Christie Frances Rose
Gestore di Portafoglio-Azioni presso Guardian Capital Advisors LP
Profilo
Ms. Christie F.
Rose, CFA, is a Vice President & Portfolio Manager at Guardian Capital Advisors LP.
Ms. Rose joined GCA in 2008 and has responsibility for development, implementation and management of investment portfolios and policies for high net worth individuals, endowments, foundations and not-for profit organizations.
Her career in the financial services industry began in 1994 when she joined one of Canada's largest life insurance companies as a Portfolio Analyst focused on asset/liability modeling and U.S.
fixed income securities.
Prior to joining GCA, Ms. Rose managed private high net worth (HNW) portfolios for the independent advisory channel of a global mutual fund company, as well as serving on their managed account solution, multi-manager committee.
She also previously managed HNW portfolios, including coverage of trust and estate accounts, in the investment counselling area of a large Canadian bank.
Ms. Rose graduated with a BA (Economics) from University of Calgary.
She is a CFA charterholder.
Posizioni attive di Christie Frances Rose
Società | Posizione | Inizio |
---|---|---|
Guardian Capital Advisors LP
Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Gestore di Portafoglio-Azioni | 01/01/2008 |
Precedenti posizioni note di Christie Frances Rose
Società | Posizione | Fine |
---|---|---|
Canadian Bank | Corporate Officer/Principal | - |
Formazione di Christie Frances Rose
University of Calgary | 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 |
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Guardian Capital Advisors LP
Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Finance |
Canadian Bank |
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