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Erin Claire O'Brien
Gestionnaire de Portefeuille-Actions chez
Cumberland Private Wealth Management, Inc.
Profil
Ms. Erin C.
O'Brien, CFA, is a Portfolio Manager at Cumberland Private Wealth Management, Inc. She joined Cumberland in 2004.
She is responsible for managing investment portfolios on a discretionary basis for individuals, holding companies, trusts, estates and charitable foundations.
Prior to Cumberland Private Wealth, Ms. O’Brien was Vice President, Private Capital Management at Laketon Investment Management, Sales and Marketing Manager at HSBC Securities and Equity Analyst at Canaccord Capital.
She received her BA degree from the University of Western Ontario and a MSc degree from Brunel University.
Postes actifs de Erin Claire O'Brien
| Sociétés | Poste | Début |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Gestionnaire de Portefeuille-Actions | 01/01/2004 |
Anciens postes connus de Erin Claire O'Brien
| Sociétés | Poste | Fin |
|---|---|---|
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance Provides brokerage services | Sales & Marketing | - |
Canaccord Adams
 Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Laketon Investment Management
 Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Erin Claire O'Brien
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Brunel University
 Brunel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Laketon Investment Management
Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies. | Finance |
Canaccord Adams
Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
