Robertson Velez

MBA, CFA, P.Eng Portfolio Manager Equity income investments

Robertson Velez joined Dynamic in 2016 as a Portfolio Analyst and member of the Equity Income Team focusing on identifying global opportunities in the technology sector. He was promoted to Associate Portfolio Manager in 2018 and Portfolio Manager in 2021.

Before joining Dynamic, Robertson spent eight years with a large Canadian financial services firm as a Senior Investment Analyst providing recommendations on the technology sector. He covered all subsectors including hardware, software and semiconductors in a global context that included North America, Europe and Asia. Prior to this he spent two years as an Equity Research Associate covering the Canadian mining and technology sectors. Robertson began his career as an Engineer with ATI Technologies and over a 12-year period rose to the position of Project Leader.

Robertson received an Honours Bachelor of Applied Sciences in Computer Engineering from the University of British Columbia, a Masters in Engineering from the University of Toronto and a Master of Business Administration from the Rotman School of Management, University of Toronto. He also holds the Professional Engineer and Chartered Financial Analyst designations.