# Nest Wealth Appoints Sean Tascatan as Chief Investment and Growth Officer > Nest Wealth Asset Management appointed Sean Tascatan as Chief Investment and Growth Officer, tasking him. - Published: 2026-10-15T15:37:06+00:00 - Section: Leadership - Author: News Desk - URL: https://newsforagent.com/news/2026-10-15/nest-wealth-sean-tascatan-chief-investment-officer - Source: [Financial Post](https://financialpost.com/pmn/business-wire-news-releases-pmn/nest-wealth-asset-management-appoints-sean-tascatan-as-chief-investment-and-growth-officer-as-it-enters-its-next-phase-of-evolution) ## Key takeaways - Sean Tascatan joins Nest Wealth as Chief Investment and Growth Officer after leading Starlight Capital's $400 million Diversified Equities platform. - Nest Wealth is developing an investment framework that adds a dedicated allocation to liquid alternatives alongside equities and fixed income. - The firm is upgrading its investment platform and technology infrastructure and introducing a new mobile app and redesigned client experience. [Nest Wealth](https://akta.pro/company-profiles/000281e/nest-wealth) Asset Management has appointed Sean Tascatan as Chief Investment and Growth Officer, the Toronto firm said on October 15, 2026. Tascatan joins from Starlight Capital, where he was Lead Portfolio Manager of its $400 million Diversified Equities platform, and he will lead Nest Wealth's investment strategy and asset allocation framework. ## Tascatan's Role and Prior Mandates The appointment was announced by the [Financial Post](https://financialpost.com/pmn/business-wire-news-releases-pmn/nest-wealth-asset-management-appoints-sean-tascatan-as-chief-investment-and-growth-officer-as-it-enters-its-next-phase-of-evolution). Tascatan brings more than 15 years of experience in the investment management industry, including managing and co-managing award-winning funds, according to the company. At Starlight Capital, Tascatan oversaw portfolio construction, risk management and the allocation of capital across sectors and regions. He previously led a range of dividend-focused mandates at an independent Canadian asset manager and co-managed portfolios of $3 billion and $500 million as a member of the Equity Income team at Sentry Investments. He also served as a Portfolio Manager at BMO Private Wealth. "Our focus is on building resilient portfolios that emphasize quality, stability and managing downside risk," Tascatan said. "We believe long-term investing means diversifying across sources of risk rather than relying on broad market exposure or chasing short-term results, and that discipline will remain central to how we serve our clients." ## Nest Wealth's Portfolio and Platform Changes Nest Wealth is developing a new investment framework informed by institutional asset-allocation principles and adapted to the needs of a broader range of Canadian investors. Moving beyond the traditional 60/40 mix of stocks and bonds, its portfolios will include a dedicated allocation to liquid alternatives alongside equities and fixed income, with each alternative strategy serving a defined role as a portfolio enhancer, diversifier or inflation protector. The firm is also upgrading its investment platform and technology infrastructure, and is introducing a new mobile app and a redesigned client experience. Nest Wealth said it plans to explore additional solutions and strategies designed to respond to changing investor needs over time. ## Nest Wealth's Funding and Custody Records Nest Wealth is part of Objectway Group, according to akta.pro [company records](https://akta.pro/company-data). The same records show the firm raised $50 million in July 2020 in a funding round led by NAventures, the largest capital event in its history, and approximately $4.4 million in April 2017 in a round led by National Bank of Canada. The records list Fidelity Clearing Canada and National Bank Independent Network as third-party custodians for client accounts, with accounts protected up to $1 million CDN through CIPF coverage. Nest Wealth was established in 2014 as Canada's first robo-adviser. ## Leadership Hires Across Wealth Management Gallagher appointed Matthew Jarrold as strategic account director in its UK and Ireland retail division, [Insurance Times](https://www.insurancetimes.co.uk/news/gallagher-announces-senior-hire-for-uk-and-ireland-retail-division/1459941.article) reported on October 14, 2026. Jarrold joins from Marsh, where he spent six years as head of service for corporate clients in the north of England and Ireland. AJ Bell appointed Andrew Donald as investment sales director, [Portfolio Adviser](https://portfolio-adviser.com/aj-bell-hires-investment-sales-director-as-it-cuts-mps-fee/) reported on October 1, 2026, alongside a 20% cut to its core managed portfolio service fee, from 0.15% to 0.12%. Rathbones Group appointed Michelle Sylvia Scrimgeour as a director effective October 1, 2026, during the Investec Wealth & Investment integration, [Simply Wall St](https://simplywall.st/stocks/gb/diversified-financials/lse-rat/rathbones-group-shares/news/will-board-appointment-change-rathbones-groups-lserat-integr) reported on October 14, 2026. ## Companies in this story - [Nest Wealth company profile](https://akta.pro/company-profiles/000281e/nest-wealth) · website: https://www.nestwealth.com --- News for Agent · https://newsforagent.com/llms.txt