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Sophie Palmer is a registered portfolio manager and currently manages portfolios and relationships for Private Wealth clients in Canada. She also oversees the firm’s private wealth activities for the province of Quebec. She joined the firm in 1999 and became a Partner in 2008.

She is on the Board of Trustees of the CFA Institute Research Foundation, is past President of CFA Society Montreal (2015-2017) and past Chair of the Canadian Advocacy Council Oversight Committee (2015-2016). She also serves on many not-for-profit boards and committees. Sophie has been named Volunteer of the year (2017) for the Americas by the CFA Institute.