Andréa Vanessa Mccarraher-Miljkovic
Gestore di Portafoglio-Azioni presso Rae & Lipskie Investment Counsel, Inc.
Profilo
Ms. Andréa V.
Mccarraher-Miljkovic, CFA, is a Vice President & Portfolio Manager at Rae & Lipskie Investment Counsel, Inc. She joined The RaeLipskie Partnership in 2002.
In her previous role as a Financial Consultant with CIBC Wood Gundy, she gained valuable experience in Private Client investment management, financial and estate planning, and earned her CFA designation.
Andréa currently manages investment portfolios for a select group of families, a number of Charitable Organizations, The RaeLipskie Partnership’s flagship private pooled fund and the Foreign Equity Fund.
She is a member of the firm’s Investment Committee and is responsible for contributing to the firm’s investment research activities.
Ms. Mccarraher-Miljkovic was previously employed as an Advisor by CIBC Wood Gundy Corp.
She received her undergraduate degree from The University of Waterloo.
Posizioni attive di Andréa Vanessa Mccarraher-Miljkovic
| Società | Posizione | Inizio |
|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
 Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Gestore di Portafoglio-Azioni | 01/06/2002 |
Precedenti posizioni note di Andréa Vanessa Mccarraher-Miljkovic
| Società | Posizione | Fine |
|---|---|---|
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Corporate Officer/Principal | - |
Formazione di Andréa Vanessa Mccarraher-Miljkovic
| The University of Waterloo | 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 | 2 |
|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Finance |
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