Services / Office of the CIO

In-house expertise with a wealth of experience.

Our investment professionals in the Office of the CIO build bespoke multi-manager portfolios exclusively for Harbourfront Wealth advisors and their clients.

Our platform

Our integrated investment platform encompasses public and private markets investments, managed by our experienced investment experts and supported by a robust, disciplined process. Whether you're looking for stability, income, or long-term growth, we offer solutions to help clients reach their goals with confidence.

Our team of experts: the Office of the CIO

At the heart of our investment engine is the Office of the CIO, led by our Chief Investment Officer. This experienced team is the strategic force behind our investment solutions, delivering cutting-edge, research-driven insights, rigorous investment oversight, and precision-crafted asset allocation.

With deep expertise across both private and public markets, the Office of the CIO designs and manages multi-strategy, pension-style investment solutions built for resilience, consistency, and smart risk management. Their mission? To turn complexity into clarity—and opportunity into results.

Meet the Office of the CIO

Theresa Shutt, MBA, CFA

Theresa Shutt
Chief Investment Officer | View Bio
Theresa Shutt

Sylvanna Asia, CFA

Sylvanna Asia
Portfolio Manager | View Bio
Sylvanna Asia

David Ferreira, CFA

David Ferreira
Portfolio Manager | View Bio
David Ferreira

Paul Georgeopoulos, CFA

Paul Georgeopoulos
Portfolio Manager | View Bio
Paul Georgeopoulos

Ian Goodman, CFA

Ian Goodman
Portfolio Manager | View Bio
Ian Goodman

Abie Quayson, CFA

Abie Quayson
Portfolio Manager | View Bio
Abie Quayson

Nicholas Swinton

Nicholas Swinton
Associate Portfolio Manager | View Bio
Nicholas Swinton

Justin Van Dyk, CFA

Justin Van Dyk
Portfolio Manager | View Bio
Justin Van Dyk

Institutional
quality

Multi-asset,
multi-manager

Rigorous 

due diligence

Solutions designed 

to weather any storm

Process 
& approach

Our team is relentless in its pursuit of game-changing investments, harnessing a disciplined process to build portfolios that thrive—no matter what the markets throw our way. We don’t settle for ordinary; our multi-manager, multi-strategy solutions unlock access to top-tier institutional solutions. By strategically blending diverse strategies, we tap into a spectrum of unique return drivers and investment philosophies, enhancing diversification and significantly reducing concentration risk. The result? Portfolios engineered to seize every opportunity and weather any storm.

At the heart of this is the Office of the CIO, driving constant innovation with rigorous due diligence and dynamic portfolio management. We align client portfolios with real-world risks and ambitions—always staying one step ahead, ready for whatever comes next.

We don’t chase markets. We build for what’s next.

Investment evolution

2015

Creation of asset management firm to 
build integrated investment solutions

2018

Launch of first private markets pool and 
flagship Watermark Private Portfolios

2018

Offered first multi-manager institutional-
quality public markets pool

2019

Expanded private market offering with 
private real estate pool

2021

Introduced private equity pool

2024

Expanded institutional-quality public markets offering with global equity & fixed income pools

2025

Launched all-in-one private markets pool with equity, debt, real estate and infrastructure