Connor, Clark & Lunn Managed Portfolios Inc. today announce the appointment of Shawn O’Brien as vp for Atlantic Canada. O’Brien will lead the sales and service efforts for the managed portfolio program from Halifax.
“We recognize the importance of Atlantic Canada to our business,” saysNick Mancini, president and CEO of CC&L Managed Portfolios. “The best way to meet the needs of advisors in the region is to recruit high-calibre individuals like Shawn who understand advisors’ practices, and bring with them a track record of success in the industry.”
O’Brien brings his over 20 years of experience in the industry to CC&L Managed Portfolios. He has worked as an advisor and has held several senior management positions across both manufacturing and distribution in Atlantic Canada, Quebec, and Ontario.
Over the past several years, O’Brien has been working with financial advisors across Canada to redefine and build stronger advisory practices. He has been a featured speaker on television and radio.
CC&L Managed Portfolios Inc. offers a suite of six broadly diversified investment portfolios to clients with minimum investable assets of $100,000 through a select group of financial advisors.