Travis Goldfeldt, CFA
Institutional Portfolio Manager, Tax Effective Balanced Strategy
Travis Goldfeldt is an institutional portfolio manager at Mawer Investment Management Ltd., which he joined in 2007. He is responsible for the management and servicing of institutional clients and separately managed accounts programs offered through Mawer’s institutional alliances.
Mr. Goldfeldt is also the co-manager of the Mawer Tax Effective Balanced Fund, which employs a tax effective overlay strategy. This strategy works to ensure that clients retain as much of their pre-tax return on an after-tax basis as possible.
Prior to joining Mawer, Mr. Goldfeldt was employed as a quantitative analyst with TD Asset Management and as a trading assistant with Barclays Capital. At Mawer he has also fulfilled the roles of business analyst and portfolio management analyst.
Mr. Goldfeldt graduated with a Bachelor of Mathematics from the University of Waterloo and a Bachelor of Business Administration (high distinction) with a finance concentration and a minor in economics from Wilfrid Laurier University. Mr. Goldfeldt is also a Chartered Financial Analyst charterholder with investment experience since 2005.