Stephen Bertone
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Provenienza dei contatti di primo grado di Stephen Bertone
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Concordia University
142
| College/University | Other Consumer Services | 142 |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stephen Bertone tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Portfolio Manager-Equities | |
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| ANTLER HILL MINING LTD. | Financial Conglomerates | Director of Finance/CFO | |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Investment Managers | Trading-Equity Analyst-Equity Analyst-Equity | |
Sectoral Asset Management, Inc.
 Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | Investment Managers | Corporate Officer/Principal Economist | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| McGill University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Queen's University | College/University | Masters Business Admin Masters Business Admin | |
| Brock University | College/University | Undergraduate Degree | |
Addenda Capital, Inc.
 Addenda Capital, Inc. Investment ManagersFinance Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
BCA Research, Inc.
 BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Market Strategist Corporate Officer/Principal | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pittsburgh at Bradford | College/University | Undergraduate Degree | |
| HEC Montréal | College/University | Masters Business Admin | |
Laurentian Bank Securities, Inc.
 Laurentian Bank Securities, Inc. Investment Banks/BrokersFinance Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| AREHADA MINING LIMITED | Other Metals/Minerals | Comptroller/Controller/Auditor | |
Morningstar Research, Inc. (Canada)
 Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Southwestern University of Finance & Economics | College/University | Masters Business Admin | |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| NEW LOOK VISION GROUP INC | Medical Distributors | Director of Finance/CFO Corporate Officer/Principal | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity Analyst-Equity | |
| TIANQI LITHIUM CORPORATION | Chemicals: Specialty | Chairman | |
Jufeel International Group
 Jufeel International Group Agricultural Commodities/MillingProcess Industries Jufeel International Group operates as a group company and doing business through its subsidiaries, which engages in the sale of aloe vera products developed for the health, beauty, nutritional and pharmaceutical industries. It is a bio-tech company that cultivates, produces, develops, and sells raw aloe vera and aloe vera based consumer products. The company was founded by Zhang Rongxuan on April 28, 2010 and is headquartered in Zhengzhou, China. | Agricultural Commodities/Milling | Director of Finance/CFO | |
Jadwa Investment Co. (Private Equity)
 Jadwa Investment Co. (Private Equity) Investment ManagersFinance Jadwa Investment Co/Private equity/ (Jadwa Investment) is a private equity division of Jadwa Investment Co. founded in 2006. The firm is headquartered in Riyadh, Saudi Arabia. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Picton Mahoney Asset Management
 Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Jiangsu Protelight Pharmaceutical & Biotechnology Co. Ltd. | Director/Board Member | ||
| Chengdu Tianqi Industrial Group Co. Ltd. | Director/Board Member | ||
Tianqi Lithium HK Co., Ltd.
 Tianqi Lithium HK Co., Ltd. Chemicals: SpecialtyProcess Industries Tianqi Lithium HK Co., Ltd. is engaged in the manufacturing and selling of lithium products. The firm operates through two business segments: manufacturing and sale of lithium compounds & derivatives, and mining, production and sale of lithium concentrates. The company was founded on March 11, 2015 and is headquartered in Hong Kong. | Chemicals: Specialty | Director/Board Member | |
| LITHIUM ION ENERGY LTD. | Oil & Gas Production | Director/Board Member | |
| STEPPE GOLD LTD. | Precious Metals | Founder | |
| ARANJIN RESOURCES LTD. | Other Metals/Minerals | Director/Board Member | |
Tianqi Group HK Co. Ltd.
 Tianqi Group HK Co. Ltd. SteelNon-Energy Minerals Part of Tianqi Lithium Corp., Tianqi Group HK Co. Ltd. is a company that manufactures and distributes construction machinery, electronic, and steel products. The company is based in Hong Kong, Hong Kong. | Steel | Director/Board Member |
Statistiche
Distribuzione geografica
| Canada | 35 |
| Cina | 6 |
| Hong Kong | 3 |
| Stati Uniti | 2 |
| Arabia Saudita | 2 |
Settori
| Finance | 26 |
| Consumer Services | 9 |
| Non-Energy Minerals | 5 |
| Process Industries | 4 |
| Distribution Services | 2 |
Posizioni
| Undergraduate Degree | 101 |
| Corporate Officer/Principal | 91 |
| Director/Board Member | 76 |
| Analyst-Equity | 68 |
| Masters Business Admin | 39 |
Contatti più connessi
| Insiders | |
|---|---|
| Peter Kruyt | 28 |
| Christophe Gaussin | 22 |
| Christopher S. Kape | 16 |
| Lin Bao | 15 |
| Steven Arless | 13 |
| Aneel Waraich | 11 |
| Ahmadian Sara | 10 |
| An Qi Jiang | 9 |
| Charlie Kawwas | 8 |
| Harley Finkelstein | 8 |
| Daniel Rosenberg | 8 |
| Chris DN | 8 |
| Dhaen Al-Hameli | 8 |
| Chris Thompson | 8 |
| Sain Godil | 7 |
- Borsa valori
- Insiders
- Stephen Bertone
- Connessioni Società
