Chris Cupidio, CFA

Position: Director of Finance

Chris joined Equate Asset Management in 2017 as Director of Finance, and brings with him more than 25 years of investment experience and accounting expertise.

Chris worked as a Senior Accountant with the accounting firm KPMG prior to transitioning into the investment research field where he became the Manager of Research with C.P.M.S. Computerized Portfolio Management Services Inc. and subsequently the Director of Equity Data with Morningstar Canada. Chris moved back into the accounting field in 2014 and started his own company, which tracks the finances of individuals, families and small businesses.

Chris received a Bachelor of Mathematics degree from the University of Waterloo in 1992. He was awarded the CPA designation in 2000, the CFA charter in 2002 and is a member of the Toronto Society of Financial Analysts.