Jeff Sujitno
Portfolio Manager-Fixed Income presso Wellington Square Advisors, Inc.
Provenienza dei contatti di primo grado di Jeff Sujitno
Entità | Tipo di entità | Settore Industriale | |
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NCM Asset Management Ltd.
NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing.
8
| Subsidiary | Investment Managers | 8 |
McKenna Gale Capital, Inc.
McKenna Gale Capital, Inc. Investment ManagersFinance McKenna Gale Capital, Inc (McKenna Gale Capital) is an independent private equity firm headquartered in Toronto. The firm is founded in 1995 by Kevin J. McKenna and Bob M. Gale.
6
| Private Company | Investment Managers | 6 |
Wellington Square Advisors, Inc.
Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Sujitno tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
University of Calgary | College/University | Graduate Degree Undergraduate Degree | |
Manulife Capital (Private Equity)
Manulife Capital (Private Equity) Investment ManagersFinance Manulife Capital (Private Equity) (Manulife Capital) is a private equity subsidiary of Manulife Capital, Inc. founded in 1998. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Investor | |
CIT GROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Pepperdine University | College/University | Undergraduate Degree | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Analyst-Equity | |
Dalhousie University | College/University | Undergraduate Degree | |
Rotman School of Management | College/University | Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree | |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity | |
Memorial University of Newfoundland | College/University | Undergraduate Degree | |
CFA Society Calgary
CFA Society Calgary Miscellaneous Commercial ServicesCommercial Services CFA Society Calgary operates as a member society of the CFA Institute. | Miscellaneous Commercial Services | President | |
NEXEN INC. | Oil & Gas Production | Corporate Officer/Principal | |
University of Victoria | College/University | Undergraduate Degree | |
ScotiaMcLeod, Inc.
ScotiaMcLeod, Inc. Investment Banks/BrokersFinance Founded in 1989, ScotiaMcLeod, Inc. is a broker/dealer headquartered in Montreal, Quebec. The firm is a subsidiary of Bank of Nova Scotia (NYSE, TOR: BNS). Scotia McLeod offers a full array of investment services bond including stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Forrest Binkley & Brown
Forrest Binkley & Brown Investment ManagersFinance Forrest Binkley & Brown (FBB) is a private equity firm founded in 1993 by Nicholas Binkley, Greg Forrest and Jeffrey Brown. The firm is headquartered in Irvine, California. | Investment Managers | Corporate Officer/Principal | |
Starlight Investments Capital LP
Starlight Investments Capital LP Investment ManagersFinance Starlight Investments Capital LP (dba Starlight Capital) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2018 and is wholly owned by Starlight Investments Ltd. Starlight Capital offers mutual funds, exchange-traded funds, memorandum funds and structured products. They manage assets on behalf of institutional joint ventures as well as publicly listed REITs, closed-end funds and investment funds. | Investment Managers | Investment Committee Member | |
OMERS Growth Equity
OMERS Growth Equity Investment ManagersFinance OMERS Growth Equity is a Private Equity firm, a subsidiary of OMERS Administration Corp. founded in 2018. The firm is headquartered in Toronto. | Investment Managers | Private Equity Investor | |
Dye & Durham Corp.
Dye & Durham Corp. Packaged SoftwareTechnology Services Dye & Durham Corp. engages in the design and development of a cloud-based platform which connects a global network of professionals with various public records to support business transactions and regulatory compliance. The firm offers due diligence, practice management, litigation solutions, investigative and compliance services, process servicing, PPSA services, lien management, and financial risk management. The company was founded in 1874 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member | |
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Portfolio Manager-Equities | |
FIG LLC
FIG LLC Investment ManagersFinance FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. | Investment Managers | Corporate Officer/Principal | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of Windsor | College/University | Masters Business Admin | |
COVEO SOLUTIONS INC. | Packaged Software | Director/Board Member | |
Waypoint Investment Partners, Inc.
Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Investment Managers | Portfolio Manager-Equities | |
Purpose Unlimited
Purpose Unlimited Investment ManagersFinance Purpose Financial LP operates as an independent financial services company. Its platforms include Purpose Investments, Purpose Advisor Solutions, and Purpose Banking Solutions. The company was founded by Som Seif in 2006 and is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member | |
TouchBistro, Inc.
TouchBistro, Inc. Packaged SoftwareTechnology Services TouchBistro, Inc. engages in the provision of mobile point-of-sale solutions. It uses iPad point of sale system for restaurants. The firm's application connects with variety of apps, to staff scheduling tools, to accounting software, making it a restaurant management solution. It offers its services to restaurants, quick service, bars and clubs, food truck, brewery, and multi location. The company was founded by Alex Barrotti and Geordie Konrad in 2010 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member | |
Dialpad, Inc.
Dialpad, Inc. Major TelecommunicationsCommunications Dialpad, Inc. develops pure-cloud communications solutions. It offers business phone system, contact center, video conferencing, and sales dialer. The company was founded by Craig Walker, John Rector, Brian Peterson, and Alex Cornell in 2011 and is headquartered in San Francisco, CA. | Major Telecommunications | Director/Board Member | |
University of Toronto | College/University | Undergraduate Degree | |
Deloitte & Touche, Inc.
Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Heller Financial, Inc.
Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal | |
Goodwood, Inc.
Goodwood, Inc. Investment ManagersFinance Goodwood, Inc. is an independent Canadian alternative investment management firm headquartered in Oakville, Ontario. The firm was founded by Peter H. Puccetti in 1996. Goodwood provides institutional and high-net-worth clients with alternative investment strategies. It offers segregated accounts for institutional investors including, pensions, foundations endowments and personalized income-oriented accounts for individual investors. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Canada | 33 |
Stati Uniti | 9 |
Settori
Finance | 20 |
Consumer Services | 14 |
Technology Services | 4 |
Commercial Services | 3 |
Energy Minerals | 2 |
Posizioni
Corporate Officer/Principal | 19 |
Undergraduate Degree | 13 |
Private Equity Investor | 7 |
Director/Board Member | 5 |
Portfolio Manager-Fixed Income | 5 |
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