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James John Telfser
Membre du Comité d'Investissement chez Aventine Management Group, Inc.
Postes actifs de James John Telfser
Sociétés | Poste | Début | Fin |
---|---|---|---|
Aventine Management Group, Inc.
![]() Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Membre du Comité d'Investissement | - | - |
Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de James John Telfser
Anciens postes connus de James John Telfser
Sociétés | Poste | Début | Fin |
---|---|---|---|
Caldwell Investment Management Ltd.
![]() Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Gestionnaire de Portefeuille-Actions | 01/01/2011 | 01/03/2014 |
Portfolio Manager-Fixed Income | 01/01/2011 | 01/03/2014 | |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | 31/12/2010 | 31/12/2010 |
State Street Trust Company Canada
![]() State Street Trust Company Canada Investment Banks/BrokersFinance Part of State Street Corp., State Street Trust Company Canada is a company based in Toronto, Canada. The CEO of the Canadian company is Robert Baillie. | Corporate Officer/Principal | 30/05/2008 | 30/05/2008 |
Formation de James John Telfser
Wilfrid Laurier University | Undergraduate Degree |
Statistiques
Internationale
Canada | 5 |
Etats-Unis | 2 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Caldwell Investment Management Ltd.
![]() Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Finance |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
State Street Trust Company Canada
![]() State Street Trust Company Canada Investment Banks/BrokersFinance Part of State Street Corp., State Street Trust Company Canada is a company based in Toronto, Canada. The CEO of the Canadian company is Robert Baillie. | Finance |
Aventine Management Group, Inc.
![]() Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Finance |
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