Connor, Clark & Lunn Managed Portfolios Inc. yesterday announced the appointment of Derek Perritt as senior vp, national sales manager.
Perritt brings over 14 years of financial services experience to his new role of leading the sales and service efforts for the managed portfolio programs as well as the separately managed accounts for CC&L Financial Group. He will be located in Toronto.
“We’re excited to bring someone with Derek’s experience and background into the organization,” said Nick Mancini, President and CEO of CC&L Managed Portfolios.
“Derek’s expertise, commitment and passion will play an important role in building our SMA and managed portfolio programs,” added Bruce Shewfelt, head of institutional sales for CC&L Financial Group.
Perritt joins CC&L Managed Portfolios from First Asset Advisory, where he was Senior Vice President, Private Client Group, responsible for the sales and marketing of a high net-worth separately managed account platform.
CC&L Managed Portfolios offers a suite of portfolios actively managed by leading institutional money managers and available only through select investment advisors. They are part of the Connor, Clark & Lunn Financial Group of companies who provide a broad range of distinct and independently managed investment products and services to Canadian individual and institutional investors through a diverse family of affiliate investment managers. Collectively, the CC&L Financial Group of companies manages over $30 billion in assets.