Profil
Mr. William K.
Kovalchuk, CFA MBA, is a President & Senior Portfolio Manager at Claret Asset Management Corp.
He began his professional career in 1986.
He co-founded the firm in 1996 and has been President and Portfolio Manager ever since.
Mr. Kovalchuk was President of the Montreal Society of Financial Analysts in 1996-97 and was the President’s Council Representative for Canada from 2000-2004 for the CFA Institute.
He holds a Bachelor’s degree in Commerce from Concordia University and an MBA from McGill University.
He is a Chartered Financial Analyst since 1991.
Postes actifs de Bill Kovalchuk
| Sociétés | Poste | Début |
|---|---|---|
Claret Asset Management Corp.
Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification. | Fondateur | 01/01/1996 |
Anciens postes connus de Bill Kovalchuk
| Sociétés | Poste | Fin |
|---|---|---|
Dynetek Industries Ltd.
Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles | Directeur/Membre du Conseil | 27/08/2007 |
Montreal Society of Financial Analysts | President | 01/01/1997 |
Formation de Bill Kovalchuk
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Dynetek Industries Ltd.
Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles | Producer Manufacturing |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Concordia University
Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montreal Society of Financial Analysts | |
Claret Asset Management Corp.
Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification. | Finance |
















