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Tom Simopoulos, CFA

Portfolio Manager

Tom Simopoulos is currently a Portfolio Manager with Caldwell Securities Ltd. focusing primarily on sourcing investment ideas, creating financial models, and conducting analytics on investment portfolios.

He has over 13 years’ experience in the financial industry, spanning capital markets trading, structured products, credit research, and private equity.  Prior to joining Caldwell, Tom spent over 7 years with Canada’s largest bank in multiple roles.

Tom holds a Bachelors of Commerce Degree from York University.  He is also a Chartered Financial Analyst, a member of the Toronto CFA Society as well as a member of the Canadian Venture Capital and Private Equity Association.