Portfolio Manager

Jeremy Rosa, CFA

VP, Portfolio Manager – Equities

Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.

CI North American Dividend Fund
CI U.S. Stock Selection Corporate Class
CI U.S. Stock Selection Fund

Clarica MVP U.S. Stock Selection Fund
Clarica SF CI U.S. Stock Selection Fund
Clarica SF Premier CI U.S. Stock Selection Fund
Clarica SF Premier II CI U.S. Stock Selection Fund
SunWise CI Premier II U.S. Stock Selection Fund
SunWise CI Premier II U.S. Stock Selection Fund
SunWise CI Premier III U.S. Stock Selection Fund
SunWise CI Premier IV U.S. Stock Selection Fund
SunWise CI Premier U.S. Stock Selection Fund
SunWise CI Premier U.S. Stock Selection Fund
SunWise CI U.S. Stock Selection Fund
SunWise CI U.S. Stock Selection Fund
SunWise Elite CI Premier II U.S. Stock Selection Fund (formerly SunWise Elite CI U.S. Equity Fund)
SunWise Elite CI Premier U.S. Stock Selection Fund (formerly SunWise Elite CI Premier U.S. Equity Fund)
SunWise Elite CI U.S. Stock Selection Fund
SunWise Essential 2 CI Premier U.S. Stock Selection Segregated Fund (formerly SunWise Essential 2 CI U.S. Equity Segregated Fund)
SunWise Essential 2 CI U.S. Stock Selection Segregated Fund
SunWise Essential CI Premier U.S. Stock Selection Segregated Fund (formerly SunWise Essential CI U.S. Equity Segregated Fund)
SunWise Essential CI U.S. Stock Selection Segregated Fund

CI Alternative North American Opportunities Fund