Kamran Khan, CFA
Kamran is the Chief Operating Officer (COO) at Sartorial Wealth, responsible for organizational structure, operational management, and execution of the firm’s strategic vision. He is also registered as a Portfolio Manager with the firm, bringing over 20 years of experience in research and investment management. He’ll support the team in areas of investment research, trading, client management, and compliance operations.
Prior to joining Sartorial Wealth in 2025, Kamran was registered as the Chief Compliance Officer (CCO) and Portfolio Manager at a private wealth management firm where he managed discretionary portfolios for high-net-worth individuals and families. He also spent over 12 years as a Portfolio Manager with a boutique Canadian asset manager leading the firm’s U.S. mutual fund and co-managing the firm’s global equity mandates. Earlier in his career, Kamran held positions in equity research, quantitative analysis and risk management while working with one of the big six Canadian banks.
Kamran graduated with a business administration degree from York University and was awarded the prestigious Chartered Financial Analyst (CFA) designation in 2000. Over the past 25 years, he has continued his education and training in areas including accounting, taxation, alternative investments and financial planning.
Kamran has also been an active volunteer within the financial community. He spent over 5 years working with the CFA Society Toronto Member Communications Committee, most recently in the role of Committee Chair. In addition to writing articles, he worked with the editor and other committee members to develop the Society’s quarterly publication, The Analyst, which is distributed to over 10,000 active members.
In another volunteer role, Kamran used his knowledge and expertise to give back to his local community. Between 2020 and 2024, he operated a free tax clinic as part of CRA’s Community Volunteer Income Tax Program (CVITP). With the help of volunteers, his clinic prepared free tax returns for eligible low-income individuals and families.
In his spare moments, Kamran enjoys spending time with family and friends, fulfilling his New Year’s fitness resolutions, and learning to play the guitar.
Credentials
- Chartered Financial Analyst (CFA)
- Bachelor of Commerce, York University
- CFP Professional Education Program
- Financial Modeling & Valuation Analyst (FMVA)
- Officers’, Partners’, and Directors’ Course
- Life License Qualification Program (LLQP)
- Canadian Investment Funds Course
- Options Strategies Course
- Options Licensing Course
- Derivatives Fundamentals Course
- Canadian Securities Course
Experience
- Chief Compliance Officer, Portfolio Manager & Financial Advisor, Security Financial PIC & Security Financial Services (2019 – 2025)
- Portfolio Manager, Norrep Capital Management (2006 – 2018)
- Quantitative / Equity Analyst, Natcan Investment Management (2003 – 2006)
- Risk Analyst / Portfolio Analytics – Altamira Management (1999 – 2002)

