Patti Shannon
Gestionnaire de Portefeuille-Actions chez Leith Wheeler Investment Counsel Ltd.
Profil
Ms. Patricia M.
Shannon, CFA, is a Vice President & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
She joined Leith Wheeler Investment Counsel in 2011 to expand the practice in Alberta from the firm's Calgary office.
She is responsible for the discretionary investment management of Private Client and Foundation portfolios.
Prior to joining Leith Wheeler, Ms. Shannon spent nine years with a wealth management firm in Calgary as a Portfolio Manager.
She graduated from the University of Alberta with a Bachelor of Science degree and holds the Chartered Financial Analyst (CFA) designation.
Postes actifs de Patti Shannon
| Sociétés | Poste | Début |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
Anciens postes connus de Patti Shannon
| Sociétés | Poste | Fin |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Membre du Comité d'Investissement | 21/09/2010 |
Formation de Patti Shannon
| University of Alberta | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Finance |