Ruo Tan
President, Segal Marco Advisors Canada
Mr. Tan is the President of Segal Marco Advisors Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.
Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul the TD Managed Asset Program and other fund of funds programs. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. He also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments where he performed investment research and consulting as well as relationship and operational management.
Mr. Tan holds a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. He was a registered Commodity Trading Manager with the Ontario Security Commission (OSC).
- "Beyond Traditional Private Equity," Opal Family Office & Endowment Investment Forum 2016, April 2016
Contact Ruo
Leadership
Ruo Tan
President, Segal Marco Advisors Canada
Mr. Tan is the President of Segal Marco Advisors Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.
Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul the TD Managed Asset Program and other fund of funds programs. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. He also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments where he performed investment research and consulting as well as relationship and operational management.
Mr. Tan holds a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. He was a registered Commodity Trading Manager with the Ontario Security Commission (OSC).
- "Beyond Traditional Private Equity," Opal Family Office & Endowment Investment Forum 2016, April 2016
Contact Ruo
Leadership
Ruo Tan
President, Segal Marco Advisors Canada
Contact Ruo
Mr. Tan is the President of Segal Marco Advisors Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.
Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul the TD Managed Asset Program and other fund of funds programs. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. He also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments where he performed investment research and consulting as well as relationship and operational management.
Mr. Tan holds a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. He was a registered Commodity Trading Manager with the Ontario Security Commission (OSC).
- "Beyond Traditional Private Equity," Opal Family Office & Endowment Investment Forum 2016, April 2016
Leadership
Ruo Tan
President, Segal Marco Advisors Canada
Contact Ruo
Mr. Tan is the President of Segal Marco Advisors Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.
Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul the TD Managed Asset Program and other fund of funds programs. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. He also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments where he performed investment research and consulting as well as relationship and operational management.
Mr. Tan holds a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. He was a registered Commodity Trading Manager with the Ontario Security Commission (OSC).
- "Beyond Traditional Private Equity," Opal Family Office & Endowment Investment Forum 2016, April 2016
Leadership
Ruo Tan
President, Segal Marco Advisors Canada
Contact Ruo
Mr. Tan is the President of Segal Marco Advisors Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. His responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.
Mr. Tan has worked with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.
Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management, where he led the effort to overhaul the TD Managed Asset Program and other fund of funds programs. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. He also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments where he performed investment research and consulting as well as relationship and operational management.
Mr. Tan holds a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. He was a registered Commodity Trading Manager with the Ontario Security Commission (OSC).
- "Beyond Traditional Private Equity," Opal Family Office & Endowment Investment Forum 2016, April 2016
