After working for a family-owned construction business, Usama was enthralled by the business world and wanted to learn more about investing. His curiosity led him to pursue a graduate degree in finance, which proved to be a cathartic experience as he finally made peace with not becoming a professional cricket player. Usama joined Burgundy in 2017 after being drawn by the firm’s investment philosophy and emphasis on client service. Currently, he works as a Product Specialist, serving as the bridge between the investment team and institutional client team. The role combines Usama’s interests of learning more about the world through the lens of portfolio companies and engaging in meaningful conversations with like-minded clients.

Burgundy Experience

  • Joined Burgundy in 2017
  • Previous roles include: Associate Relationship Manager, Performance Measurement Analyst

Relevant Experience

  • 5+ years of combined professional experience

Education

  • CFA charterholder
  • Master of Finance, Schulich School of Business, York University
  • Bachelor of Engineering, National University of Sciences and Technology

Membership and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute