Rogerscasey Canada Names Ruo Tan As Managing Director, Investment Counsel

New Hire Brings More Than 16 Years Of Diversified Work Experience In Investment Consulting, Portfolio Management, Investment Research, Product Design and Top-Notch Client Counseling

TORONTO, Nov. 17 /CNW/ - Rogerscasey, a global investment solutions firm that serves institutional asset owners and financial services firms, announced today that Ruo Tan has joined the company as Managing Director, Investment Counsel, effective November 11, 2010. 

Tan was most recently 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. Before TD, Ruo was Managing Director, Investment Management, and CIBC Wealth. He was a member of the executive team for CIBC Wealth and an officer of CIBC Asset Management Inc. Prior to joining CIBC in 2002, he held a management position at Merrill Lynch Investment Managers (MLIM). Before MLIM, he held a management position at SEI Investments where he was responsible for investment research and consulting as well as relationship and operational management. 

"Rogerscasey Canada is an exciting place to be right now," said Ruo Tan. "I think the opportunities within the organization are a tremendous match for my past successes.  I look forward to being a key player in growing this part of the company."

"We are very happy to welcome Ruo Tan to our team," said Robert Mitchell, President of Rogerscasey Canada. "His impressive background and diverse expertise in wealth management are a perfect fit to help us aggressively grow and diversify Rogerscasey Canada."

Tan holds a Ph.D. in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He is a holder of the CFA Institute's Chartered Financial Analyst (CFA) designation. 

About Rogerscasey

Rogerscasey is a global investment solutions firm serving institutional asset owners and financial services firms for over 40 years. With clients worldwide, the firm provides a full array of services ranging from investment advisory to implemented solutions, all supported by a deep commitment to a strategic manager research process. The Rogerscasey team of leading industry experts helps clients stay ahead of economic trends, delivering insight toward achieving maximum results. Learn more at www.rogerscasey.com.

For further information:

Media Contact: 

Peter Kojalo; BluePoint Venture Marketing, [phone],
[email protected]