In his role as Portfolio Manager, Paul Georgeopoulos specializes in portfolio construction, tactical asset allocation, security analysis, and trade execution. He plays a pivotal role in managing investment strategies within the Watermark Private Portfolio program, ensuring disciplined portfolio management and delivering optimal outcomes for clients.
Before joining Harbourfront, Paul managed a $220M portfolio at a leading Canadian financial institution. In this role, he was responsible for portfolio construction, strategic asset allocation, and investment due diligence, while also advising high-net-worth clients on wealth management strategies. His expertise extended to lending and risk management, where he developed tailored investment solutions to meet clients’ evolving financial goals. Paul also worked closely with internal research teams and external fund managers to identify high-quality investment opportunities and enhance portfolio performance.
Paul holds a Bachelor of Commerce (Honours) degree from the UBC Sauder School of Business and is a CFA Charterholder.