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Hubert Hwang  CFA

Consultant

Experience

Hubert has worked in the financial services industry for 9 years. His focus is on providing clients with pragmatic research, analysis, and recommendations on investment-related matters.

For the past 5 years, Hubert has led George & Bell’s investment manager research and socially responsible investing efforts. He is also actively involved in developing, analyzing, and implementing innovative investment ideas for the firm’s investment consulting clients. His other areas of expertise include investment strategy, asset mix modelling, plan governance, and portfolio monitoring.

Prior to joining George & Bell, Hubert was an Investment Analyst at a global consulting firm where he conducted research and due diligence on various investment topics for institutional clients. He also has experience working as an accountant for a specialty lending subsidiary of a large Canadian bank.

Working with a wide array of investors, Hubert’s current clients include pension plans, benefit plans, endowments, foundations, non-profit organizations, indigenous groups, and family offices.

Qualifications & Education

Hubert is a Chartered Financial Analyst (CFA) charterholder who is a member of, and volunteers for, the CFA Society Vancouver. He graduated from the University of British Columbia in 2008 with a Bachelor of Commerce in Accounting and International Business.