Provenienza dei contatti di primo grado di Patricia Perez-Coutts
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors.
48
| Subsidiary | Investment Managers | 48 |
Westwood International Advisors, Inc.
 Westwood International Advisors, Inc. Investment ManagersFinance Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients.
9
| Subsidiary | Investment Managers | 9 |
PenderFund Capital Management Ltd.
 PenderFund Capital Management Ltd. Investment ManagersFinance PenderFund Capital Management Ltd. (Pender) is an independent, value-based mutual fund firm headquartered in Vancouver, Canada. The firm was founded by J. Kelly Edmison in 2003. Pender manages a range of funds for various types of clients.
4
| Private Company | Investment Managers | 4 |
Cuso International
3
| Private Company | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patricia Perez-Coutts tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
OMERS Administration Corp.
 OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
| AGF MANAGEMENT LIMITED | Investment Managers | Founder Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Maritime Life Assurance Co.
 Maritime Life Assurance Co. Life/Health InsuranceFinance Part of Manulife Financial Corp., Maritime Life Assurance Co. is a Canadian company that provides life insurance services. The company is based in Halifax, Canada. | Life/Health Insurance | Sales & Marketing | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
AGF International Advisors Co. Ltd.
 AGF International Advisors Co. Ltd. Investment ManagersFinance AGF International Advisors Co., Ltd. (AGFIA) is the wholly-owned, Ireland-based investment management subsidiary of AGF Investments, Inc., itself a subsidiary of AGF Management Ltd. (TSE: AGF.B OTCMKTS: AGFMF) in Canada. Headquartered in Dublin, AGFIA was founded in 1991 to provide a European base for the management of AGF investments in Britain and continental Europe. The firm is a socially responsible investor which provides investment management and financial solutions to retail, institutional and high-net worth clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Sprott Asset Management LP
 Sprott Asset Management LP Investment ManagersFinance Sprott Asset Management LP (Sprott AM) is a Canadian alternative investment management firm headquartered in Toronto, Ontario. The firm was founded by Eric Sprott in 1981 and is a subsidiary of Sprott Asset Management GP, Inc., which is owned by Sprott, Inc. (NYSE, TSX: SII). Sprott AM offers a wide variety of investment solutions to Canadian and international investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Highstreet Asset Management, Inc.
 Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal Private Equity Analyst Head-Equity Investments | |
Barometer Capital Management, Inc.
 Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Investment Managers | Analyst-Equity | |
Smith & Williamson Holdings Ltd.
 Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree | |
| York University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree | |
| Trinity Western University | College/University | Undergraduate Degree | |
| Simon Fraser University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Manitoba | College/University | Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| University of Strathclyde | College/University | Undergraduate Degree | |
| University College Dublin | College/University | Graduate Degree Graduate Degree | |
Pender Private Equity Fund Management, Inc.
 Pender Private Equity Fund Management, Inc. Investment ManagersFinance Pender Private Equity Fund Management Inc (Pender Ventures) is a venture capital subsidiary of PenderFund Capital Management Ltd founded in 1994 by John Kelly Edmison. The firm is headquartered in Vancouver, Canada with an office in Ontario. | Investment Managers | Private Equity Investor Sales & Marketing Private Equity Analyst | |
Massachusetts Society of Certified Public Accountants, Inc.
 Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President Chairman | |
Pension Investment Association of Canada
 Pension Investment Association of Canada Investment ManagersFinance Pension Investment Association of Canada engages in pension oversight services. The firm provides legislative and regulatory pension investment and governance. The company was founded in 1977 and is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member | |
| Fidelity Human Resources Services Co. LLC | Director of Finance/CFO | ||
Credit Suisse First Boston Securities (Japan) Ltd.
 Credit Suisse First Boston Securities (Japan) Ltd. Investment Banks/BrokersFinance Part of UBS Group AG, Credit Suisse First Boston Securities (Japan) Ltd. engages in the purchase, sale, and brokerage of securities. The company is based in Tokyo, Japan. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
FundSERV, Inc.
 FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Cable/Satellite TV | Director/Board Member | |
Maple Leaf Foods International
 Maple Leaf Foods International Food: Meat/Fish/DairyConsumer Non-Durables Part of Maple Leaf Foods, Inc., Maple Leaf Foods International is a Canadian company that manufactures and distributes meat and meat products. The company is based in Toronto, Canada. | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Pier 21 Asset Management, Inc.
 Pier 21 Asset Management, Inc. Investment ManagersFinance Founded in 2005 by David Star, Pier 21 Asset Management, Inc. is an investment advisor located in Montreal, Quebec with an additional office in Toronto, Ontario. The firm specializes in managing global investment strategies for pension plans, foundations, endowments, insurance companies, family offices and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Analyst-Equity Analyst-Equity | |
Altrinsic Global Advisors Canada, Inc.
 Altrinsic Global Advisors Canada, Inc. Investment ManagersFinance Altrinsic Global Advisors Canada, Inc., is an investment advisory firm located in Toronto, ON, Canada. The firm is a subsidiary of Altrinsic Global Advisors LLC, a registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services for individuals and institutions. They offer investment advisory services to corporate pension funds, public pension funds, sovereign wealth funds, foundations, endowments, sub-advisory clients, high net worth investors, and other business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree | |
LifePro Asset Management LLC
 LifePro Asset Management LLC Investment ManagersFinance LifePro Asset Management LLC (LPAM) is an asset management firm headquartered in San Diego, California. The firm was founded in 2015 and is a subsidiary of LifePro Financial Services, Inc. LPAM provides advisory services to individuals, high net-worth individuals, and charitable organizations. | Investment Managers | Analyst-Fixed Income | |
| Investment Management Consultants Association | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Canada | 34 |
| Stati Uniti | 11 |
| Irlanda | 3 |
| Regno Unito | 3 |
| Hong Kong | 2 |
Settori
| Finance | 29 |
| Consumer Services | 17 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Consumer Non-Durables | 2 |
Posizioni
| Undergraduate Degree | 53 |
| Portfolio Manager-Equities | 50 |
| Corporate Officer/Principal | 47 |
| Analyst-Equity | 45 |
| Director/Board Member | 38 |
Contatti più connessi
| Insiders | |
|---|---|
| George Graham | 14 |
| C. Warren Goldring | 12 |
| Jamie Horvat | 12 |
| Robert J. Bogart | 11 |
| Ani Markova | 10 |
| Charles Oliver | 9 |
| Grace Huang | 9 |
| Jeff Cates | 7 |
| Aman Budhwar | 7 |
| David Gregory Stonehouse | 7 |
| Cameron Scrivens | 7 |
| Glenn Gordon Drodge | 6 |
| Rose Cammareri | 6 |
| Rob D. Badun | 6 |
| Clive H. J. Coombs | 6 |
- Borsa valori
- Insiders
- Patricia Perez-Coutts
- Connessioni Società
