Cathy Urquhart
Portefeuillebeheerder-Aandelen bij Cypress Capital Management Ltd. (Canada)
Profiel
Ms. Catherine E.
Urquhart, CFA, is a Portfolio Manager at Cypress Capital Management Ltd.
Ms. Urquhart and worked for local and national investment firms in a variety of roles, including opening a financial planning branch for a local credit union.
She joined BMO Nesbitt Burns in 1998 as an Investment Advisor to high net worth private clients as well as working in a managerial role.
She received her undergraduate degree in Business Administration from Simon Fraser University in 1990 her Chartered Financial Analyst designation in 2003.
Actieve functies van Cathy Urquhart
| Bedrijven | Functie | Begin |
|---|---|---|
Cypress Capital Management Ltd. (Canada)
 Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Portefeuillebeheerder-Aandelen | 01-01-2005 |
Opleiding van Cathy Urquhart
| Simon Fraser University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Finance |
