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Raymond Bertrand
Senior Vice President - Regional Director at Aristotle Capital Boston, LLC
About
Raymond Bertrand is Senior Vice President and Regional Director at Aristotle Capital Management, LLC, based in Beverly Hills, CA. In this role, he oversees wealth management distribution for clients and serves as a key liaison between the firm and financial advisors, institutional investors, and high-net-worth clients. His responsibilities include building strategic relationships and driving the firm's growth in targeted regions.
Raymond specializes in the distribution of investment portfolios, focusing on core equity and fixed income strategies in sectors such as U.S. and global equities, as well as tailored solutions for institutional and wealth management clients. His approach is centered on delivering Aristotle's research-driven investment solutions to investors seeking disciplined asset management across multiple regions.
Prior to joining Aristotle Capital, Raymond held senior distribution and relationship management roles, including Senior Regional Director at William Blair and Regional Vice President at Invesco US. He holds degrees from Queen's University and Ashbury College, and brings over two decades of expertise in investment sales, client relations, and bringing institutional-quality asset management strategies to private wealth platforms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle Capital Management, LLC | Senior Vice President - Regional Director | Sep 2019 to Present | — |
| William Blair | Senior Regional Director | Jul 2016 to Jan 2019 | — |
| Invesco US | Regional Vice President | Jul 2006 to Jul 2016 | — |
| Franklin Templeton Investments | Regional Vice President | Feb 1997 to Jul 2006 | — |
| Franklin Templeton Investments | Regional Sales Director, Canada | Mar 1994 to Feb 1997 | — |
| Brockhouse & Cooper/Canadian Bar Mutual Fund | Director of Sales | Apr 1989 to Mar 1994 | — |
Education
Queen's University
1983 — 1986
Ashbury College
1978 — 1982
Skills & Expertise
Others at Aristotle Capital Boston, LLC (39)
| Name | Role | Location |
|---|---|---|
 | Principal : Portfolio Manager - Global | Los Angeles, CA , United States |
 | Senior Vice President | Cumming, GA , United States |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
 | Senior Vice President, Data Management | Los Angeles, CA , United States |
 | Senior Vice President, Advisory Distribution | Chicago, IL , United States |
 | Principal, Portfolio Manager | Los Angeles, CA , United States |
 | Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States |
 | High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States |
J John Manley | Principal, Managing Director- Institutional Services | Boston, MA , United States |
 | Managing Director and Chief Technology Officer | Los Angeles, CA , United States |
