Our People
Majd Ghanem, CFA, MBA
Founder & Managing Partner
Majd founded iPortfolio with the vision of bringing institutional-grade quantitative rigor to strategic financial advisory. With over 20 years of experience, including senior roles at TD Securities and a global macro hedge fund, Majd specializes in complex derivatives structuring and portfolio-level risk strategy. He holds an MBA from the Ivey Business School and is a CFA charterholder.
Dr. Alistair Finch, PhD
Partner, Head of Quantitative & Digital Assets
Alistair is the architect of iPortfolio's proprietary risk models and AI-driven analytics platforms. He holds a PhD in Theoretical Physics from the University of Cambridge and was previously the head of the CVA/XVA modeling team at Scotiabank. His research now focuses on DeFi protocol risk and the application of machine learning to alpha generation.
Sarah Chen, CFA
Partner, Head of Market Strategy & Research
Sarah leads iPortfolio's macro and micro-level market analysis, providing clients with actionable insights on global economic trends, asset allocation, and thematic investment opportunities. Prior to joining, she was a senior global strategist at a major US investment bank. Her insights are frequently sought by leading financial publications.