Rowena Hartwell
Education
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1997–2001 — University of Toronto, Rotman School of Management
Bachelor’s Degree in Finance and Economics.
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2003–2005 — Columbia Business School
MBA with a concentration in Finance and Sustainable Investing.
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2021 — CFA Institute Certificate in ESG Investing
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Credentials
Holds both the Chartered Financial Analyst (CFA) charter and Certified Financial Planner (CFP) designation.
Career Experience
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2005–2010 — Loring, Wolcott & Coolidge (Boston) — Assistant Portfolio Manager, Sustainable Investments Team
- Conducted ESG screening and research.
- Helped construct socially responsible portfolios for foundations and family trusts.
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2010–2016 — CIBC Private Wealth Management — Senior Vice President & Relationship Manager
- Advised North American family offices and institutional clients.
- Structured cross-border wealth and trust solutions.
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2016–2023 — BNY Mellon Wealth Management — Senior Wealth Manager
- Led mandates for ultra-high-net-worth clients, integrating global multi-asset portfolios with family governance and philanthropy.
- Expanded adoption of sustainable and impact-oriented strategies.
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2024–Present — Keystone Venture Trust Inc. — Investment Manager (California)
- Oversees global asset allocation and ESG strategies for institutional and private clients.
- Leads implementation of Keystone’s sustainable investing framework across North American mandates.
Professional Strengths
- Over 20 years of experience in wealth and asset management with a deep focus on ESG and responsible investing.
- Proven track record in designing portfolios that balance risk-adjusted returns with measurable environmental and social impact.
- Regular speaker at industry conferences and contributor to professional publications on sustainable finance.
- Active mentor supporting women in finance and financial education initiatives.
- Recognized for integrity, transparency, and a client-first, long-term partnership approach.
Education
1997–2001 – University of Toronto, Rotman School of Management
Bachelor’s Degree in Finance and Economics.
2003–2005 – Columbia Business School
MBA with a concentration in Finance and Sustainable Investing.
2021 – CFA Institute Certificate in ESG Investing.
Holds both the Chartered Financial Analyst (CFA) charter and Certified Financial Planner (CFP) designation.
Career Experience
2005–2010 – Loring, Wolcott & Coolidge (Boston)
Assistant Portfolio Manager, Sustainable Investments Team
Conducted ESG screening and research.
Helped construct socially responsible portfolios for foundations and family trusts.
2010–2016 – CIBC Private Wealth Management
Senior Vice President & Relationship Manager
Advised North American family offices and institutional clients.
Structured cross-border wealth and trust solutions.
2016–2023 – BNY Mellon Wealth Management
Senior Wealth Manager
Led mandates for ultra-high-net-worth clients, integrating global multi-asset portfolios with family governance and philanthropy.
Expanded adoption of sustainable and impact-oriented strategies.
2024–Present – Keystone Venture Trust Inc.
Investment Manager (California)
Oversees global asset allocation and ESG strategies for institutional and private clients.
Leads implementation of Keystone’s sustainable investing framework across North American mandates.
Professional Strengths
Over 20 years of experience in wealth and asset management with a deep focus on ESG and responsible investing.
Proven track record in designing portfolios that balance risk-adjusted returns with measurable environmental and social impact.
Regular speaker at industry conferences and contributor to professional publications on sustainable finance.
Active mentor supporting women in finance and financial education initiatives.
Recognized for integrity, transparency, and a client-first, long-term partnership approach.
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