Cathy Urquhart
Gestore di Portafoglio-Azioni presso Cypress Capital Management Ltd. (Canada)
Profilo
Ms. Catherine E.
Urquhart, CFA, is a Portfolio Manager at Cypress Capital Management Ltd.
Ms. Urquhart and worked for local and national investment firms in a variety of roles, including opening a financial planning branch for a local credit union.
She joined BMO Nesbitt Burns in 1998 as an Investment Advisor to high net worth private clients as well as working in a managerial role.
She received her undergraduate degree in Business Administration from Simon Fraser University in 1990 her Chartered Financial Analyst designation in 2003.
Posizioni attive di Cathy Urquhart
Società | Posizione | Inizio |
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Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Gestore di Portafoglio-Azioni | 01/01/2005 |
Formazione di Cathy Urquhart
Simon Fraser 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 | 1 |
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Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Finance |
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