Andrew Chan
Direttore della Ricerca - Azioni presso PineStone Asset Management, Inc.
Provenienza dei contatti di primo grado di Andrew Chan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
McGill University
289
| College/University | Other Consumer Services | 289 |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.
104
| Operating Division | Investment Managers | 104 |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.
44
| Subsidiary | Investment Managers | 44 |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds.
19
| Private Company | Investment Managers | 19 |
Van Berkom & Associates, Inc.
 Van Berkom & Associates, Inc. Investment ManagersFinance Van Berkom & Associates, Inc. (Van Berkom) is a specialized investment management firm headquartered in Montreal, Canada. The firm was founded by J. Sebastian van Berkom in 1991 and is owned by JSVB Investments, Inc. They manage stock portfolios for large North American pension funds, corporations, foundations, and endowment funds. Van Berkom is a signatory to the UN Principles for Responsible Investment (UNPRI).
6
| Subsidiary | Investment Managers | 6 |
PineStone Asset Management, Inc.
 PineStone Asset Management, Inc. Investment ManagersFinance PineStone Asset Management, Inc. (PineStone) is a boutique investment manager headquartered in Montréal, Canada. The firm was founded by Nadim Rizk in 2021 as StonePine Asset Management, Inc. PineStone provides advisory services to a broad range of institutional, private wealth clients and to the Funds offered to certain investors on a private placement basis as well as private funds sub-advised by PineStone.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andrew Chan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Operating Officer President Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Optimum Asset Management, Inc.
 Optimum Asset Management, Inc. Investment ManagersFinance Optimum Asset Management, Inc. (OAM) is a Canadian investment management firm headquartered in Montreal, Quebec. The firm was founded in 1985 and is a subsidiary of Optimum Holdings, Inc., ultimately held by Gampoti, Inc. OAM provides portfolio management services to pension funds, corporations, insurance companies, foundations, religious orders, professional associations and private clients. They also manage the Optimum family of mutual funds. OAM is a signatory of the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oxford | College/University | Graduate Degree Doctorate Degree | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
AEGON Canada, Inc.
 AEGON Canada, Inc. Investment ManagersFinance Part of Aegon NV, AEGON Canada, Inc. provides life insurance and investment services. The company is based in Toronto, Canada. Douglas W. Brooks has been the CEO of the Canadian company since 2008. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Empire Life Insurance Co. (Investment Portfolio)
 The Empire Life Insurance Co. (Investment Portfolio) Investment ManagersFinance The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Concordia University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Director/Board Member Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Masters Business Admin Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
| University of Montréal | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Sherbrooke | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| Bishop's University | College/University | Undergraduate Degree Undergraduate Degree | |
| Université Laval | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| HEC Montréal | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Doctorate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Chairman Investment Committee Member Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income President Analyst-Equity Analyst-Equity | |
CTI Capital Securities, Inc.
 CTI Capital Securities, Inc. Investment Banks/BrokersFinance CTI Capital Securities, Inc. (CTI) is the brokerage subsidiary of CTI Capital Groupe, Inc. The firm is headquartered in Montréal and was founded in 1987. CTI provides brokerage services in the fixed-income, money market and stock markets. Their fixed-income research seeks to identify the optimal strategy for the term, duration and tactical opportunities between different sectors of the market. Their equity research focuses on continuous global monitoring of the Canadian stock market. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
CENTRIA, Inc.
 CENTRIA, Inc. Electrical ProductsProducer Manufacturing Centria, Inc. manufactures and supplies cellular steel deck, trench headers and electrical outlet boxes. It provides a proven, cost-effective wire raceway system for handling the rapidly changing wiring and cabling needs of the building industry it includes offices, casinos, libraries, schools and government buildings. The company was founded in 1931 and is headqurtered in Ambridge, PA. | Electrical Products | Director/Board Member Director/Board Member | |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| FIERA CAPITAL CORPORATION | Investment Managers | Chief Executive Officer President Chief Executive Officer Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Walter Global Asset Management, Inc.
 Walter Global Asset Management, Inc. Investment ManagersFinance Walter Global Asset Management, Inc. engages in the provision of development capital. It partners with asset management companies. The company was founded in 2018 and is headquartered in Westmount, Canada. | Investment Managers | President Founder |
Statistiche
Distribuzione geografica
| Canada | 33 |
| Stati Uniti | 17 |
| Regno Unito | 2 |
Settori
| Finance | 23 |
| Consumer Services | 20 |
| Miscellaneous | 8 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 125 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Fixed Income | 67 |
| Portfolio Manager-Equities | 66 |
| Director/Board Member | 62 |
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