Kelly Marie Woodall
Gestore di Portafoglio-Azioni presso Seymour Investment Management Ltd. (Investment Management)
Profilo
Ms. Kelly M.
Woodall, CFA, is Managing Partner & Portfolio Manager at Seymour Investment Management Ltd.
She began her career in high net worth private client investment management in 1997.
Beginning in 2000, Ms. Woodall spent seven years working as a sell-side equity research analyst, providing research coverage of a number of different stocks and industries.
In 2006, she left the sell side and returned to investment management.
In recent years, she has been a lead portfolio manager on a variety of Canadian equity, equity-income, and small-capitalization mandates.
Ms. Woodall received her undergraduate degree from the University of British Columbia.
Posizioni attive di Kelly Marie Woodall
Società | Posizione | Inizio |
---|---|---|
Seymour Investment Management Ltd. (Investment Management)
Seymour Investment Management Ltd. (Investment Management) Investment ManagersFinance Seymour Investment Management Ltd. (Investment Management) (Seymour-IM) is the investment management division of Seymour Investment Management Ltd., an investment company headquartered in Vancouver, British Columbia. The firm was founded by Carl Hoyt in 2010. Seymour-IM provides investment products and tailored solutions to various clients. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Kelly Marie Woodall
Società | Posizione | Fine |
---|---|---|
Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Analyst-Equity | 31/12/2009 |
Raymond James Ltd. (Broker)
Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Analyst-Equity | 01/01/2006 |
Salman Partners, Inc.
Salman Partners, Inc. Investment Banks/BrokersFinance Founded in 1994, Salman Partners, Inc. is an independent, research-driven investment dealer serving institutional, corporate and individual clients. Their analysts provide coverage of companies in mining, oil and gas, forestry, coal, industrial products and services, consumer products, special situations, technology, healthcare and biotechnology. Salman Partners is headquartered in Vancouver with additional offices in Calgary and Toronto. | Corporate Officer/Principal | 31/12/2000 |
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Financial ConglomeratesFinance Founded in 1964 by Art Phillips, Bob Hager and Rudy North, Phillips, Hager & North Investment Management (PH&N) is an investment advisor headquartered in Vancouver, British Columbia. The firm is an operating division of RBC Global Asset Management (RBC GAM), itself a wholly-owned subsidiary of the Royal Bank of Canada (NYSE: RY) which acquired PH&N in May 2008. In November 2010, PH&N amalgamated with their affiliate, RBC Asset Management, Inc. to form RBC GAM. RBC GAM is the fund manager and principal portfolio advisor of the PH&N Funds and the BonaVista Funds. The primary distributor of the PH&N Funds and the BonaVista Funds is Phillips, Hager & North Investments Funds Ltd., dba PH&N Investment services, | Corporate Officer/Principal | 31/12/2000 |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel, Inc. is an independent mutual fund manager headquartered in Toronto, Canada. The firm was founded by Paul Bloom in 1985. They manage segregated investment portfolios for wealthy individuals, corporations, institutions and trusts. | Corporate Officer/Principal | - |
Formazione di Kelly Marie Woodall
University of British Columbia | Undergraduate Degree |
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 | 6 |
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Raymond James Ltd. (Broker)
Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Finance |
Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Finance |
Seymour Investment Management Ltd. (Investment Management)
Seymour Investment Management Ltd. (Investment Management) Investment ManagersFinance Seymour Investment Management Ltd. (Investment Management) (Seymour-IM) is the investment management division of Seymour Investment Management Ltd., an investment company headquartered in Vancouver, British Columbia. The firm was founded by Carl Hoyt in 2010. Seymour-IM provides investment products and tailored solutions to various clients. | Finance |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel, Inc. is an independent mutual fund manager headquartered in Toronto, Canada. The firm was founded by Paul Bloom in 1985. They manage segregated investment portfolios for wealthy individuals, corporations, institutions and trusts. | Finance |
Salman Partners, Inc.
Salman Partners, Inc. Investment Banks/BrokersFinance Founded in 1994, Salman Partners, Inc. is an independent, research-driven investment dealer serving institutional, corporate and individual clients. Their analysts provide coverage of companies in mining, oil and gas, forestry, coal, industrial products and services, consumer products, special situations, technology, healthcare and biotechnology. Salman Partners is headquartered in Vancouver with additional offices in Calgary and Toronto. | Finance |
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Financial ConglomeratesFinance Founded in 1964 by Art Phillips, Bob Hager and Rudy North, Phillips, Hager & North Investment Management (PH&N) is an investment advisor headquartered in Vancouver, British Columbia. The firm is an operating division of RBC Global Asset Management (RBC GAM), itself a wholly-owned subsidiary of the Royal Bank of Canada (NYSE: RY) which acquired PH&N in May 2008. In November 2010, PH&N amalgamated with their affiliate, RBC Asset Management, Inc. to form RBC GAM. RBC GAM is the fund manager and principal portfolio advisor of the PH&N Funds and the BonaVista Funds. The primary distributor of the PH&N Funds and the BonaVista Funds is Phillips, Hager & North Investments Funds Ltd., dba PH&N Investment services, | Finance |
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