Patrick Floreani
Gestionnaire de Portefeuille-Actions chez WealthBridge Investment Counsel, Inc.
Profil
Mr. Patrick Floreani, CFA MBA, is a Managing Director & Portfolio Manager at WealthBridge Investment Counsel, Inc. He is a co-founder of WealthBridge and has been involved in the financial services industry since the mid-1990s.
His primary duty is to run and manage WealthBridge Investment Counsel Inc., the discretionary portfolio management arm of WealthBridge.
As Portfolio Manager, he steers the overall development and implementation of investment strategy for all clients.
He is also primarily responsible for the equity portion of client portfolios.
His career started in the early 1990s where he was employed with Canada Revenue Agency in various capacities.
In 1996 he joined CWM Investment Counsel Inc. as a Portfolio Manager.
In 2002, he was made a Partner in Canadian Wealth Management Group (CWM), while continuing his role as Portfolio Manager.
In 2008 CWM was sold to Société Générale (SG), at which point he became Chief Investment Officer of CWM Investment Counsel Inc. as well as CWM Funds Inc., and was responsible for overseeing the management of over $600 Million in client assets.
He was also part of the SG Global Investment Committee and provided the North American perspective to the team.
He is a graduate of the University of Alberta.
After graduating with a Bachelor of Science degree (specialization in Genetics), he then obtained his Master of Business Administration (MBA) degree, also from the University of Alberta (concentration in Finance).
He obtained his Chartered Financial Analyst (CFA) charter in 1998.
Postes actifs de Patrick Floreani
| Sociétés | Poste | Début |
|---|---|---|
WealthBridge Investment Counsel, Inc.
 WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de Patrick Floreani
| Sociétés | Poste | Fin |
|---|---|---|
Société Générale (Canada Branch)
 Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Corporate Officer/Principal | 01/06/2010 |
Canadian Wealth Management Corp.
 Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Corporate Officer/Principal | 01/02/2008 |
Formation de Patrick Floreani
| University of Alberta | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Société Générale (Canada Branch)
Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Finance |
Canadian Wealth Management Corp.
Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Finance |
WealthBridge Investment Counsel, Inc.
WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Finance |
