Profil
Mr. Bert Quattrociocchi, CFA, is a Senior Vice President & Managing Director of Discretionary Asset at Ventum Financial Corp.
He is the lead portfolio manager for the firm’s in-house managed portfolios and is responsible for the firm’s licensed discretionary portfolio managers.
Mr. Quattrociocchi has been managing investment portfolios for over 35 years and is a Certified Portfolio Manager.
Previously he is a Head of the Private Client Division and the Capital Markets Division, which he established and grew to 40 professionals located in Vancouver, Calgary and Toronto.
He has held a wide range of investment industry positions in portfolio management, equity research, institutional and private client sales, and investment banking.
Mr. Quattrociocchi was previously employed as a Chairman of the BC Region of the Investment Industry Association of Canada, Chairman of the Pacific District Council of the Investment Industry Regulatory Organization of Canada.
He also worked as President of the Vancouver Society of Financial Analysts.
Mr. Quattrociocchi holds an Economics Degree from the University of British Columbia and holds the Chartered Financial Analyst designation.
Postes actifs de Bert Quattrociocchi
| Sociétés | Poste | Début |
|---|---|---|
Ventum Financial Corp.
Ventum Financial Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/1990 |
Anciens postes connus de Bert Quattrociocchi
| Sociétés | Poste | Fin |
|---|---|---|
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services Member-based, professional association that advances the growth and development of the Canadian investment industry | Président | - |
Investment Dealers Association of Canada
Investment Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Regulates investment dealers, securities trading, and regulations enforcement services | Président | - |
CFA Vancouver
CFA Vancouver Cfa Society Vancouver is a company based in Vancouver, Canada. | President | - |
Formation de Bert Quattrociocchi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Ventum Financial Corp.
Ventum Financial Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Dealers Association of Canada
Investment Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Regulates investment dealers, securities trading, and regulations enforcement services | Commercial Services |
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services Member-based, professional association that advances the growth and development of the Canadian investment industry | Commercial Services |
CFA Vancouver
CFA Vancouver Cfa Society Vancouver is a company based in Vancouver, Canada. |
















