Kenneth Wong

CFA, Vice President

Kenneth joined Coleford in 2018. At Coleford, he is a member of the portfolio management team. Prior to joining Coleford, Kenneth was a research analyst at Foyston, Gordon & Payne covering global equities and was most recently responsible for portfolio construction and asset allocation for high-net-worth and institutional clients at Bank of New York Mellon. Kenneth graduated from the University of Guelph (B.Comm), is a CFA charterholder and is a member of the CFA Society Toronto and CFA Institute.

Who we are

Since the firm’s inception, Coleford’s conservative investment philosophy has begun with a capital preservation mindset. We strive to add value by focusing on earning good long-term, risk adjusted returns from high quality investments. We are long term investors with a high-term investors with a quality bias. We low portfolio turnover. Our portfolios do not look like the benchmark. We are prepared to be patient and are not tempered to follow the crowd.

Alain Agostini MBA, CFA

Managing Director

Dyra Coronado

Operations Analyst

Julie Crothers MBA

Sr. Vice President & Portfolio Manager

Robert Hill, MBA, CFA

Managing Director

James Leo MBA

Vice President

Craig Middaugh MBA, CFA

Managing Director

Nicole Naval

Client Service Associate

Shandi Tocheri

Manager Client Services

Kenneth Wong, CFA

Vice President

Contact Us

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