Jason Dale Isaac
Gestionnaire de Portefeuille-Actions chez Cumberland Investment Counsel, Inc.
Profil
Mr. Jason D.
Isaac is a Portfolio Manager at Cumberland Investment Counsel, Inc. His focus is on international equities research adding to the breadth of the firm’s international offering and team.
Mr. Isaac began his career in 1997 developing his expertise in US and European equities.
Over his 20+ year career, he worked with major Canadian financial institutions in banking and investment counselling.
During this time, he also spent 11 years as a Private Client Portfolio Manager with a Calgary-based international asset manager.
Mr. Isaac received his Bachelor of Business Administration in Finance and Economics from the University of Regina.
He is also a Financial Management Advisor (FMA), Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Postes actifs de Jason Dale Isaac
| Sociétés | Poste | Début |
|---|---|---|
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Gestionnaire de Portefeuille-Actions | 01/05/2018 |
Formation de Jason Dale Isaac
| University of Regina | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |
