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Isabelle Helene Wehrli
Responsabile della Conformità presso Dorchester Wealth Management Co.
Posizioni attive di Isabelle Helene Wehrli
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Analyst-Equity | - | - |
Responsabile della Conformità | 01/04/2015 | - | |
Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Isabelle Helene Wehrli
Precedenti posizioni note di Isabelle Helene Wehrli
Società | Posizione | Inizio | 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 |
Statistiche
Distribuzione geografica
Canada | 3 |
Stati Uniti | 2 |
Posizioni
Analyst-Equity | 1 |
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Transportation | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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 |