Profil
Mr. James F.
Allan, CFA MBA, is a Chairman & Co-Founder at Roundtable Capital Partners, Inc. He is responsible for the overall investment and trading decisions that affect mandates under Roundtable's direction and serves as the Lead Portfolio Manager.
Before founding Roundtable, he was the Vice President of Portfolio Management at a boutique, Toronto-based asset management firm from 1999 to 2005 where he managed large and small capitalization portfolios.
During his tenure at the firm, the funds on which Mr. Allan was listed as a Portfolio Manager were consistently top-quartile performers within their respective peer groups.
From 1992 to 1998, he was a Financial Consultant, first with CIBC Wood Gundy and then with TD Evergreen in Toronto.
Mr. Allan received his Bachelor of Arts in Economics from the University of Western Ontario and an MBA from Rollins College (Florida).
He is Chartered Financial Analyst Charterholder.
Anciens postes connus de Jim Allan
| Sociétés | Poste | Fin |
|---|---|---|
Roundtable Capital Partners, Inc.
 Roundtable Capital Partners, Inc. Investment ManagersFinance Roundtable Capital Partners, Inc. (RCP) is an independent investment advisor headquartered in Toronto, Ontario and was founded in 2005. RCP provides actively managed pooled fund offerings to high net-worth individuals, families, endowments and foundations. They are registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. | Fondateur | 01/05/2020 |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Consultant / Advisor | 31/12/1997 |
Thornmark Asset Management, Inc.
 Thornmark Asset Management, Inc. Investment ManagersFinance Thornmark Asset Management, Inc. (Thornmark) is an independent Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by Daniel Bain in 1998. Thornmark provides complimentary Wealth Management Planning for clients with investments of greater than $3 million. The firm manages the Thornmark Investment Funds, which are only available to accredited investors on a prospectus exempt basis in certain jurisdictions of Canada. | Analyst-Equity | - |
Formation de Jim Allan
| Rollins College (Florida) | Masters Business Admin |
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Thornmark Asset Management, Inc.
Thornmark Asset Management, Inc. Investment ManagersFinance Thornmark Asset Management, Inc. (Thornmark) is an independent Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by Daniel Bain in 1998. Thornmark provides complimentary Wealth Management Planning for clients with investments of greater than $3 million. The firm manages the Thornmark Investment Funds, which are only available to accredited investors on a prospectus exempt basis in certain jurisdictions of Canada. | Finance |
Roundtable Capital Partners, Inc.
Roundtable Capital Partners, Inc. Investment ManagersFinance Roundtable Capital Partners, Inc. (RCP) is an independent investment advisor headquartered in Toronto, Ontario and was founded in 2005. RCP provides actively managed pooled fund offerings to high net-worth individuals, families, endowments and foundations. They are registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Finance |
