Linnea Marie McKercher
Compliance Officer chez CWB Wealth Management Ltd.
Profil
Ms. Linnea M.
McKercher, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Wealth Management Ltd.
Ms. McKercher has over 20 years of experience in the wealth management industry, she specializes in working with high net worth clients, business owners, corporations, and a multitude of institutions to meet their financial goals.
Her experience is unique in that she spent over 10 years managing our firm’s Canadian Equity portfolio.
She has a sophisticated understanding of asset management, macro economics, and the Canadian market in particular.
Linnea holds a leadership role at CWB Wealth as the lead for our Private Client team
Ms. McKercher was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd., an Analyst by AIMCO Capital LLC, and a Principal by The University of Alberta Hospital.
She received her undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Postes actifs de Linnea Marie McKercher
| Sociétés | Poste | Début |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Compliance Officer | 01/03/2017 |
Anciens postes connus de Linnea Marie McKercher
| Sociétés | Poste | Fin |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Compliance Officer | 01/03/2017 |
| AIMCO Capital LLC | Corporate Officer/Principal | 31/12/2001 |
The University of Alberta Hospital
 The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports. | Corporate Officer/Principal | 31/12/1997 |
Formation de Linnea Marie McKercher
| University of Alberta | Undergraduate Degree |
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 | 4 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
| AIMCO Capital LLC | |
The University of Alberta Hospital
The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports. | Health Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |