Rob Davies
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Karriereverlauf von Rob Davies
Ehemalige bekannte Positionen von Rob Davies
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Analyst-Equity | 01.08.2012 | 01.01.2014 |
Marktstratege | 01.08.2012 | 01.01.2014 | |
Webb Asset Management Canada, Inc.
Webb Asset Management Canada, Inc. Investment ManagersFinance Founded in 2006 by Derek Webb and Ken McCord, Webb Asset Management, Inc. is an investment advisor firm located in Toronto with an additional office in San Francisco. They manage the Canadian Performance Fund, the Webb Enhanced Growth Fund and the Webb Enhanced Income Fund. | Analyst-Equity | 06.06.2011 | 31.12.2011 |
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Portfolio Manager-Aktien | 01.03.2005 | 31.12.2009 |
Webb Capital Management LLP
Webb Capital Management LLP Investment ManagersFinance San Francisco-based Webb Capital Management LLP is a subsidiary of CI Mutual Funds Ltd. (CIFM), which is wholly owned by CI Fund Management, Inc. (TSE: CIX) The firm manages separate portfolios and number of mutual funds for CIFM, including Clarica, Landmark and SunWise funds. | Analyst-Equity | 19.05.2003 | 23.02.2005 |
Portfolio Manager-Aktien | 19.05.2003 | 23.02.2005 | |
CI Funds | Corporate Officer/Principal | 31.08.2004 | 31.08.2004 |
Goodman & Co. LLP
Goodman & Co. LLP Miscellaneous Commercial ServicesCommercial Services Goodman & Co. LLP provides accounting services for individuals, small family-owned business, not-for-profit organizations, private and government organizations. The company was founded by M. Lu Goodman in 1932 and is headquartered in Norfolk, VA. | Corporate Officer/Principal | 31.12.1999 | 31.12.1999 |
Roynat Capital, Inc.
Roynat Capital, Inc. Investment ManagersFinance Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto. | Corporate Officer/Principal | 31.01.1997 | 31.01.1997 |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Corporate Officer/Principal | - | - |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Corporate Officer/Principal | - | - |
Ausbildung von Rob Davies
Wilfrid Laurier University | Undergraduate Degree |
Statistik
International
Kanada | 9 |
Vereinigte Staaten | 3 |
Operativ
Corporate Officer/Principal | 5 |
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 7 |
Commercial Services | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 9 |
---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Finance |
Webb Capital Management LLP
Webb Capital Management LLP Investment ManagersFinance San Francisco-based Webb Capital Management LLP is a subsidiary of CI Mutual Funds Ltd. (CIFM), which is wholly owned by CI Fund Management, Inc. (TSE: CIX) The firm manages separate portfolios and number of mutual funds for CIFM, including Clarica, Landmark and SunWise funds. | Finance |
Roynat Capital, Inc.
Roynat Capital, Inc. Investment ManagersFinance Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto. | Finance |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Finance |
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Finance |
Goodman & Co. LLP
Goodman & Co. LLP Miscellaneous Commercial ServicesCommercial Services Goodman & Co. LLP provides accounting services for individuals, small family-owned business, not-for-profit organizations, private and government organizations. The company was founded by M. Lu Goodman in 1932 and is headquartered in Norfolk, VA. | Commercial Services |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Technology Services |
CI Funds | |
Webb Asset Management Canada, Inc.
Webb Asset Management Canada, Inc. Investment ManagersFinance Founded in 2006 by Derek Webb and Ken McCord, Webb Asset Management, Inc. is an investment advisor firm located in Toronto with an additional office in San Francisco. They manage the Canadian Performance Fund, the Webb Enhanced Growth Fund and the Webb Enhanced Income Fund. | Finance |
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