Dona Eull-Schultz
Directeur/Membre du Conseil chez Portfolio Management Association of Canada
Profil
Ms. Dona Eull-Schultz is a Vice President, Investment Counsellor & Region Head at Cardinal Capital Management, Inc. She is on the Board of Directors at Portfolio Management Association of Canada.
She is also a Senior Portfolio Manager at Cardinal, working directly with private clients and their families.
She is on the Board of Directors at Portfolio Management Association of Canada.
She has more than 35 years of experience in the financial services industry, both in Canada and in the United States.
Ms. Eull-Schultz enjoyed a successful career in the retail securities industry with Piper Jaffray and Hopwood in Minneapolis, Minnesota before moving to Canada and bringing her breadth of experience to the investment management business in 1987.
In the subsequent decades, she has held executive management positions within the wealth management industry for a large Canadian financial institution and the Canadian arm of a U.S.
money manager.
Most recently, she served as President of one of Canada’s longest tenured money management firms, where she managed a number of institutional and private client relationships.
She received her undergraduate degree from the University of Maryland.
Postes actifs de Dona Eull-Schultz
| Sociétés | Poste | Début |
|---|---|---|
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
Cardinal Capital Management, Inc.
 Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Dona Eull-Schultz
| Sociétés | Poste | Fin |
|---|---|---|
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | President | 01/03/2019 |
Formation de Dona Eull-Schultz
| University of Maryland | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Commercial Services |
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Finance |
