Isabelle Helene Wehrli
Responsabile della Conformità presso Dorchester Wealth Management Co.
Profilo
Ms. Isabelle H.
Wehrli is Partner & Chief compliance Officer at Dorchester Wealth Management Co. In addition to managing portfolios for private clients, she is involved in the quantitative and fundamental analysis of Canadian equities.
Ms. Wehrli was previously employed as Assistant Controller by Panalpina, Inc.
She earned her MBA in Finance at Concordia University in 1985.
Posizioni attive di Isabelle Helene Wehrli
| Società | Posizione | Inizio |
|---|---|---|
Dorchester Wealth Management Co.
 Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Responsabile della Conformità | 01/04/2015 |
Precedenti posizioni note di Isabelle Helene Wehrli
| Società | Posizione | Fine |
|---|---|---|
Panalpina, Inc.
 Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Comptroller/Controller/Auditor | - |
Formazione di Isabelle Helene Wehrli
| Concordia University | Masters Business Admin |
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 |
|---|---|
Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Finance |
Panalpina, Inc.
Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Transportation |
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