Profil
Ms. Jo-Ann M.
Carlisle is Investment Counsellor & Portfolio Manager at Rae & Lipskie Investment Counsel, Inc.
Ms. Carlisle previously worked at Prudential Life Assurance Co.
She received her BBA degree from Wilfrid Laurier University.
Anciens postes connus de Jo-Ann Margaret Carlisle
| Sociétés | Poste | Fin |
|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance The RaeLipskie Partnership seeks to develop and manage portfolios of equities and fixed income securities for asset growth and income, based on their clients’ objectives and risk tolerances. The firm employs a conservative, disciplined long-term management approach driven by client goals. They build portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook. The RaeLipskie Partnership has bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends. | Corporate Officer/Principal | - |
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance The RaeLipskie Partnership seeks to develop and manage portfolios of equities and fixed income securities for asset growth and income, based on their clients’ objectives and risk tolerances. The firm employs a conservative, disciplined long-term management approach driven by client goals. They build portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook. The RaeLipskie Partnership has bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jo-Ann Margaret Carlisle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance The RaeLipskie Partnership seeks to develop and manage portfolios of equities and fixed income securities for asset growth and income, based on their clients’ objectives and risk tolerances. The firm employs a conservative, disciplined long-term management approach driven by client goals. They build portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook. The RaeLipskie Partnership has bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends. | Finance |
Wilfrid Laurier University
Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















