Managing Director, Investment Product Strategy & Research
Jaclyn Perrot is Managing Director for Investment Product Strategy & Research with ATB Investment Management (ATBIM), and is responsible for leading ATBIM’s investment research function, which includes manager/sub-advisor research, as well as new product exploration and development.
Jaclyn joined ATBIM in January 2018, as director/lead portfolio manager of Institutional Portfolio Management. Previous to this, Jaclyn was the treasurer and director of investment for the University of Calgary.
She is currently a director for the Board of the CFA Society Calgary as well as a board member for the Calgary Portfolio Management Trust, a student-run investment fund at the University of Calgary.
Jaclyn holds her MBA (Financial Services) from Dalhousie University, a Bachelor of Commerce degree from Queen’s University, and is a Chartered Financial Analyst (CFA) charterholder.