Thomas Mather, CFA

Thomas Mather, CFA

Business Development Associate @ Connor, Clark & Lunn Financial Group (CC&L)

Country

United Kingdom

City

London

Industry

Investment Management

Skill

Communication, Creative Problem Solving, Team Building, Presentation Skills, Public Speaking, Microsoft Excel

Experience

Connor, Clark & Lunn Financial Group (CC&L)

Business Development Associate

Connor, Clark & Lunn Financial Group (CC&L)

LinkedIn
2025-10 - Present · 1 yr

London, United Kingdom

Connor, Clark & Lunn Financial Group (CC&L)

Product Analyst

Connor, Clark & Lunn Financial Group (CC&L)

LinkedIn
2023-11 - 2025-10 · 2 yrs

Toronto, Ontario, Canada

Bridgehouse Asset Managers

Product Associate

Bridgehouse Asset Managers

LinkedIn
2022-5 - 2023-10 · 1 yr 6 mos

Toronto, Ontario, Canada

-Primary contact for regional sales teams for consultative expertise and competitive analysis for all investment solutions offered at Bridgehouse. -Provided subject matter expertise on the Bridgehouse Funds including analysis on performance, investment approach, asset flows, and fees relative to the competitive landscape. -Evaluated advisor model portfolios in an objective manner and identified opportunities for potential risk-adjusted return gains through the incorporation of Bridgehouse investment solutions. This analysis included a thorough review of portfolio diversification including correlation, holdings, style, and geographic exposure. -Strived to provide thoughtful, timely, and relevant stock/sector/country-specific stories and market commentary that the sales teams can communicate with prospects and clients. -Collaborated with marketing to create internal and external product collateral including pitch presentations, fund profile sheets, quarterly fund commentaries, short-form video content, fund infographics, and evergreen content for the website. As manager of the Bridgehouse Funds, Bridgehouse has hired Brandes, GQG, Lazard, Nuveen, Sionna, T. Rowe Price, and TD Asset Management as portfolio sub-advisors.

Laurier Student Investment Fund

Equity Research Analyst

Laurier Student Investment Fund

LinkedIn
2022-1 - 2022-4 · 4 mos

Waterloo, Ontario, Canada

The Laurier Student Investment Fund (LSIF) manages a concentrated Canadian small cap portfolio.

Wilfrid Laurier University

Teaching Assistant

Wilfrid Laurier University

LinkedIn
2019-9 - 2022-4 · 2 yrs 8 mos

Waterloo, Ontario, Canada

Led and graded undergrad math labs for 5 semesters, helping first and second year students navigate what I found to be the most challenging years of university. -MA103 (Calculus I) -MA129 (Introductory Calculus for Business and Social Sciences) -MA170 (Intro to Mathematics for Finance) -MA205 (Differential Equations I)

Laurier Startup Fund

Analyst

Laurier Startup Fund

LinkedIn
2021-3 - 2021-8 · 6 mos

Waterloo, Ontario, Canada

The Laurier Startup Fund launched in 2014 and invests in early-stage Canadian companies.

Fidelity Canada

Sales Co-op

Fidelity Canada

LinkedIn
2020-9 - 2020-12 · 4 mos

Toronto, Ontario, Canada

Fidelity Canada

Product Marketing Co-op

Fidelity Canada

LinkedIn
2020-1 - 2020-4 · 4 mos

Toronto, Ontario, Canada

Children, Community and Social Services | Services à l’enfance et Services sociaux et communautaires

Financial Analyst Co-op

Children, Community and Social Services | Services à l’enfance et Services sociaux et communautaires

LinkedIn
2019-5 - 2019-8 · 4 mos

Toronto, Ontario, Canada

Education

Wilfrid Laurier University

Wilfrid Laurier University

LinkedIn

Financial Mathematics

Multivariable Calculus, Probability, Statistics, Differential Equations, Linear Algebra, Real Analysis, Regression Analysis, Optimization, Financial Data Analysis, Financial Mathematics, Stochastic Processes, Numerical Analysis, Stochastic Calculus

Lazaridis School of Business & Economics at Wilfrid Laurier University

Lazaridis School of Business & Economics at Wilfrid Laurier University

LinkedIn

Finance

With Distinction

St. Michael's College School

St. Michael's College School

LinkedIn

Thomas Mather, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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