Sean Anthony Pugliese
Gestore di Portafoglio-Azioni presso Wickham Investment Counsel, Inc.
Profilo
Mr. Sean A.
Pugliese, CFA, is a Director & Portfolio Manager at Wickham Investment Counsel, Inc. Mr. Pugliese is an Investment Portfolio Manager, capable of helping private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations.
With private clients, the focus is on wealth management, an integration of investment management and retirement planning.
He is teamed up with Allan Meyer, Director and Portfolio Manager at Wickham Investment Counsel Inc. They believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.
Mr. Pugliese was employed as a Principal by TD Canada Trust Co.
He received his undergraduate degree from McMaster University.
Mr. Pugliese earned his CFA (Chartered Financial Analyst) designation in 2014.
Posizioni attive di Sean Anthony Pugliese
| Società | Posizione | Inizio |
|---|---|---|
Wickham Investment Counsel, Inc.
 Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Gestore di Portafoglio-Azioni | 01/09/2011 |
Precedenti posizioni note di Sean Anthony Pugliese
| Società | Posizione | Fine |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | 31/12/2008 |
Formazione di Sean Anthony Pugliese
| McMaster University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
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