Patti Shannon
Gestore di Portafoglio-Azioni presso Leith Wheeler Investment Counsel Ltd.
Posizioni attive di Patti Shannon
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Gestore di Portafoglio-Azioni | 01/07/2011 | - |
Storia della carriera di Patti Shannon
Precedenti posizioni note di Patti Shannon
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Membro del Comitato di Investimento | 01/01/2001 | 21/09/2010 |
| Gestore di Portafoglio-Azioni | 01/01/2001 | 02/01/2011 | |
| Portfolio Manager-Fixed Income | 21/09/2010 | 23/09/2010 |
Formazione di Patti Shannon
| University of Alberta | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Canada | 4 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Finance |
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