Claudio Gagliardi
Keine laufenden Positionen mehr
Profil
Prior to joining Guardian Capital Advisors in our Calgary office, Mr. Gagliardi worked as a Vice President, Portfolio Manager for high net worth clients in the investment counseling division of a trust company.
He began his career in Calgary at a bank-owned mutual fund firm and then moved into the investment counsel division.
Mr. Gagliardi has a Bachelor of Commerce Degree - Finance Major from the University of Calgary.
He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).
He is an active member of his community having served as President of the Calgary CFA Society and has served as a board member of the Calgary Portfolio Management Trust.
He has also pursued volunteer work with UNICEF since 1999.
Ehemalige bekannte Positionen von Claudio Gagliardi
| Unternehmen | Position | Ende |
|---|---|---|
Guardian Capital Advisors LP
 Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Portfolio Manager-Aktien | 01.10.2008 |
Ausbildung von Claudio Gagliardi
| University of Calgary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Guardian Capital Advisors LP
Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Finance |
