Bert Quattrociocchi is the Managing Director of Discretionary Asset Management and Portfolio Strategy. Mr. Quattrociocchi is the lead portfolio manager for the firm’s in-house managed portfolios and is responsible for the firm’s licensed discretionary portfolio managers. Bert has been managing investment portfolios for over 35 years and is a Certified Portfolio Manager.
Mr. Quattrociocchi joined PI Financial in 1990 and has been a major contributor to the firm’s growth and success. He is a Senior Vice President, and member of PI’s Board of Directors and Executive Committee.
Mr. Quattrociocchi‘s executive management background includes: Previous Head of the Private Client Division and the Capital Markets Division, which he established and grew to 40 professionals located in Vancouver, Calgary and Toronto. He has held a wide range of investment industry positions in portfolio management, equity research, institutional and private client sales, and investment banking.
Mr. Quattrociocchi holds an Economics Degree from the University of British Columbia and holds the Chartered Financial Analyst (CFA) designation. Bert has made a significant contribution to the investment industry: Past Chairman of the BC Region of the Investment Industry Association of Canada (IIAC); Past Chairman of the Pacific District Council of the Investment Industry Regulatory Organization of Canada (IIROC); Past Member of the National Advisory Council and National Retail Sales Committee of IIROC; Past President of the Vancouver Society of Financial Analysts.