Marc W. Trottier
Fondateur chez Coerente Capital Management, Inc.
Profil
Mr. Marc W.
Trottier, CFA, is a Founding Partner at Coerente Capital Management, Inc. He is on the Board of Directors at Portfolio Management Association of Canada.
He is both a Portfolio Manager and Chief Compliance Officer.
He has over 35 years of industry experience.
At Coerente Capital Management, he is responsible for client service and portfolio management of the firm’s private wealth and Foundation clients.
Previously, he spent 26 years with Jarislowsky Fraser Limited where he was Vice President, Director and member of the Executive Committee.
Prior to that he worked with SEI Financial Services.
He holds the CFA (Chartered Financial Analyst) designation and earned his honours Bachelor of Commerce from Carleton University.
Postes actifs de Marc W. Trottier
| Sociétés | Poste | Début |
|---|---|---|
Coerente Capital Management, Inc.
 Coerente Capital Management, Inc. Investment ManagersFinance Coerente Capital Management, Inc. (Coerente) is an independent boutique investment counselling firm headquartered in Toronto, Canada. The firm was co-founded by Len Racioppo and Marc Trottier in 2012. Coerente offers segregated management across three asset classes: stocks, bonds and money market securities. | Fondateur | 01/12/2012 |
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
Anciens postes connus de Marc W. Trottier
| Sociétés | Poste | Fin |
|---|---|---|
| SEI Financial Services Co. | Corporate Officer/Principal | - |
| General Re Financial Products (Canada) Ltd. | Corporate Officer/Principal | - |
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | President | 25/10/2010 |
Formation de Marc W. Trottier
| Carleton University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Jarislowsky, Fraser Ltd.
Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Finance |
| SEI Financial Services Co. | |
| General Re Financial Products (Canada) Ltd. | |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Commercial Services |
Coerente Capital Management, Inc.
Coerente Capital Management, Inc. Investment ManagersFinance Coerente Capital Management, Inc. (Coerente) is an independent boutique investment counselling firm headquartered in Toronto, Canada. The firm was co-founded by Len Racioppo and Marc Trottier in 2012. Coerente offers segregated management across three asset classes: stocks, bonds and money market securities. | Finance |
