Linnea Marie McKercher

Responsabile della Conformità presso CWB Wealth Management Ltd.

Finance

Consumer Services

Health Services

Profilo

Ms. Linnea M.
McKercher, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Wealth Management Ltd.
Ms. McKercher has over 20 years of experience in the wealth management industry, she specializes in working with high net worth clients, business owners, corporations, and a multitude of institutions to meet their financial goals.
Her experience is unique in that she spent over 10 years managing our firm’s Canadian Equity portfolio.
She has a sophisticated understanding of asset management, macro economics, and the Canadian market in particular.
Linnea holds a leadership role at CWB Wealth as the lead for our Private Client team Ms. McKercher was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd., an Analyst by AIMCO Capital LLC, and a Principal by The University of Alberta Hospital.
She received her undergraduate degree from the University of Alberta and an MBA from the University of Alberta.

Posizioni attive di Linnea Marie McKercher

Società	Posizione	Inizio
CWB Wealth Management Ltd. CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families.	Responsabile della Conformità	01/03/2017

Tutte le posizioni attive di Linnea Marie McKercher

Precedenti posizioni note di Linnea Marie McKercher

Società	Posizione	Fine
Adroit Investment Management Ltd. Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds.	Responsabile della Conformità	01/03/2017
AIMCO Capital LLC	Corporate Officer/Principal	31/12/2001
The University of Alberta Hospital The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports.	Corporate Officer/Principal	31/12/1997

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Formazione di Linnea Marie McKercher

University of Alberta

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	4
Adroit Investment Management Ltd. Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds.	Finance
AIMCO Capital LLC
The University of Alberta Hospital The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports.	Health Services
CWB Wealth Management Ltd. CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families.	Finance

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