Dona Eull-Schultz
Direttore/Membro del Consiglio presso Portfolio Management Association of Canada
Profilo
Ms. Dona Eull-Schultz is a Vice President, Investment Counsellor & Region Head at Cardinal Capital Management, Inc. She is on the Board of Directors at Portfolio Management Association of Canada.
She is also a Senior Portfolio Manager at Cardinal, working directly with private clients and their families.
She is on the Board of Directors at Portfolio Management Association of Canada.
She has more than 35 years of experience in the financial services industry, both in Canada and in the United States.
Ms. Eull-Schultz enjoyed a successful career in the retail securities industry with Piper Jaffray and Hopwood in Minneapolis, Minnesota before moving to Canada and bringing her breadth of experience to the investment management business in 1987.
In the subsequent decades, she has held executive management positions within the wealth management industry for a large Canadian financial institution and the Canadian arm of a U.S.
money manager.
Most recently, she served as President of one of Canada’s longest tenured money management firms, where she managed a number of institutional and private client relationships.
She received her undergraduate degree from the University of Maryland.
Posizioni attive di Dona Eull-Schultz
Società | Posizione | Inizio |
---|---|---|
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Direttore/Membro del Consiglio | - |
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Dona Eull-Schultz
Società | Posizione | Fine |
---|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Presidente | 01/03/2019 |
Formazione di Dona Eull-Schultz
University of Maryland | 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 |
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Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Commercial Services |
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Finance |
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