Jim Pottow
Directeur Financier/CFO chez Aventine Management Group, Inc.
Profil
Mr. James G.
Pottow, CFA MBA, is a Partner & Portfolio Manager at Aventine Management Group, Inc. He is also Chief Financial Officer of the firm.
He is a value investor to the core who primarily concentrates his investment activities in the areas of fundamental research, industry analysis and business valuation.
He is a member of Aventine’s investment strategy committee.
He is also Chief Financial Officer of the firm.
Prior to joining Aventine, Mr. Pottow was a portfolio analyst at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management.
Previously to this he worked as Country Manager for the Private Equity and M&A group at Marsh & McLennan as well as spending time with Macassa Capital, Quilvest Private Equity and Bain & Company.
He earned a B.Comm from Queen’s University and an MBA from Harvard Business School.
Postes actifs de Jim Pottow
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Financier/CFO | 01/01/2014 |
Anciens postes connus de Jim Pottow
| Sociétés | Poste | 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. | Analyst-Equity | 01/03/2014 |
Formation de Jim Pottow
| Harvard Business School | Masters Business Admin |
| Queen's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
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 |