Jason Zhang, CFA
Portfolio Manager
Sun Life Global Investments
Jason joined Sun Life Global Investments in 2022. He is a member of our Asset Allocation Committee and a Portfolio Manager for our Granite series of funds and other select strategies. Jason has more than a decade of comprehensive experience in multi-asset portfolio management. This includes managing Target Date and Target Risk portfolios, determining the glidepath, strategic asset mix & manager allocations. He has an in-depth understanding of macroeconomic principles and global capital markets, manager research and selection, and asset/liability modeling.
Prior to joining Sun Life Global Investments, Jason was a Managing Director, Portfolio Manager, Multi-Asset Solution Team, at Manulife Investment Management, providing day-to-day monitoring and portfolio management of the multi-asset solutions team’s Canadian-based asset allocation portfolios.
Jason is a CFA Charterholder. He also holds a Bachelor’s degree in Applied Mathematics from Peking University, a Master’s degree in Statistics and Actuarial Sciences from Western University, and a Master’s degree in Quantitative Finance from the University of Waterloo. | | David Tallman, CFA
Vice President
TD Asset Management Inc.
David is a Client Portfolio Manager for Alternative Investments. He works with the Alternative Investments Team as a liaison to client service and business development initiatives. He was previously a Client Portfolio Manager for Fixed Income and Multi-Asset and gained experience as an Equity Trader and Analyst. David is a CFA Charterholder. He holds a B.B.A. from the University of Regina. | | Michael Robbie, CFS. CAIA
Investment Solutions Executive
Sun Life Group Retirement Solutions
Mike supports plan sponsors and their advisors in monitoring and making investment decisions with respect to their investment funds and conducts governance activities on the investment options available on Sun Life’s Group Retirement Services investment platforms.
Mike joined Sun Life Financial in 2014. He brings 25 years of related industry experience to his current role. He has worked in consulting, operations and business development roles at several leading financial services firms in North America. Mike holds a Bachelor of Commerce degree from Queen’s University. He is a CFA and a CAIA charterholder. |