![Jim Noble](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
James Heighton Noble formerly worked at CWB Wealth Management Ltd., as Private Wealth Advisor & Portfolio Manager from 2019 to 2024 and Leon Frazer & Associates, Inc., as Senior Portfolio Manager from 1998 to 2017.
Mr. Noble received his undergraduate degree and Masters Business Admin degree from York University.
Precedenti posizioni note di Jim Noble
| Società | Posizione | Fine |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Gestore di Portafoglio-Azioni | 01/09/2024 |
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Gestore di Portafoglio-Azioni | - |
Formazione di Jim Noble
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
1
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Finance |
