Profil
Mr. Josef M.
Turnbull, CFA MBA, is a Senior Portfolio Manager North American Equities at RBC Global Asset Management, Inc. He joined the firm in 2014 as a research analyst responsible for Global equities with a focus on the Industrial and Consumer sectors.
In 2017, he was named Associate Portfolio Manager focusing on RBC GAM’s core and income-oriented U.S.
equity strategies and then Portfolio Manager in 2018.
Prior to joining RBC, he spent over a decade in the financial services industry across equity research, sales & trading and investment management.
He holds a Bachelor of Arts in Economics from Wilfrid Laurier University, an MBA from the University of Toronto and is a CFA charterholder.
Postes actifs de Josef Martin Turnbull
| Sociétés | Poste | Début |
|---|---|---|
RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options. | Analyst-Equity | 01/01/2014 |
Anciens postes connus de Josef Martin Turnbull
| Sociétés | Poste | Fin |
|---|---|---|
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2007 |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2005 |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2003 |
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Josef Martin Turnbull
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilfrid Laurier University
Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options. | Finance |
















