Erin O’Brien
Gestore di Portafoglio-Azioni presso Cumberland Private Wealth Management, Inc.
Provenienza dei contatti di primo grado di Erin O’Brien
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations.
39
| Subsidiary | Investment Managers | 39 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Erin O’Brien tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Investment Managers | President Director/Board Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Miscellaneous Commercial Services | Founder Corporate Officer/Principal | |
| McMaster University | College/University | Undergraduate Degree Masters Business Admin | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolios for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of Ottawa | College/University | Undergraduate Degree Undergraduate 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 | |
Ninepoint Partners LP
 Ninepoint Partners LP Investment ManagersFinance Ninepoint Partners LP is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by John Wilson and James Fox in 2017 and is a subsidiary of Ninepoint Financial Group, Inc. Ninepoint Partners provides investment advisory services on a discretionary basis to pooled investment vehicles which are intended for sophisticated investors and institutional investors. | Investment Managers | Chief Executive Officer | |
| The Medical College of Wisconsin, Inc. | College/University | Graduate Degree | |
Sprott 2017-II Flow Through LP
 Sprott 2017-II Flow Through LP Financial ConglomeratesFinance Sprott 2017-II Flow-Through LP is a non-redeemable investment fund that invests in a diversified portfolio of Flow-Through Shares and other securities. The company was founded on July 19, 2017 and is headquartered in Toronto, Canada. | Financial Conglomerates | Chief Executive Officer | |
Sprott 2016- II Flow-Through LP
 Sprott 2016- II Flow-Through LP Financial ConglomeratesFinance Sprott 2016- II Flow-Through LP operates as a non-redeemable investment fund. It provides financial services to financial management companies. The company was founded on July 14, 2016 and is headquartered in Toronto, Canada. | Financial Conglomerates | Chief Executive Officer | |
| SPROTT PHYSICAL GOLD TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Sprott Asset Management GP, Inc.
 Sprott Asset Management GP, Inc. Investment ManagersFinance Part of Sprott, Inc., Sprott Asset Management GP, Inc. provides investment advice. The company is based in Toronto, Canada. The CEO of the Canadian company is John Anthony Ciampaglia. | Investment Managers | Chief Executive Officer | |
| SPROTT PHYSICAL PLATINUM AND PALLADIUM TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer | |
PCJ Investment Counsel Ltd.
 PCJ Investment Counsel Ltd. Investment ManagersFinance PCJ Investment Counsel Ltd. (PJC) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1996 and is a subsidiary of PCJ Investment Counsel Partnership, which is ultimately held by Connor, Clark & Lunn Financial Group Ltd. PCJ provides discretionary investment management of Canadian equity securities to pension plan sponsors, corporations and mutual funds. | Investment Managers | Corporate Officer/Principal | |
UBS Bank (Canada)
 UBS Bank (Canada) Major BanksFinance Part of UBS Group AG, UBS Bank (Canada) operates as a nationally chartered commercial bank. The company is based in Toronto, Canada. The CEO of the Canadian company is Sarah Bevan. | Major Banks | Corporate Officer/Principal | |
| SPROTT PHYSICAL SILVER TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Sprott Asset Management LP
 Sprott Asset Management LP Investment ManagersFinance Sprott Asset Management LP (Sprott AM) is a Canadian alternative investment management firm headquartered in Toronto, Ontario. The firm was founded by Eric Sprott in 1981 and is a subsidiary of Sprott Asset Management GP, Inc., which is owned by Sprott, Inc. (NYSE, TSX: SII). Sprott AM offers a wide variety of investment solutions to Canadian and international investors. | Investment Managers | Chief Executive Officer | |
2573322 Ontario, Inc.
 2573322 Ontario, Inc. Investment ManagersFinance 2573322 Ontario, Inc. provides investment management services. The private company is based in Mississauga, Canada. The CEO of the Canadian company is John Noble George Wilson. | Investment Managers | Chief Executive Officer | |
Laurus Investment Counsel, Inc.
 Laurus Investment Counsel, Inc. Investment ManagersFinance Laurus Investment Counsel, Inc. provides investment advice. The private company is based in Toronto, Canada. The Canadian company was founded in 2014 by Linda Marie Lebrun, Christopher William Page. Christopher William Page has been the CEO since 2014. | Investment Managers | Analyst-Equity | |
| Lake Superior State University | College/University | Undergraduate Degree | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Corporate Officer/Principal | |
Manitou Investment Management Ltd.
 Manitou Investment Management Ltd. Investment ManagersFinance Manitou Investment Management Ltd. (Manitou) is an independent, primarily employee-owned discretionary investment manager headquartered in Toronto, Canada. The firm was founded by Robert Matthews and Stephen Scotchmer in 1998. Manitou Investment Management Ltd. Manitou offers discretionary and non-discretionary investment management services to individuals, families, foundations and institutions through separately managed accounts. | Investment Managers | Analyst-Equity | |
Sun Life Assurance Company of Canada (Investment Portfolio)
 Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Investment Managers | Portfolio Manager-Equities | |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
| FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
Ninepoint 2018 Ii Flow Through LP
 Ninepoint 2018 Ii Flow Through LP Investment Trusts/Mutual FundsMiscellaneous Ninepoint 2018 Ii Flow Through LP is an investment fund. Its objective is to achieve capital appreciation and significant tax benefits for limited partners by investment in a diversified portfolio of Flow-Through Shares and other securities. It will focus on mining exploration, development, and or production companies; and oil and gas exploration and development companies The company was founded on July 23, 2018 and is headquartered in Toronto, Canada. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| University of Guelph | College/University | Graduate Degree | |
Cougar Global Investments Ltd.
 Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
| Canada | 42 |
| Stati Uniti | 9 |
| Regno Unito | 2 |
Settori
| Finance | 31 |
| Consumer Services | 13 |
| Miscellaneous | 7 |
| Commercial Services | 3 |
Posizioni
| Portfolio Manager-Equities | 59 |
| Corporate Officer/Principal | 49 |
| Director/Board Member | 34 |
| Undergraduate Degree | 31 |
| Chief Executive Officer | 30 |
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