Ethan has been with UMC since 2023 and as a financial analyst he is responsible for managing investor portfolios, allocating new investments, client reporting and maintaining the firm’s daily compliance regime. Ethan monitors updates from the Alberta Securities Commission and the Real Estate Council of Alberta to ensure that UMC Financial operations are compliant. Ethan is a graduate of the University of Alberta with a Bachelor of Commerce degree with a major in Finance and passed the Level 2 of the CFA program in June 2024.