Provenienza dei contatti di primo grado di Gerard Patrick Rocchi
Entità | Tipo di entità | Settore Industriale | |
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Barclays Global Investors (Canada) Ltd.
Barclays Global Investors (Canada) Ltd. Investment ManagersFinance Founded in 1993, Barclays Global Investors Canada Ltd. is a mutual fund manager located in Toronto. The firm is a wholly-owned subsidiary of Barclays PLC (NYSE: BCS). The firm manages funds for institutional clients. They also manage asset allocation and risk-controlled active strategies and iShares, a family of securities that trades on the Toronto Stock Exchange and is available to individual and institutional investors.
9
| Extinct | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Gerard Patrick Rocchi tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Portfolio Manager-Fixed Income | |
STROUD RESOURCES LTD. | Precious Metals | Chairman | |
YANGAROO INC. | Miscellaneous Commercial Services | Director/Board Member | |
CALLITAS HEALTH INC. | Pharmaceuticals: Major | Director/Board Member | |
Scotia Capital, Inc.
Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Investment Managers | Corporate Officer/Principal | |
JovFunds Management, Inc.
JovFunds Management, Inc. Financial ConglomeratesFinance JovFunds Management, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of 8689784 Canada, Inc. and their ultimate parent is Industrial Alliance Insurance & Financial Services (TSE: IAG). The firm specializes in the isolation of alpha and beta, separating the active returns of portfolio management (alpha) from the passive returns of market performance (beta). They provide tax-efficient, risk-adjusted strategies through a variety of ETFs, structured products, alternative investments and mutual funds | Financial Conglomerates | President | |
HORIZONS PIPELINES & ENERGY SERVICES INDEX ETF | Investment Trusts/Mutual Funds | President | |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Head-Equity Investments | |
State Street Global Advisors Ltd. (Canada)
State Street Global Advisors Ltd. (Canada) Investment ManagersFinance State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Guardian Capital LP
Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Head-Fixed Income Invts | |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Investment Managers | Director of Research - Fxd Inc | |
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 Corporate Officer/Principal | |
York University | College/University | Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree | |
Tianjin University | College/University | Undergraduate Degree | |
Princeton University | College/University | Doctorate Degree | |
University of Toronto | College/University | Masters Business Admin | |
The University of Waterloo | College/University | Undergraduate Degree | |
McMaster University | College/University | Undergraduate Degree | |
University of New Orleans | College/University | Undergraduate Degree | |
University of Montréal | College/University | Graduate Degree | |
Bayes Business School | College/University | Graduate Degree | |
Horizons ETFs Management (Canada), Inc.
Horizons ETFs Management (Canada), Inc. Investment ManagersFinance Global X Investments Canada, Inc. (Global X) is an investment management firm headquartered in Toronto, Canada. Formerly known as Horizons ETFs Management (Canada), Inc., the firm was founded by Adam Felesky in 2005 and is a wholly owned subsidiary of Mirae Asset Global Investments Co. Ltd. in South Korea. Global X offers a suites of exchange traded funds in Canada. The Global X product family includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. | Investment Managers | President | |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President | |
UBC Investment Management Trust, Inc.
UBC Investment Management Trust, Inc. Investment ManagersFinance UBC Investment Management Trust, Inc. provides investment management services. The firm provides comprehensive investment management for the UBC Endowment Fund, Staff Pension Plan, Working Capital Fund and other UBC funds. The company was founded in March 2003 and is headquartered in Vancouver, Canada. | Investment Managers | Chief Executive Officer | |
MONTFORT CAPITAL CORP. | Miscellaneous | Chairman | |
BlackRock Asset Management Canada Ltd.
BlackRock Asset Management Canada Ltd. Investment ManagersFinance BlackRock Asset Management Canada Ltd. (BAMC) is a Canadian fund-of-funds manager headquartered in Toronto, Ontario. The firm was founded in 2009 due to a merger of BlackRock and Barclays Global Investors. They are a subsidiary of BlackRock Canada Holdings ULC, a wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK) in the US. BAMC manages assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa. Their client base includes corporate, public, union and industry pension plans, governments, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, sovereign wealth funds, banks, financial professionals, and individuals worldwide. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
BetaShares Capital Ltd.
BetaShares Capital Ltd. Investment ManagersFinance BetaShares Capital Ltd. (BetaShares) is the asset management subsidiary of BetaShares Holdings Pty Ltd. in Australia. The firm was founded in 2009 and is headquartered in Sydney. BetaShares manages the BetaShares exchange traded funds for Australian investors and their financial advisers. | Investment Managers | Director/Board Member | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Canadian ETF Association
Canadian ETF Association Miscellaneous Commercial ServicesCommercial Services Canadian ETF Association operates as an association which provides information, education and access to resources on ETF investing in Canada. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Chairman | |
BETASHARES AUSTRALIAN EQUITIES STRONG BEAR HEDGE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
HORIZONS MANAGED GLOBAL OPPORTUNITIES ETF | Investment Trusts/Mutual Funds | President | |
3iQ Corp.
3iQ Corp. Investment ManagersFinance 3iQ Corp. is a holding firm and digital asset investment fund manager headquartered in Toronto, Canada. The firm was founded by Jean-Luc Landry and Frederick Thomas Pye in 2012. 3iQ manages a public bitcoin investment fund – The Bitcoin Fund (TSX: QBTC.U) – and offers exposure to cryptocurrencies via familiar investment products for Canadian individual investors and their advisors, institutions, and both single and multi-family offices. | Investment Managers | Chairman | |
THE BITCOIN FUND | Investment Trusts/Mutual Funds | Chairman | |
Tmfd Financial | President | ||
108 Media | Director/Board Member | ||
Pascal Financial | Director/Board Member | ||
THE ETHER FUND | Investment Trusts/Mutual Funds | Chairman | |
Pascal WealthTech, Inc.
Pascal WealthTech, Inc. Advertising/Marketing ServicesCommercial Services Pascal WealthTech, Inc. provides integrated digital wealth management platforms designed for financial advisors. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company's platforms aim to lower costs, save time, and help grow businesses. Pascal WealthTech offers wealth management technology to empower financial advisors, helping them overcome challenges such as compliance and competition. Pascal WealthTech was founded by Frances Zomer, and Howard John Atkinson has been the CEO of the company since 2020. | Advertising/Marketing Services | Chief Executive Officer | |
Pascal Financial Services, Inc.
Pascal Financial Services, Inc. Packaged SoftwareTechnology Services Pascal Financial Services, Inc. designs digital solutions for the wealth management industry. The private company is based in Toronto, Canada. The Canadian company was founded in 2019 by Frances Zomer. The CEO is Howard John Atkinson. | Packaged Software | Chief Executive Officer | |
Horizons Exchange Traded Funds, Inc.
Horizons Exchange Traded Funds, Inc. Investment Banks/BrokersFinance Part of Mirae Asset Global Investments Co., Ltd., Horizons Exchange Traded Funds, Inc. is a Canadian company that provides exchange traded funds. The company is based in Toronto, Canada. The company was founded by Adam Felesky. | Investment Banks/Brokers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Canada | 38 |
Stati Uniti | 5 |
Australia | 3 |
Cina | 2 |
Regno Unito | 2 |
Settori
Finance | 17 |
Consumer Services | 12 |
Miscellaneous | 9 |
Commercial Services | 5 |
Non-Energy Minerals | 2 |
Posizioni
Director/Board Member | 15 |
President | 11 |
Corporate Officer/Principal | 9 |
Portfolio Manager-Equities | 9 |
Chairman | 6 |
Contatti più connessi
Insiders | |
---|---|
Howard Atkinson | 26 |
Dawn Jia | 6 |
Luigi Emilio Paolone | 6 |
Aubrey Kumar Basdeo | 5 |
Rob Bechard | 4 |
Mark A. Taylor | 4 |
Vincent Roy | 3 |
John Simpson | 1 |
Freda Dong | 1 |
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