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Jillian Frances Wade
Trading-Equity chez Yorkville Asset Management, Inc.
Profil
Ms. Jillian F.
Wade is an Associate Portfolio Manager & Trader at Yorkville Asset Management, Inc. She is a member of Yorkville's Investment Committee.
Ms. Wade works with the Portfolio Management team on a daily basis, completes portfolio reviews for clients and is responsible for creating publications on specific industries.
She is part of the product development team and is responsible for the annual Simplified Prospectus Renewal.
Ms. Wade is constantly monitoring macro economic factors and major shifts in demographics in order to come up with new ideas for products, mandates and investment opportunities.
Additionally, she plays an integral role in the financials for both the Heritage Yorkville Mutual Fund Corporation and Yorkville Asset Management.
Ms. Wade previously worked at Canaccord Genuity Inc. in Boston.
She graduated from University of Victoria with a Bachelor of Science and a Business Minor.
She has also completed her Canadian Securities Course (CSC).
Postes actifs de Jillian Frances Wade
Sociétés | Poste | Début |
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Yorkville Asset Management, Inc.
![]() Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville Asset Management, Inc. (Yorkville) is a Canadian independent investment firm headquartered in Toronto, Ontario. The firm was founded by Hussein Amad 2010. Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services. | Trading-Equity | 01/03/2012 |
Formation de Jillian Frances Wade
University of Victoria | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Yorkville Asset Management, Inc.
![]() Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville Asset Management, Inc. (Yorkville) is a Canadian independent investment firm headquartered in Toronto, Ontario. The firm was founded by Hussein Amad 2010. Yorkville aims to help high net worth individuals, foundations, institutions, and family offices achieve their financial goals through wealth management, estate and tax planning, portfolio management, and capital markets debt and equity advisory services. | Finance |