![Brian So](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian So
Portfolio Manager-Aktien bei Tacita Capital, Inc.
Profil
Mr. Brian So, CFA, is a Client Administration Coordinator at Tacita Capital, Inc. He is a member of the firm’s Portfolio Management Group and coordinates the administrative aspects of our portfolio management and wealth management services.
Prior to joining Tacita Capital, he worked for a multi-national stock transfer company where he became familiar with a variety of share transactions.
He has an Honours Bachelor of Commerce degree from McMaster University.
He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®) professional, and a member of the CFA Institute and CFA Society Toronto.
Aktive Positionen von Brian So
Unternehmen | Position | Beginn |
---|---|---|
Tacita Capital, Inc.
![]() Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Portfolio Manager-Aktien | 01.06.2018 |
Ehemalige bekannte Positionen von Brian So
Unternehmen | Position | Ende |
---|---|---|
Computershare Canada, Inc.
![]() Computershare Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Computershare Ltd., Computershare Canada, Inc. provides trust services. The company is based in Toronto, Canada. | Corporate Officer/Principal | 01.03.2016 |
Ausbildung von Brian So
DeGroote School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Tacita Capital, Inc.
![]() Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
Computershare Canada, Inc.
![]() Computershare Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Computershare Ltd., Computershare Canada, Inc. provides trust services. The company is based in Toronto, Canada. | Miscellaneous |