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James Cook
Gestore di Portafoglio-Azioni presso
Matco Financial, Inc.
Profilo
Mr. James Cook, CFA, is a Portfolio Manager at Matco Financial, Inc. He joined Matco in 2022.
With over 10 years of experience servicing individual and institutional clients, his breadth of experience includes both investment and wealth management.
He is the lead Portfolio Manager for the Matco Global Equity Fund and a member of the Global Equity working group.
He holds a position on the Matco Investment Committee and is a contributing member of the Asset Mix Committee.
Mr. Cook began his career with ATB Financial, working with individual and institutional clients.
Then, he worked as a broker in the North American oil market, helping clients trade physical oil and manage financial hedging programs before joining Matco.
He received his Bachelor of Commerce degree from the University of Calgary.
Posizioni attive di James Cook
| Società | Posizione | Inizio |
|---|---|---|
Matco Financial, Inc.
 Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth. | Gestore di Portafoglio-Azioni | 01/09/2022 |
Formazione di James Cook
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
79
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Calgary
 University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth. | Finance |
