Reliable. Knowledgeable. Experienced.
David founded Pier 21 Asset Management in 2005. In addition to ensuring the needs of the firm’s clients are met, he seeks out exclusive relationships with a few of the globe’s most unique and skillful investment managers. Prior to founding Pier 21, he held positions of First Vice President, Associate Chief Investment Officer and head of Products and Marketing for a large institutional investment manager. He has over 30 years of executive experience in the Canadian financial marketplace and is also the firm’s Chief Compliance Officer.
Éric joined Pier 21 Asset Management in 2016. He oversees the firm’s institutional pooled funds, investment operations and marketing. He also manages relationships with many of the firm’s institutional clients. For 17 years, Éric worked within multiple teams responsible for delivering asset management services to a broad range of retail and institutional clients. Previously, he was President and Chief Operating Officer for a mutual fund dealer of a large financial institution based in Quebec. Éric is also a CFA charter holder.
Kreshma joined Pier 21 Asset Management in 2013. Previously she was the firm’s Director, Investment Services. She is responsible for third-party investment manager search and monitoring as well as managing relationships with several of the firm’s institutional clients. Kreshma has more than 12 years of experience including expertise in financial analysis, portfolio management and client relations. She holds an M.Sc. Applied Finance with specialization in portfolio management from Université du Québec à Montréal (UQAM) as well as being a CFA charter holder.