Amit Dugar CFA
Senior Vice President, Portfolio Manager and Quantitative Strategist
Amit joined Fiera Capital in 2017 and brings 26 years of diverse investment management experience to the firm.
Amit’s background includes work in portfolio management and equity analysis, both fundamental and quantitative. Prior to Apex, Amit was a Director at Schwab from 2003 – 2016 and built quantitative products including the Schwab Equity Ratings (SER) and Schwab Equity Ratings International (SERI). Both are used to manage 4 and 5 star mutual funds as well as separately managed accounts. In addition, Amit has written a number of articles that were published in the Charles Schwab Investing Insights newsletters. Prior to Schwab, Amit was at C.S. McKee (1998 – 2002) where he reconstructed the firm’s quantitative process and was the Global Technology Portfolio Manager. He also ran the firm’s small cap mutual fund. Before that, Amit was at Dean Investment Associates (1994 – 1998) where he was an analyst and institutional portfolio manager. Amit started his career at Renaissance Investment Management (1990 – 1994) where he created a number of the firm’s equity products.
Amit is a Chartered Financial Analyst, has an MBA from the University of Cincinnati and a BS in Electrical Engineering from the University of Illinois.