Brendan Caldwell
Algemeen Directeur bij Caldwell Investment Management Ltd.
Vermogen: 4 M $ op 30-04-2024
Profiel
Mr. Brendan T.
Caldwell, CFA, is a Director at Caldwell Securities Ltd., a President, Chief Executive Officer & Chief Investment Officer at Caldwell Investment Management Ltd., a Member at CFA Institute and a Member at CFA Society Toronto.
He is on the Board of Directors at Caldwell Financial Ltd.
and The Bishop Strachan School.
Prior to joining Caldwell in 1995, Mr. Caldwell worked for a major Canadian mutual fund company and then a bank-controlled investment dealer.
His securities exchange memberships have included Toronto, New York, the Chicago Board Options Exchange, the Kansas City Board of Trade and the American Stock Exchange (AMEX).
Mr. Caldwell earned his B.Sc.
from Trinity College at the University of Toronto in 1991 and his M.A.
in English Literature from the University of London, England, in 1992.
He has held his Chartered Financial Analyst (“CFA”) designation since 1995.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
URBANA CORPORATION
9.71% | 21-03-2024 | 971 314 ( 9.71% ) | 4 M $ | 30-04-2024 |
Actieve functies van Brendan Caldwell
Bedrijven | Functie | Begin |
---|---|---|
Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Algemeen Directeur | 01-01-1995 |
Caldwell Securities Ltd.
Caldwell Securities Ltd. Investment Banks/BrokersFinance Caldwell Securities Ltd. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas Caldwell in 1980 and they are a subsidiary of Caldwell Financial Ltd. Caldwell Securities provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. | Algemeen Directeur | 01-01-1995 |
Caldwell Financial Ltd.
Caldwell Financial Ltd. Investment ManagersFinance Caldwell Financial Ltd. provides investment services. It also provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. The company was founded in 1980 and is headquartered in Toronto, Canada. | Directeur/Bestuurslid | - |
The Bishop Strachan School
The Bishop Strachan School Other Consumer ServicesConsumer Services The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada. | Directeur/Bestuurslid | - |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Eerdere bekende functies van Brendan Caldwell
Bedrijven | Functie | Einde |
---|---|---|
CALDWELL US DIVIDEND ADVANTAGE FUND | Algemeen Directeur | - |
CNSX Markets, Inc.
CNSX Markets, Inc. Investment Banks/BrokersFinance CNSX Markets, Inc. operates a stock exchange. It offers an alternative for companies looking to access the Canadian public capital markets. The company provides market access vendors, market data vendors, newswire services, network access providers, regulatory services and services for listed companies. The company was founded by Ian Bandeen in 2001 and is headquartered in Toronto, Canada. | Voorzitter | - |
Opleiding van Brendan Caldwell
Trinity College (Canada) | Undergraduate Degree |
University of London | Graduate 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 | 8 |
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Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Finance |
Caldwell Securities Ltd.
Caldwell Securities Ltd. Investment Banks/BrokersFinance Caldwell Securities Ltd. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas Caldwell in 1980 and they are a subsidiary of Caldwell Financial Ltd. Caldwell Securities provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. | Finance |
CNSX Markets, Inc.
CNSX Markets, Inc. Investment Banks/BrokersFinance CNSX Markets, Inc. operates a stock exchange. It offers an alternative for companies looking to access the Canadian public capital markets. The company provides market access vendors, market data vendors, newswire services, network access providers, regulatory services and services for listed companies. The company was founded by Ian Bandeen in 2001 and is headquartered in Toronto, Canada. | Finance |
Caldwell U.S. Dividend Advantage Fund
Caldwell U.S. Dividend Advantage Fund Investment Trusts/Mutual FundsMiscellaneous Caldwell U.S. Dividend Advantage Fund is a closed-end investment fund. The firm's portfolio comprises of US dividend-paying equity securities. Its objective is to provide investors with monthly cash distributions; and the potential for capital appreciation and enhanced long-term risk adjusted returns. The company was founded in May 28, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
Caldwell Financial Ltd.
Caldwell Financial Ltd. Investment ManagersFinance Caldwell Financial Ltd. provides investment services. It also provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. The company was founded in 1980 and is headquartered in Toronto, Canada. | Finance |
The Bishop Strachan School
The Bishop Strachan School Other Consumer ServicesConsumer Services The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada. | Consumer Services |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |