Jason Goletz
Sales & Marketing chez Brompton 2015 Flow-Through LP
Profil
Jason P.
Goletz is currently the Vice President-Sales & Marketing at Brompton 2015.
Flow-Through LP and Brompton Group Ltd.
He previously held the same position at Brompton Funds LP and Brompton 2017 Flow Through LP.
Prior to his current roles, he worked as a Sales Director at Qwest Investment Management Corp.
and held various Vice President-Sales & Marketing positions at Brompton Split Banc Corp., Life & Banc Split Corp., Brompton Lifeco Split Corp., Dividend Growth Split Corp., Canadian High Income Equity Fund, Tech Leaders Income Fund, Taylor North American Equity Opportunities Fund, Eclipse Residential Mortgage Investment Corp., Brompton 2014 Flow-Through LP, Goldman Sachs U.S.
Income Builder Trust, Brompton Energy Split Corp., Flaherty & Crumrine Investment Grade Preferred Income Fund, Blue Ribbon Income Fund, Global Healthcare Income & Growth Fund, and European Dividend Growth Fund.
He received his undergraduate degree from the University of Toronto.
Postes actifs de Jason Goletz
| Sociétés | Poste | Début |
|---|---|---|
Brompton 2015 Flow-Through LP
 Brompton 2015 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Brompton 2015 Flow Through LP is open-End Investment Fund/Unit Trust. Its main objective is to provide tax benefits for the limited partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The company was founded on December 15, 2014 and is headquartered in Toronto, Canada. | Sales & Marketing | - |
Brompton Group Ltd.
 Brompton Group Ltd. Financial ConglomeratesFinance Brompton Group Ltd. engages in investment funds management activities. It offers income, growth, sector specific and tax advantaged investment solutions. The firm’s solutions include closed-end funds, mutual funds and hedge funds. The company was founded by Peter A. Braaten and Raymond R. Pether in 1999 and is headquartered in Toronto, Canada. | Sales & Marketing | - |
Brompton 2017 Flow Through LP
 Brompton 2017 Flow Through LP Brompton 2017 Flow Through LP seeks to achieve capital appreciation and engages in the provision of tax benefits for the limited partners by investing in the resource companies related to the oil and gas; and mining sectors. The company was founded on December 19, 2016 and is headquartered in Toronto, Canada. | Sales & Marketing | - |
Brompton Funds LP
 Brompton Funds LP Investment ManagersFinance Part of Brompton Corp., Brompton Funds LP is a Canadian company that provides investment services. The company is based in Toronto, Canada. Brompton Funds was acquired by Duntroon Energy Ltd. from Brompton Group Ltd. on April 07, 2008. Mark Anthony Caranci has been the CEO of the company since 2007. | Sales & Marketing | 01/05/2012 |
Anciens postes connus de Jason Goletz
| Sociétés | Poste | Fin |
|---|---|---|
Brompton Corp.
 Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada. | Sales & Marketing | 01/01/2018 |
| BROMPTON LIFECO SPLIT CORP. | Sales & Marketing | 20/05/2014 |
Qwest Investment Management Corp.
 Qwest Investment Management Corp. Investment ManagersFinance Qwest Investment Management Corp. engages in the provision of investment management services. It launches and manages flow-through funds, mutual funds and specialty funds. The company was founded by Maurice Albert Levesque on January 20, 2003 and is headquartered in Vancouver, Canada. | Sales & Marketing | 01/05/2012 |
| BLUE RIBBON INCOME FUND | Sales & Marketing | - |
European Dividend Growth Fund
 European Dividend Growth Fund Investment Trusts/Mutual FundsMiscellaneous European Dividend Growth Fund operates as a closed-end investment fund. It provides unitholders with stable monthly cash distributions, the opportunity for capital appreciation, and lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of European Dividend Growth Companies directly. The company was founded on June 23, 2017 and is headquartered in Toronto, Canada. | Sales & Marketing | - |
Formation de Jason Goletz
| University of Toronto | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 21 |
|---|---|
Brompton Split Banc Corp.
 Brompton Split Banc Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Split Banc Corp. operates as a closed-end investment fund/investment trust. It intends to provide holders of the preferred shares with fixed cumulative preferential quarterly cash distribution and to return original issue price on the maturity date. The company was founded on September 14, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Life & Banc Split Corp.
 Life & Banc Split Corp. Investment Trusts/Mutual FundsMiscellaneous Life & Banc Split Corp. operates as a mutual fund company, which invests in the portfolio that comprises of common shares of Canadian banks and publicly traded Canadian life insurance companies. It aims to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and to return the original issue price to holders of the shares on the maturity date. The company was founded on September 6, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Lifeco Split Corp.
 Brompton Lifeco Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Lifeco Split Corp. is a closed-end mutual fund. The firm?s investment objective is to provide holders of preferred shares with fixed cumulative preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on January 19, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Dividend Growth Split Corp.
 Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Dividend Growth Split Corp. is a closed-end mutual fund company. Its investment objective is to provide holders cash distributions by investing in a common share portfolio equal-weighted portfolio comprised of large-capitalization Canadian equities. The company was founded on September 25, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian High Income Equity Fund
 Canadian High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Canadian High Income Equity Fund is a closed-end investment fund, which engages in the provision of monthly distributions to unitholders. It also involves in the capital appreciation through investment in managed portfolio comprised of dividend-paying common equities. The company was founded on January 1, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Tech Leaders Income Fund
 Tech Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Tech Leaders Income Fund is a closed-end investment fund/investment trust managed by Brompton Funds Limited. Its investment objective is to provide unit holders with monthly distributions and the opportunity for capital appreciation through investment in an equal weight portfolio consisting of equity securities of technology companies. Tech Leaders Income Fund was founded on April 27, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Taylor North American Equity Opportunities Fund
 Taylor North American Equity Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Taylor North American Equity Opportunities Fund is a closed-end investment fund or trust. The company was founded on May 29, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
Eclipse Residential Mortgage Investment Corp.
 Eclipse Residential Mortgage Investment Corp. Finance/Rental/LeasingFinance Eclipse Residential Mortgage Investment Corp. is a non-redeemable investment fund engages in investment and reinvestment of its own assets in mortgages comprised primarily of single family residential mortgages that seeks to preserve capital and generate sufficient income to permit it to pay monthly distributions to shareholders. The company was founded on April 3, 2013 and is headquartered in Toronta, Canada. | Finance |
Brompton 2014 Flow-Through LP
 Brompton 2014 Flow-Through LP Financial ConglomeratesFinance Brompton 2014 Flow-Through LP is a non-redeemable investment fund. Its investment objective is to seek to achieve capital appreciation and to provide tax benefits for the Limited Partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The firm intends to invest in flow-through shares and other securities. The company was founded on December 13, 2013 and is headquartered in Toronto, Canada. | Finance |
Goldman Sachs U.S. Income Builder Trust
 Goldman Sachs U.S. Income Builder Trust Investment Trusts/Mutual FundsMiscellaneous Goldman Sachs U.S. Income Builder Trust is a closed end investment fund. The investment objectives of the company are to seek to provide income and capital appreciation, in each case, through investing in an actively managed, diversified portfolio comprised primarily of U.S. fixed income and equity securities. The company was founded on January 1, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton 2015 Flow-Through LP
Brompton 2015 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Brompton 2015 Flow Through LP is open-End Investment Fund/Unit Trust. Its main objective is to provide tax benefits for the limited partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The company was founded on December 15, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Energy Split Corp.
 Brompton Energy Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Energy Split Corp. is a closed-end mutual fund. The firm's investment objective is to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on December 30, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Group Ltd.
Brompton Group Ltd. Financial ConglomeratesFinance Brompton Group Ltd. engages in investment funds management activities. It offers income, growth, sector specific and tax advantaged investment solutions. The firm’s solutions include closed-end funds, mutual funds and hedge funds. The company was founded by Peter A. Braaten and Raymond R. Pether in 1999 and is headquartered in Toronto, Canada. | Finance |
Flaherty & Crumrine Investment Grade Preferred Income Fund
 Flaherty & Crumrine Investment Grade Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Flaherty & Crumrine Investment Grade Preferred Income Fund is a closed-end investment trust, which investment objective is to provide unitholders with a stable stream of monthly distributions by investing in a portfolio of fixed income securities consisting primarily of US-dollar-denominated corporate debt and preferred securities of North American issuers. The company was founded on October 29, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
Qwest Investment Management Corp.
Qwest Investment Management Corp. Investment ManagersFinance Qwest Investment Management Corp. engages in the provision of investment management services. It launches and manages flow-through funds, mutual funds and specialty funds. The company was founded by Maurice Albert Levesque on January 20, 2003 and is headquartered in Vancouver, Canada. | Finance |
Brompton Funds LP
Brompton Funds LP Investment ManagersFinance Part of Brompton Corp., Brompton Funds LP is a Canadian company that provides investment services. The company is based in Toronto, Canada. Brompton Funds was acquired by Duntroon Energy Ltd. from Brompton Group Ltd. on April 07, 2008. Mark Anthony Caranci has been the CEO of the company since 2007. | Finance |
Brompton Corp.
Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada. | Finance |
Blue Ribbon Income Fund
 Blue Ribbon Income Fund Investment Trusts/Mutual FundsMiscellaneous Blue Ribbon Income Fund is a closed-end investment trust. Its objective is to provide unit holders with high monthly distributions and low management fees, together with the opportunity for capital appreciation. The fund also offers distribution reinvestment plan which allows participating unit holders to automatically reinvest monthly distributions, commission free, in additional units of the fund. The company was founded on July 11, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
Global Healthcare Income & Growth Fund
 Global Healthcare Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Global Healthcare Income & Growth Fund operates as a Closed-End Investment Fund/Investment Trust. The company is headquartered in Toronto, Canada. | Miscellaneous |
Brompton 2017 Flow Through LP
Brompton 2017 Flow Through LP Brompton 2017 Flow Through LP seeks to achieve capital appreciation and engages in the provision of tax benefits for the limited partners by investing in the resource companies related to the oil and gas; and mining sectors. The company was founded on December 19, 2016 and is headquartered in Toronto, Canada. | |
European Dividend Growth Fund
European Dividend Growth Fund Investment Trusts/Mutual FundsMiscellaneous European Dividend Growth Fund operates as a closed-end investment fund. It provides unitholders with stable monthly cash distributions, the opportunity for capital appreciation, and lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of European Dividend Growth Companies directly. The company was founded on June 23, 2017 and is headquartered in Toronto, Canada. | Miscellaneous |
