Greg Cassidy
Portfolio Manager-Aktien bei Cumberland Private Wealth Management, Inc.
Profil
Mr. Gregory A.
Cassidy, CFA, is a Portfolio Manager at Cumberland Investment Counsel, Inc. and Cumberland Private Wealth Management, Inc. Mr. Cassidy’s focus is on the management of investment portfolios and business development.
He brings over 26 years of experience in the investment industry, with extensive experience working with high net worth individuals and families, their trusts and holding companies.
Prior to joining Cumberland Private Wealth, he was a Portfolio Manager at CIBC Trust.
Mr. Cassidy was previously employed as a Principal by Morgan Trustco, Inc.
He received his undergraduate degree from York University.
Aktive Positionen von Greg Cassidy
| Unternehmen | Position | Beginn |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Portfolio Manager-Aktien | 01.07.1998 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Portfolio Manager-Aktien | 01.01.2012 |
Ehemalige bekannte Positionen von Greg Cassidy
| Unternehmen | Position | Ende |
|---|---|---|
CIBC Trust Corp.
 CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Corporate Officer/Principal | 31.12.1997 |
Ausbildung von Greg Cassidy
| York University | 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 | 3 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Finance |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |