Alexandra Karen von Schroeter
Gestore di Portafoglio-Azioni presso Cumberland Private Wealth Management, Inc.
Profilo
Ms. Alexandra K.
von Schroeter, CFA MBA, is a Head of Strategic Business & Portfolio Manager at Cumberland Private Wealth Management, Inc. and a Portfolio Manager at Cumberland Investment Counsel, Inc. She is also a co-owner and partner at the firm.
She has more than 30 years track record in the investment management and banking industries.
As a Portfolio Manager, she works closely with selected executives, entrepreneurs, their families and corporations/ foundations managing their investments and offering advice and solutions that draw upon her long experience in investing and the global capital markets.
Prior to Cumberland Private Wealth, Ms. von Schroeter spent 12 years at CIBC World Markets and Wood Gundy Inc. in Investment Banking, Mergers & Acquisitions and in the Capital Markets areas in Toronto, London UK and New York, and in commercial banking at Bank of Montreal.
She received her Bachelor of Commerce degree from Queen's University and an MBA from INSEAD.
Posizioni attive di Alexandra Karen von Schroeter
| Società | Posizione | Inizio |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Gestore di Portafoglio-Azioni | 01/02/1999 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Gestore di Portafoglio-Azioni | 01/01/1999 |
Precedenti posizioni note di Alexandra Karen von Schroeter
| Società | Posizione | Fine |
|---|---|---|
| CIBC Wood Gundy Securities Corp. | Corporate Officer/Principal | 31/12/1998 |
Formazione di Alexandra Karen von Schroeter
| INSEAD | Masters Business Admin |
| Queen's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
| CIBC Wood Gundy Securities Corp. | Finance |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |
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- Alexandra Karen von Schroeter
