Charlene Li is a Senior Fund Accountant at Sagard and joined the firm in 2021. Charlene is responsible for day-to-day fund operations, NAV calculations, and the accounting of capital activities for Portage. She is a member of the finance team and is based in Montreal, Canada.
Prior to Sagard, Charlene served as a Senior Analyst at Fiera Capital and Senior Fund Accountant at Maples Group, where she delivered NAV calculations for clients with a total AUM of over $3B.
Charlene holds a BCom in Accounting from McGill University. She is a candidate for the Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst (CFA) designations.