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🔥 当社AIが選択した株式戦略、テクノロジー大手、は５月までに+7.1%の上昇。株式がブームなうちに行動を起こしましょう。 40%割引で開始
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- モーニングスターの評価:
- 総資産: 3.65B
BEUTEL GOODMAN BALANCED-PF
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0P000074JE 概要
このページではBeutel Goodman Balancedの基本的な企業情報をご覧になれます。 0P000074JE の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Mary Crowe | Vice President, Canadian Equities | 2021 | now |
| 伝記 | Mary Crowe, BA, CFA, Vice President, Canadian Equities Mary joined Beutel Goodman in 2010 and has over 10 years of investment experience. Prior to joining Beutel Goodman, she worked as a Pricing Analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder. | ||
| Ryan Fitzgerald | Vice President, U.S. & International Equities | 2020 | now |
| 伝記 | Ryan joined Beutel Goodman in 2020 and comes to the firm with over 20 years of financial industry experience. Prior to joining Beutel Goodman, Ryan worked for CI Investments in progressively senior roles, including 12 years as a senior member of CI’s Signature Advisors Equity team, and overseeing equity investing as Co-Manager of the Signature High Income Fund, CI’s largest fund. Ryan is a graduate of Saint Mary’s University and is a CFA charterholder. | ||
| Stanley Wu | Vice President, U.S. & International Equities | 2016 | now |
| 伝記 | Stanley Wu, CFA, joined JFL in 2005 as a global research analyst. Prior to joining the firm, Stanley spent four years in equity research with Letko Brosseau and Associates, where he covered health care, specialty chemical, and, IT services, on a global basis. Prior to that, he worked in business development areas for the medical devices division in an affiliate of Siemens in China. He also had business experience with a major media and communication holding company based in Bangkok, Thailand. Stanley holds B.S. and M.S. degrees from Zhejiang University (Hangzhou, China) and Chinese Academy of | ||
| Derek Brown | Senior Vice President, Co-Head of Fixed Income | 2016 | now |
| 伝記 | Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and a CFA charterholder. | ||
| Rui Cardoso | Vice President, U.S. & International Equities | 2013 | now |
| 伝記 | Rui joined Beutel Goodman in 2013 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and international equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder. | ||
| Colin Ramkissoon | Vice President, U.S. & International Equities | 2011 | now |
| 伝記 | Colin joined Beutel Goodman in 2011 and has over 15 years of investment and banking experience. He is a portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Colin spent nine years in senior positions held at TD, in the areas of private equity and mergers and acquisitions. Colin is a graduate of York University and is a CFA charterholder. | ||
| James Black | Vice President, Canadian Equities | 2007 | now |
| 伝記 | James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 25 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. | ||
| KC Parker | Vice President, U.S. & International Equities | 2006 | now |
| 伝記 | KC joined Beutel Goodman in 2006 and has over 10 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and international equities. Prior to joining Beutel Goodman, KC was senior partner in an Ottawa-based technology firm. KC is a graduate of Simon Fraser University and a CFA charterholder. | ||
| Sue McNamara | Senior Vice President, Fixed Income | 2006 | now |
| 伝記 | Sue joined Beutel Goodman in 2006 and has over 20 years of investment experience. She is a portfolio manager and a dedicated credit analyst, also involved in strategy and product design. Prior to joining BG, Sue worked as a Research Analyst for several of the large brokerage houses, most recently at BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and is a CFA charterholder. | ||
| Pat Palozzi | Vice President, Canadian Equities | 2004 | now |
| 伝記 | With over 30 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers and industrials. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder. | ||
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