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Claudio Gagliardi
Geen lopende functies
Profiel
Prior to joining Guardian Capital Advisors in our Calgary office, Mr. Gagliardi worked as a Vice President, Portfolio Manager for high net worth clients in the investment counseling division of a trust company.
He began his career in Calgary at a bank-owned mutual fund firm and then moved into the investment counsel division.
Mr. Gagliardi has a Bachelor of Commerce Degree - Finance Major from the University of Calgary.
He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).
He is an active member of his community having served as President of the Calgary CFA Society and has served as a board member of the Calgary Portfolio Management Trust.
He has also pursued volunteer work with UNICEF since 1999.
Eerdere bekende functies van Claudio Gagliardi
Bedrijven | Functie | Einde |
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Guardian Capital Advisors LP
![]() Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Portefeuillebeheerder-Aandelen | 01-10-2008 |
Opleiding van Claudio Gagliardi
University of Calgary | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Guardian Capital Advisors LP
![]() Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Finance |