Raymond (Ray) Bertrand is a Senior Vice President, Regional Director at Aristotle Capital. Ray brings over 30 years of experience in financial services, including over two decades wholesaling asset management. Prior to Aristotle Capital, Ray served as Senior Regional Director at William Blair Wealth Management and was Regional Vice President at Invesco. Previously, he held various roles with progressive responsibility at Franklin Templeton Investments, culminating in Regional Vice President of the Independent and Bank Division in Southern California.
Ray earned his Bachelor of Arts degree from Queen’s University (Kingston, Ontario). He is a member of the Investments & Wealth Institute (formerly Investment Management Consultants Association). Ray holds FINRA Series 7, 63 and 65 licenses. In his spare time, Ray enjoys competitive squash, alpine skiing, ice hockey and a desire for international travel.