Shelly Ann Appleton-Benko

Gestionnaire de Portefeuille-Actions chez Odlum Brown USA Investment Management Ltd.

Profil

Ms. Shelly A.
Appleton-Benko is a Vice President, Director & Portfolio Manager at Odlum Brown USA Investment Management Ltd.
She has over 25 years of investment experience, helping affluent clients build, preserve and transition wealth.
Her investment philosophy focuses on high-quality companies with strong management teams and growth potential.
She places a priority on owning mid to large-cap companies with dividend payment streams.
She maintains a fixed income portion of the portfolio by tailoring a blend of corporate bonds, preferred shares, GICs or short-term money market products.
Her career with Odlum Brown began in 1996, after five years with the Vancouver Stock Exchange.
She received her undergraduate degree from Simon Fraser University.
She is a Portfolio Manager and holds the Certified International Wealth Manager (CIWM) designation, the industry-recognized standard for wealth management services for affluent individuals.
She is a Fellow of the Canadian Securities Institute (FCSI), the highest designation granted by the Canadian Securities Institute.

Postes actifs de Shelly Ann Appleton-Benko

Sociétés	Poste	Début
Odlum Brown USA Investment Management Ltd.	Gestionnaire de Portefeuille-Actions	01/11/2005

Formation de Shelly Ann Appleton-Benko

Simon Fraser University

Undergraduate Degree