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Julie Sherratt
Managing Director, Business Governance & Portfolio Oversight at TD Asset Management

Profile

Julie is responsible for the risk analytics, monitoring and investment performance oversight of all investment strategies, including fixed income, equity, quantitative and synthetic mandates, managed by TDAM. 

Her team is accountable for external manager research, including alternative investments and due diligence of all sub-advisors, Separately Managed Accounts and recommended mutual funds on behalf of TD Wealth in both Canada and the U.S. She also oversees TDAM's regulatory governance and operational risk management. 

Prior to this, Julie served as Vice President at TD Harbour Capital, where she oversaw client service, trading and operations for high net worth clients. She also previously held several positions with leading firms in the Canadian brokerage industry. Julie holds a B.A. in Economics from Simon Fraser University and is a CFA charterholder.

Agenda Sessions

  • Sustainable Investing: Focusing in on Diversity & Inclusion

    12:15pm