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Name
Vikram Rajagopalan
Title
SVP, Head of Retail Markets, Trez Capital
Bio
Vikram joined Trez in 2013 and introduced Trez' capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada's largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada's largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
Contact
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https://www.linkedin.com/in/vrajagopalan/
