Tracy Zhao

Portfolio Manager-Fixed Income at Wellington Square Advisors, Inc.

Finance

Consumer Services

Profile

Ms. Tracy Zhao, CFA, is a Portfolio Manager at Wellington Square Advisors, Inc. Prior to Wellington Square Advisors, She was an investment analyst at iA Clarington Investments.
Previously, She worked for a New York-based firm, covering institutional clients across North America and Europe as Director of High Yield & Distressed Sales.
She has also worked in the mining and power investment banking group at GMP Capital and the utilities investment banking group at CIBC World Markets.
She holds a Bachelor of Commerce degree from McGill University and is a CFA charterholder.

Tracy Zhao active positions

Companies	Position	Start
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Portfolio Manager-Fixed Income	2021-04-30

All active positions of Tracy Zhao

Former positions of Tracy Zhao

Companies	Position	End
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Corporate Officer/Principal	2020-04-30

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Training of Tracy Zhao

McGill University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Finance
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Finance