David Fortin, CFA
COO, CCO and Portfolio Manager

David Fortin is the COO and CCO of Tactex Asset Management. He is responsible for the day-to-day management of key operating and compliance functions including technology, client services, fund administration, audits, vendor relations, policy review, interacting with regulatory authorities, and various other functions. Mr. Fortin is a Portfolio Manager and member of the firm’s Investment and Compliance committees. Additionally, he regularly prepares research reports, makes investment recommendations, reviews asset allocations, and performs client suitability assessment, securities analysis, and executions. He is a graduate of McGill University with a Bachelor of Commerce degree, major in Finance and a CFA charterholder.

Go to Top