Jeremy Ash Jeremy Ash
Portfolio Manager

Jeremy joined WealthBridge at the time of its launch in early 2011 and brings over 12 years of fixed income portfolio management experience to the team. His primary responsibility is the management of the fixed income portion of client portfolios, with a focus on efficient after-tax income generation. In addition, he draws upon his fixed income background and international experience to provide input into WealthBridge Investment Committee meetings and on overall client investment strategy.

Prior to WealthBridge, Jeremy worked for divisions of HSBC Global Asset Management in Vancouver, London and New York. During that time he was a member of the Canadian, US and Global fixed income portfolio management teams. He specialized in portfolio risk measurement, credit analysis and investment policy development. He finished his time at HSBC on the global fixed income team managing a $6 billion dollar currency overlay. Jeremy also spent a year at a local high net worth investment counsellor managing $300 million of multi-currency fixed income.

In 2003, Jeremy completed a Bachelor of Business Administration (Finance) at Simon Fraser University followed by the Chartered Financial Analyst (CFA) Charter in 2005. In 2012, Jeremy completed a Master of Business Administration (MBA) at the University of Calgary. Jeremy is a member of the Beta Gamma Sigma honour society, the CFA Institute and the Calgary CFA Society.

In 2008 Jeremy and his wife decided to return home to Alberta to start their family. They have three sons and enjoy spending time in the mountains hiking, camping and skiing.

Contact: Jeremy Ash