Josephine Tse

Josephine Tse joined BNY Mellon Wealth Management, Advisory Services in 2017 as Vice President, Manager Research Canada.  As a member of the Global Manager Research team, Josephine is responsible for evaluating and performing ongoing due diligence for the firm’s recommended investment managers. She is also responsible for providing expertise in identifying investment managers in an effort to ensure that our clients have access to the very best managers across the various assets classes.

Prior to joining the firm, Josephine was a Portfolio Manager within the Public Equities department with the Ontario Teacher’s Pension Plan and had held progressively more senior positions in her 17 year tenure with the company. In this role, Josephine developed and managed a successful multi-billion-dollar program of global and emerging market equity managers. Josephine was responsible for manager search, selection and in-depth investment due diligence.

Josephine received a Master of Business Administration degree from York University. She is a CFA charterholder and a member of the Toronto CFA Society.  Josephine is also a Certificated Public Accountant and is a member of the American Institute of Certified Public Accountants (AICPA).