Gerret W. Kavanagh, CFA, CIM, CFP, FSCI, CLU, MBA, BSC
Partner & Associate Portfolio Manager
Well-versed in all aspects of investment management, Gerret’s particular interest is option trading geared towards generating both regular income and capital gains.
Gerret entered the investment industry in 1985 and has earned a wealth of experience being an integral part of many senior Investment Adviser teams over the years.
He graduated from St. Michael’s College School in Toronto and obtained an Honours Bachelor of Science degree in Geology from Western University (graduating on the Dean’s Honour List) and a Master of Business Administration (Finance) from the University of British Columbia. He has completed a comprehensive list of industry courses, receiving numerous designations, and is a CFA® charterholder. Gerret is a Partner and Associate Portfolio Manager at Exponent Investment Management.
Gerret spends his spare time with his family and their dogs (an Alaskan malamute and a Shetland sheepdog), gardening, and playing hockey several times a week year round. A jigsaw puzzle aficionado, he is currently working on his largest puzzle yet, a 32,000 piece Ravensburger New York City skyline.