![Matt Evans](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>)
Matt Evans
Amministratore Delegato presso
CWB Wealth Management Ltd.
Profilo
Mr. Matthew Evans, CFA, is a President & Chief Executive Officer at CWB Wealth Management Ltd. He has over 15 years in the financial services industry, he has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations.
He most recently served as CWB Financial Group’s Vice President, Strategy, and Corporate Development.
Matt brings depth in corporate strategic planning and execution, high impact leadership and coaching through change.
Mr. Evans was employed as a Director-Business Development by Adroit Investment Management Ltd. and an Investment Advisor by CIBC Wood Gundy Corp.
He received his undergraduate degree from the University of Alberta.
Posizioni attive di Matt Evans
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 15/01/2020 |
Precedenti posizioni note di Matt Evans
| Società | Posizione | Fine |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Adroit Investment Management's disciplined investment approach is designed to manage risk to preserve each client's capital base while achieving long-term growth. They ensure that each portfolio is diverse, with a minimum number of quality securities, a maximum in any one holding and investment in a number of major industries. The firm manages portfolios through segregated accounts and the Adroit Funds, their internally managed mutual funds. | Vendite & Marketing | 01/11/2012 |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2009 |
Formazione di Matt Evans
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
87
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Adroit Investment Management's disciplined investment approach is designed to manage risk to preserve each client's capital base while achieving long-term growth. They ensure that each portfolio is diverse, with a minimum number of quality securities, a maximum in any one holding and investment in a number of major industries. The firm manages portfolios through segregated accounts and the Adroit Funds, their internally managed mutual funds. | Finance |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
