Profil
Ms. Frances Connelly, CFA MBA, is Vice President at Leon Frazer & Associates, Inc. Previously, she was a Vice President and Portfolio Manager with Altamira Management Ltd., a large investment manager and direct distributor of mutual funds, where she was responsible for managing its money market products and over $1 billion in income-oriented assets.
She was also Manager of the company’s Short-Term Bond Fund and co-Manager of its Dividend Fund.
In addition, Ms. Connelly was a Partner and Portfolio Manager with a large investment counsellor where she managed portfolios for pension and mutual fund clients.
She began her investment career as an Analyst, and was Portfolio Manager for two large internally managed pension funds.
She is a Chartered Financial Analyst.
Anciens postes connus de Frances Connelly
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. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Portfolio Manager-Fixed Income | 30/06/2007 |
Altamira Management Ltd. | Portfolio Manager-Fixed Income | - |
Formation de Frances Connelly
Queen's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
---|---|
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Finance |
Altamira Management Ltd. | Finance |
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 |