CI Assante Private Client
As Senior Vice-President, Sales & Wealth Services at CI Assante Private Client and Stonegate Private Counsel, Damon leads and coordinates the firm’s multi-disciplined sales and wealth planning professionals who provide support to Assante and Stonegate advisors and their clients. His focus is on the effective delivery of our practice-oriented service teams that work alongside advisors to enhance their service offering and help deliver a truly comprehensive client experience. Damon has 17 years of investment industry experience. He joined Assante in 2003 and transitioned to a sales role at CI Investments in 2005. From 2008 to 2017, Damon was Vice-President of Sales at CI, working with Assante advisors to help them grow and enhance their businesses. Damon holds an Honours Bachelor of Commerce degree from the University of Guelph.
Marchello Holditch, CFA, CAIA
Vice-President and Portfolio Manager
CI Global Asset Management
Marchello oversees many of our multi-manager, multi-asset investment programs. He is responsible for managing CI Global Asset Management’s institutional and private client multi-asset portfolios and is a member of the CI Multi-Asset Investment Committee. Previously, Marchello led CI’s portfolio manager research and oversight function, where he was responsible for evaluating the investment managers of all CI funds. Prior to joining CI, Marchello worked at a major global consulting firm, where he assisted a wide variety of institutional clients with risk budgeting and asset liability modelling, as well as investment manager research and selection. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and holds the Chartered Financial Analyst (CFA) designation.