John Barry Poulter
Geen lopende functies
Profiel
Mr. John B.
Poulter, CFA, is a Portfolio Manager at Cumberland Investment Counsel, Inc. and an Independent Director at NatureBank Asset Management, Inc. He is on the Board of Directors at NatureBank Asset Management, Inc.
Mr. Poulter has over three decades of progressively senior experience in securities selection and portfolio design.
Prior to joining Cumberland Investment Counsel, his most recent engagements have seen him providing Investment consulting services to select investment management firms and clients.
Mr. Poulter was previously employed as a Founding Partner by Cumberland Private Wealth Management, Inc., a Quantitative Analyst by CIBC Wood Gundy Corp., a Senior Member by Connor Clark & Co. Ltd., and a Chief Investment Officer & Managing Partner by Gravitas Securities, Inc. He also served on the board at Groundstar Resources Ltd.
He received his B.A.
specializing in Financial Econometrics from the University of British Columbia, Mr. Poulter received his CFA designation in 1991.
Eerdere bekende functies van John Barry Poulter
| Bedrijven | Functie | Einde |
|---|---|---|
| OSTROM CLIMATE SOLUTIONS INC. | Directeur/Bestuurslid | 31-01-2018 |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Directeur van Onderzoek - Eigen Vermogen | 31-12-2009 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Portefeuillebeheerder-Aandelen | - |
| GROUNDSTAR RESOURCES LIMITED | Directeur/Bestuurslid | - |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Corporate Officer/Principal | - |
Opleiding van John Barry Poulter
| University of British Columbia | Undergraduate 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
| Beursgenoteerde bedrijven | 2 |
|---|---|
| OSTROM CLIMATE SOLUTIONS INC. | Industrial Services |
| GROUNDSTAR RESOURCES LIMITED | Energy Minerals |
| Bedrijven in privébezit | 5 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
Gravitas Securities, Inc.
 Gravitas Securities, Inc. Investment ManagersFinance Gravitas Securities, Inc. (GSI) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2008 as Portfolio Strategies Securities, Inc. They are a subsidiary of Ontario, Inc. GSI provides private client advisory and wealth management services to sophisticated clients within Canada and abroad. | Finance |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Commercial Services |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Finance |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |