About
Foster Broad is an Associate on the Private Wealth team at Fiera Capital Corp, based in New York and supporting clients in the U.S. Northeast region. In this role, he collaborates closely with a team of Investment Counselors on client servicing, business development, investment research, transaction administration, and workflow optimization. His responsibilities include preparing client deliverables and marketing materials, with a strong emphasis on supporting investment operations in private wealth management.
Prior to his current position, Foster joined Fiera Capital in 2022 as a Client Service Analyst before advancing to the Private Wealth group in 2023. While his title includes 'analyst' in earlier roles, he now operates primarily at the Associate level, focusing on client service and investment support within private wealth, rather than direct portfolio management or security selection.
Foster Broad earned his BBA from the University of Michigan Ross School of Business, equipping him with a solid grounding in business analytics and finance. His expertise centers on serving high-net-worth individuals and families, leveraging research and operational skills to enhance client experiences and drive business growth in the private wealth sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiera Capital | Client Services Analyst | Feb 2022 to Present | — |
| American Properties Realty, Inc | Property Management Intern | Jul 2018 to Aug 2018 | • Contributed towards the construction of luxury condominiums when necessary by helping install doors and windows, transport heavy materials, sweep floors, etc. • Performed daily maintenance controls ... |
| Richardson Commercial, LLC Realtors | Real Estate Brokerage Intern | May 2018 to Jul 2018 | • Conducted market research on comparable properties to help appraiser develop valuations for properties • Accompanied and assisted brokers on inspections of houses in order to prepare their appraisal... |
| London Stock Exchange Group (LSEG) | Summer Data Analyst | Jun 2017 to Aug 2017 | • Conducted research on a cross-margining agreement shared between LCH’s main competitor and another derivative exchange based in an emerging market in order to evaluate competitor positioning as wel... |
| EnvoyNow (acq. 2017) | Campus Sales Manager | Sep 2016 to Jan 2017 | • Cold-called as well as met directly with several restaurant owners and managers in Ann Arbor to negotiate and finalize the terms of a partnership, expanding our restaurant offerings and broadening o... |
| Princeton Wealth Advisors of Raymond James | Summer Intern | Jun 2016 to Aug 2016 | • Utilized the company's "Goal Planning & Monitoring" software, which measures the feasibility of client's financial needs, wants, and goals based on a variety of factors, to build and manage retireme... |
| Pennsylvania School for Global Entrepreneurship | Project Coordinator | Jul 2014 to Aug 2014 | Collaborated with U.S. and international students from a selective applicant pool in an immersive learning environment focused on global entrepreneurship, team building, project management, and variou... |
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
2016 — 2019
The Hun School of Princeton
2011 — 2015
Others at Fiera Capital Corp. (26)
| Name | Role | Location |
|---|---|---|
 | Senior Analyst, Municipal Credit Research | Boston, MA , United States |
 | SVP and Portfolio Manager | Miamisburg, OH , United States |
 | Senior Analyst | Montreal, QC , Canada |
A Alexander Sharp | Billing Analyst | Montreal, QC , Canada |
B Benoit Paquette | Lead Analyst, Performance and Reporting | Montréal, QC , Canada |
 | Vice President and Portfolio Manager, Global Asset Allocation | Montreal, QC , Canada |
 | Vice président et gestionnaire de portefeuille principal, Revenu Fixe | Montreal, QC , Canada |
 | Senior Analyst | New York, NY , United States |
 | Finance and Accounting Analyst | Toronto, ON , Canada |
E Eric Lopez | Senior Analyst, Systems Maintenance | Montreal, QC , Canada |