![Christopher Daniel Heaman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Christopher Daniel Heaman
Gestionnaire de Portefeuille-Actions chez
Quintessence Wealth
Finance
Profil
Mr. Christopher D.
Heaman is a Portfolio Manager at R.N.
Croft Financial Group, Inc. He has been working in the financial Industry since 1993.
He works directly with advisors and clients using private pools that utilize options for income and risk management.
Mr. Heaman worked as a Portfolio Manager since 2003 after having 10 years of experience in the retail sales environment.
He worked with clients through a Fee Based approach with an IIROC firm and moved in 2012 to a firm offering discretionary portfolio management on their platform as well as option trading.
He had traded options personally since 2007 and had used strategies within client accounts and models since 2012.
Postes actifs de Christopher Daniel Heaman
| Sociétés | Poste | Début |
|---|---|---|
Quintessence Wealth
 Quintessence Wealth Investment ManagersFinance Q Wealth operates their own investment platform – designed to take a “buy vs build” approach, seeking the best possible mix of investment solutions combined with great value. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Anciens postes connus de Christopher Daniel Heaman
| Sociétés | Poste | Fin |
|---|---|---|
R.N. Croft Financial Group, Inc.
 R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Finance |
Quintessence Wealth
Quintessence Wealth Investment ManagersFinance Q Wealth operates their own investment platform – designed to take a “buy vs build” approach, seeking the best possible mix of investment solutions combined with great value. | Finance |
