Westcourt logo

Home » Team Members » Asset Management & Client Services » Luke McAlister, CFA
ipi_1

Asset Management & Client Services

Luke McAlister, CFA Director
lsm@westcourtcapital.com

Luke McAlister, CFA

As a Director, Asset Management & Client Services, and as a registered Portfolio Manager for Westcourt Capital Corporation, Luke’s core responsibility is to construct, monitor and rebalance diversified investment portfolios that will achieve the specific goals of Westcourt’s clients. In addition, Luke spends a significant amount of time advising third party institutions that wish to understand and allocate to the investment products that Westcourt has performed due diligence on and is recommending to its clients.

Luke began his investment career in 2007 with CIBC, where he developed extensive capital markets trading experience, trading equities, fixed income, foreign exchange, and options on behalf of clients. He proactively helped to grow CIBC’s capital markets business.

In 2012, Luke joined UBS Wealth Management, Toronto, where he supported a team of four Client Advisors with over $1 billion in assets under management. During his tenure at UBS, Luke gained valuable experience in portfolio construction and administration. He also strengthened his knowledge of structured products, successfully assisting with the deployment of over $50 million in new issuance.

Luke earned a Bachelor of Finance degree in Management and Organizational Studies from the University of Western Ontario and is a Chartered Financial Analyst (CFA) charter holder. He has also completed both the Derivatives Fundamentals Course (DFC) and the Options Licensing Course (OLC) from the Canadian Securities Institute, qualifying him to obtain a license to deal in exchange-traded options. Luke is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario, Quebec, Alberta and British Columbia and is a member of Westcourt’s Investment Committee.