Robert Wiseman CFA, FRM, CIPM

SVP, Corporate Communications Advisory

Bob brings over 25 years of capital markets experience where he has developed deep insights into investment analysis, portfolio management, investment performance measurement and risk evaluation. He was responsible for developing and maintaining strong, long-lasting relationships with many of the largest, most sophisticated institutional accounts in Canada.  This requires a detailed understanding of financial markets, as well as the client’s strategic process and objectives. 

 

As a trusted advisor, Bob developed strategies to help his clients take advantage of market inefficiencies and changing trends. He has developed the tools necessary to evaluate a potential investment’s value and the ability to communicate its merits to those investors whose strategy would benefit the most.

Since joining Storyboard, Bob has used this experience to help his clients craft communication strategies that help them tell their story most effectively to the investment community.  This has been instrumental in helping them raise capital, establish capital market connections and expand their investor base.

Bob brings to Storyboard a unique perspective on the factors that influence the investment decision making process of portfolio managers.  This understanding allows Bob to develop key messaging and effective communication strategies for his clients that enables them to differentiate themselves to investors and other key stakeholders. Bob’s vast network, and his enjoyment of a fast-paced, collaborative work environment, make him an excellent fit at Storyboard.

Bob earned his Honours Bachelor of Arts at Western University majoring in Economics.  He has earned the Chartered Financial Analyst (CFA) designation and the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute as well as the Financial Risk Manager (FRM) designation from the Global Association of Risk Managers (GARP).

 

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