Bill Harris
Lid van de Investeringscommissie bij Avenue Investment Management, Inc.
Profiel
Mr. William A.
Harris, CFA, is a Partner & Portfolio Manager at Avenue Investment Management, Inc. He is Avenue’s lead equity portfolio manager, working to find the next great cash generating investment opportunity.
He also looks after client relationships, with a focus on Ontario and Western Canada.
Before joining the firm in 2004, Mr. Harris was a Portfolio Manager at Sentry Select Capital for two years.
He spent the previous decade working at TD Asset Management progressing from trading to Analyst to Portfolio Manager.
He received his CFA designation in 1998, having graduated with a BA in economics from Dalhousie University.
He is a member of the Toronto Society of Financial Analysts and the CFA Institute and sits on the investment committee of a major charitable organization.
Actieve functies van Bill Harris
| Bedrijven | Functie | Begin |
|---|---|---|
Avenue Investment Management, Inc.
 Avenue Investment Management, Inc. Investment ManagersFinance Avenue Investment Management, Inc. (Avenue) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by Paul Gardner and Paul Harris in 2002. Avenue manages equity and fixed income investment portfolios on a discretionary basis for high net worth private clients and institutional investors. | Lid van de Investeringscommissie | 01-01-2004 |
Eerdere bekende functies van Bill Harris
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Analyst-Equity | 31-12-2001 |
Sentry Investments, Inc.
 Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Bill Harris
| Dalhousie University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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. | Finance |
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Finance |
Avenue Investment Management, Inc.
Avenue Investment Management, Inc. Investment ManagersFinance Avenue Investment Management, Inc. (Avenue) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by Paul Gardner and Paul Harris in 2002. Avenue manages equity and fixed income investment portfolios on a discretionary basis for high net worth private clients and institutional investors. | Finance |