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Professionals you can trust

Prior to joining the firm, Denny leveraged his expertise in finance and investment management to provide independent consulting services, specializing in supporting Indigenous communities. His extensive professional background encompasses roles in consultant relations, equity research, and portfolio management at a leading investment management firm, as well as research and analysis positions at an institutional investment management consulting company. Denny holds a Bachelor of Commerce degree in Finance from the University of British Columbia and is a Chartered Financial Analyst (CFA®) charterholder.

Denny supports the Institutional team with a focus on business development, client service, and internal operations.

Overview

Denny Roman

Client Relationship Manager

Associate Vice President, Institutional

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