Profiel
Ms. Bonnie Marko is Private Client Associate at Guardian Capital Advisors, Inc. She is responsible for the administration of portfolios for private clients in our Calgary office, supporting both our portfolio management teams and the Independent Advisor network of referring partners to GCA.
Prior to joining Guardian Capital Advisors LP in August 2009, Ms. Marko spent over 8 years working for a major multinational fund company where she held the positions of Institutional Sales & Service Associate and Private Client Service Associate.
Ms. Marko received her Bachelor of Commerce (Finance) degree from the University of Calgary in 2001, completed the Canadian Securities Course (Honors) in 2001 and earned a Certificate in Financial Planning in 2006.
She is currently working towards obtaining the CFP designation.
Eerdere bekende functies van Bonnie Marko
| Bedrijven | Functie | Einde |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Corporate Officer/Principal | 31-12-2008 |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Corporate Officer/Principal | 31-12-2007 |
Opleiding van Bonnie Marko
| University of Calgary | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
