Matthew Andrade

Professional Background

Matthew Andrade, CFA, is a seasoned finance professional with extensive experience in the investment sector. Currently serving as the Managing Director of Public Investments at Werklund Capital Corporation, Matthew has demonstrated an exceptional proficiency in managing and directing investment strategies, overseeing portfolios, and identifying high-potential investment opportunities.

Previous to his role at Werklund Capital, Matthew showcased his leadership capabilities as the President of the CFA Society Calgary, where he played a pivotal role in promoting professional excellence amongst finance and investment professionals in the region. His commitment to the industry is further exemplified through his previous position as the Chief Investment Officer at Canadian Family Futures, where he strategically guided the investment initiatives to align with the goals of the organization and its clients.

Matthew began his remarkable career in the finance industry as an Associate in Investment Banking at Northern Securities, where he honed his analytical and decision-making skills in a fast-paced environment. His journey then continued at EY, where he served as the Vice President of Mergers and Acquisitions, facilitating numerous successful transactions that significantly contributed to the growth and expansion of various businesses.

His expertise in investment analysis was further cultivated during his time as Director of Investment Analysis at Kinnear Financial Ltd., where he was responsible for evaluating and providing insights on investment opportunities, ensuring that the firm's clients were well-positioned to achieve their financial objectives.

Additionally, Matthew's commitment to ethical standards in finance is reflected in his role as Chair of the Disciplinary Review Committee at the CFA Institute, where he contributed to upholding the integrity of the CFA designation and the professional conduct of its members. His leadership in this capacity underscores his dedication to fostering an environment of accountability and ethical best practices within the investment community.

Education and Achievements

Matthew Andrade holds a Bachelor of Commerce degree in Finance from Mount Allison University. This foundational education provided him with a strong understanding of financial principles, markets, and analytical methodologies that have been instrumental in his career development.

Throughout his professional journey, Matthew has amassed significant achievements that highlight his expertise and dedication to investment management and financial analysis. As a Chartered Financial Analyst (CFA), he is held in high esteem among peers in the finance industry, showcasing his commitment to continuous learning and adhering to the highest standards of professional conduct.

Matthew's leadership roles across various organizations reflect not only his deep expertise in finance but also his commitment to empowering others in the industry. His contributions as President of the CFA Society Calgary helped foster a community of learning, collaboration, and professional growth among finance professionals. Under his tenure, the society has seen a marked increase in member engagement and access to resources supporting professional development.

In his capacity as Chief Investment Officer and Managing Director, Matthew has consistently been at the forefront of investment strategy innovation, adeptly navigating the complexities of the financial landscape to optimize returns while managing risks. His forward-thinking approach has earned him recognition among his peers and clients, establishing him as a trusted advisor in the investment domain.

Achievements

• Managing Director, Public Investments at Werklund Capital Corporation: Focused on maximizing public investment portfolio performance while leading strategic initiatives that align with client objectives.
• President at CFA Society Calgary: Enhanced community engagement and professional growth among finance professionals, promoting a culture of continuous learning.
• Chief Investment Officer at Canadian Family Futures: Led investment strategies that effectively supported the financial goals of families and individuals.
• Director, Investment Analysis at Kinnear Financial Ltd.: Provided critical insights and analytical expertise that informed investment decisions and client strategies.
• Chair - Disciplinary Review Committee at CFA Institute: Upheld ethical standards and professional integrity within the financial community.
• Vice President, Mergers and Acquisitions at EY: Spearheaded successful mergers and acquisitions, driving strategic growth initiatives for various corporations.
• Associate, Investment Banking at Northern Securities: Developed a strong analytical foundation in investment banking, contributing to the success of numerous financial transactions.