Image of Heather McOuatt, CFA

Heather McOuatt, CFA

Vice President, Portfolio Manager - Fixed Income @ Franklin Templeton Investments

Vice President, Portfolio Manager - Fixed Income at Franklin Bissett Investment Management

Calgary, Alberta, Canada

Ranked #1,233 out of 24,660 for Vice President, Portfolio Manager - Fixed Income in United States

Section title

Heather McOuatt, CFA's Email Addresses & Phone Numbers

Heather McOuatt, CFA's Work Experience

Franklin Templeton Investments

Vice President, Portfolio Manager - Fixed Income

October 2008 to Present

Canadian Bond Investors' Association (CBIA)

Director

June 2013 to May 2015

Franklin Templeton Investments

Portfolio Manager - Fixed Income

December 2003 to October 2008

Heather McOuatt, CFA's Education

CFA Institute

Chartered Financial Analyst Designation

University of Regina

Bachelor of Administration

Heather McOuatt, CFA's Professional Skills Radar Chart

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Flexible
Engaging
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Based on our findings, Heather McOuatt, CFA is ...

52% Left Brained
48% Right Brained

Heather McOuatt, CFA's Estimated Salary Range

About Heather McOuatt, CFA's Current Company

Franklin Templeton Investments

Co-lead portfolio manager of Franklin Bissett Core Plus Bond Fund (2008), Franklin Bissett Institutional Fixed Income Program (2008), Franklin Bissett Corporate Bond Fund (since inception), Franklin Bissett Canadian Short Term Bond Fund (since inception), Franklin Bissett Money Market Fund (2004) and Franklin Bissett Treasury Bill Fund (2004). Responsible for the Canadian strategy development and implementation with a...

Frequently Asked Questions about Heather McOuatt, CFA

What company does Heather McOuatt, CFA work for?

Heather McOuatt, CFA works for Franklin Templeton Investments


What is Heather McOuatt, CFA's role at Franklin Templeton Investments?

Heather McOuatt, CFA is Vice President, Portfolio Manager - Fixed Income


What is Heather McOuatt, CFA's personal email address?

Heather McOuatt, CFA's personal email address is he****[email protected]


What is Heather McOuatt, CFA's business email address?

Heather McOuatt, CFA's business email address is h****[email protected]


What is Heather McOuatt, CFA's Phone Number?

Heather McOuatt, CFA's phone (416) ***-*201


What industry does Heather McOuatt, CFA work in?

Heather McOuatt, CFA works in the Financial Services industry.


About Heather McOuatt, CFA

📖 Summary

Vice President, Portfolio Manager - Fixed Income @ Co-lead portfolio manager of Franklin Bissett Core Plus Bond Fund (2008), Franklin Bissett Institutional Fixed Income Program (2008), Franklin Bissett Corporate Bond Fund (since inception), Franklin Bissett Canadian Short Term Bond Fund (since inception), Franklin Bissett Money Market Fund (2004) and Franklin Bissett Treasury Bill Fund (2004). Responsible for the Canadian strategy development and implementation with a focus on corporate credit and sector allocation strategies. From October 2008 to Present (7 years 3 months) Director @ Volunteer position. Served one 2-year term on the board of directors for the CBIA. From June 2013 to May 2015 (2 years) Portfolio Manager - Fixed Income @ Portfolio manager of short-term fixed income and money market strategies. Member of the Bissett Asset Mix Committee and the Fixed Income Investment Sub-Committee. From December 2003 to October 2008 (4 years 11 months) Fixed Income Trader & Analyst @ Bond trading, back up money market and f/x trading. Corporate credit analysis. Supervision of money market trader. From August 1999 to December 2003 (4 years 5 months) Calgary, Canada AreaMoney Market Trader @ Joined Bissett Investment Management (which in 2000 became part of Franklin Templeton Investments) as money market trader. From December 1997 to August 1999 (1 year 9 months) Calgary, Canada AreaRegistered Representative @ Registered representative and options trader at CIBC Investor Services discount brokerage. Opened new accounts and contributed to the development of revamped account opening forms. From December 1995 to December 1997 (2 years 1 month) Calgary, Canada AreaChartered Financial Analyst Designation @ CFA InstituteBachelor of Administration @ University of Regina Heather McOuatt, CFA is skilled in: Wealth Management, Investments, Fixed Income, Equities, Asset Management, Mutual Funds, Capital Markets, Financial Modeling, Derivatives, Investment Strategies, Financial Analysis, Bloomberg, Financial Markets


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Heather McOuatt, CFA's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

3 year(s), 8 month(s)

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