McIver Capital Management
Ethan Dang, CFA, MBA
Tel: (604) 678-6562
Ethan leads the portfolio management process of McIver Capital Management, overseeing research and trading functions and providing thought leadership for market trends. As a member of the Investment Committee, he is a key contributor to the asset allocation, security selection and risk management processes.
Prior to joining McIver Capital Management, Ethan spent several years at a buy-side boutique investment management firm in Vancouver where he was responsible for portfolio management, quantitative research and equity trading. He had dual responsibilities as head trader and quantitative research analyst, focusing on tactical asset allocation and stock selection research.
Ethan completed his Bachelor’s degree in Computer Engineering from the University of British Columbia and started his career in the high-tech industry. He subsequently obtained an MBA in Finance from the University of British Columbia and went on to obtain the CFA designation.
Outside of work, Ethan enjoys reading, traveling and exercising, particularly ballroom dancing, tennis, badminton, ultimate and golf. Ethan is an active supporter of the community. He currently serves on the Employer Outreach Committee of CFA Society Vancouver and is a Board Member of the Association of Neighbourhood Houses of BC (ANHBC).
Tel: (604) 678-6563
Katie is a graduate of McGill University and has worked in private wealth management her entire career. As an Associate, Katie works closely with Neil to ensure the highest standards of client care are being achieved. Managing the over-all client experience for McIver Capital Management, Katie ensures all service requests are delivered.
Katie’s training and experience provides her with a deep comprehension of the capital markets and the sophisticated investment process used by our group to manage portfolios. This knowledge is invaluable in understanding how to match client needs with specific portfolios. Katie also has training in wealth planning and works closely with both Neil and the Tax and Estate Planning group at Richardson GMP to deliver customized wealth plans for those that require them.
Katie was born and raised in Vancouver but has taken time away to live in Montreal, San Francisco and London. She is happy to be back home and enjoys cooking, exercising and trying out all the great restaurants in the city. An avid skier, Katie enjoys spending time on the mountain in Whistler.
Tel: (604) 678-6564
Matt graduated from the University of the Fraser Valley with a Business Degree concentrating in Financial Management, and is a Chartered Investment Manager (CIM). Matt is passionate about delivering professional investment management to clients.
As an Associate, Matt makes it easy for clients to work with McIver Capital Management by ensuring the delivery of the highest caliber of administrative and operational efficiency.
Additionally Matt uses his education and experience to support Ethan and Neil in managing client portfolios.
Outside the office Matt believes in giving back to the community and has partnered with a local high school to run a Stock Market Simulation Challenge which he developed. Over the years hundreds of students have been introduced to saving and investing by enrolling in this program.
Matt plays competitive chess, and is a violinist. Other hobbies include ice hockey, tennis, running, hiking, and writing.