![Jeremy Rosa](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Jeremy Rosa, CFA, is a Vice President, Portfolio Manager & Research Lead at CI Investments, Inc. He joined CI GAM in 2006 and brings over 17 years of industry experience to his role and team.
Prior to this role, Mr. Rosa led the research effort in the information technology sector for another Canadian asset manager.
He holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.
Actieve functies van Jeremy Rosa
| Bedrijven | Functie | Begin |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Analyst-Equity | 01-10-2011 |
Eerdere bekende functies van Jeremy Rosa
| Bedrijven | Functie | Einde |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Corporate Officer/Principal | - |
Opleiding van Jeremy Rosa
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
60
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Finance |
George Brown College
 George Brown College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
