Isabelle Helene Wehrli
Compliance Officer chez Dorchester Wealth Management Co.
Profil
Ms. Isabelle H.
Wehrli is Partner & Chief compliance Officer at Dorchester Wealth Management Co. In addition to managing portfolios for private clients, she is involved in the quantitative and fundamental analysis of Canadian equities.
Ms. Wehrli was previously employed as Assistant Controller by Panalpina, Inc.
She earned her MBA in Finance at Concordia University in 1985.
Postes actifs de Isabelle Helene Wehrli
| Sociétés | Poste | Début |
|---|---|---|
Dorchester Wealth Management Co.
 Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Compliance Officer | 01/04/2015 |
Anciens postes connus de Isabelle Helene Wehrli
| Sociétés | Poste | Fin |
|---|---|---|
Panalpina, Inc.
 Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Comptroller/Controller/Auditor | - |
Formation de Isabelle Helene Wehrli
| Concordia University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Finance |
Panalpina, Inc.
Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Transportation |
