Bert Quattrociocchi
Corporate Officer/Principal chez PI Financial Corp.
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 |
|---|---|---|
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | 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 The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006. | Président | - |
| Investment Dealers Association of Canada | Président | - |
| CFA Vancouver | President | - |
Formation de Bert Quattrociocchi
| University of British Columbia | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Finance |
| CFA Vancouver | |
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006. | Commercial Services |
| Investment Dealers Association of Canada | Commercial Services |
