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Richard Monaco
Gestore di Portafoglio-Azioni presso
National Bank Financial, Inc.
Profilo
Mr. Richard Monaco is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, Inc. In addition to portfolio management, he also offers his clients expertise in retirement, tax and estate planning.
He has been an Investment Advisor with the firm since 1998, and manages over $265 million in assets for his clients.
After working in the industry and teaching for 17 years, Mr. Monaco decided to capitalize on his experience and offer a complete service offering to clients.
In the past, he has served as CFO for various private companies and even completed an initial public offering (IPO) on NASDAQ in 1993.
He has also taught as a lecturer at the Université de Montréal and full-time to adults at the college level.
He is a Chartered Professional Accountant with a Bachelor of Business Administration from HEC Montréal (1981).
Posizioni attive di Richard Monaco
| Società | Posizione | Inizio |
|---|---|---|
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products. | Gestore di Portafoglio-Azioni | 01/01/1998 |
Formazione di Richard Monaco
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
82
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products. | Finance |
HEC Montréal
 HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
