Linnea Marie McKercher
Compliance Officer bij CWB Wealth Management Ltd.
Profiel
Ms. Linnea M.
McKercher, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Wealth Management Ltd.
Ms. McKercher has over 20 years of experience in the wealth management industry, she specializes in working with high net worth clients, business owners, corporations, and a multitude of institutions to meet their financial goals.
Her experience is unique in that she spent over 10 years managing our firm’s Canadian Equity portfolio.
She has a sophisticated understanding of asset management, macro economics, and the Canadian market in particular.
Linnea holds a leadership role at CWB Wealth as the lead for our Private Client team
Ms. McKercher was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd., an Analyst by AIMCO Capital LLC, and a Principal by The University of Alberta Hospital.
She received her undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Actieve functies van Linnea Marie McKercher
| Bedrijven | Functie | Begin |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Compliance Officer | 01-03-2017 |
Eerdere bekende functies van Linnea Marie McKercher
| Bedrijven | Functie | Einde |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Compliance Officer | 01-03-2017 |
| AIMCO Capital LLC | Corporate Officer/Principal | 31-12-2001 |
The University of Alberta Hospital
 The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports. | Corporate Officer/Principal | 31-12-1997 |
Opleiding van Linnea Marie McKercher
| University of Alberta | 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
| Bedrijven in privébezit | 4 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
| AIMCO Capital LLC | |
The University of Alberta Hospital
The University of Alberta Hospital Medical/Nursing ServicesHealth Services The University of Alberta Hospital is focused on developing sustainable healthcare facilities for the people of Alberta. The private company is based in Edmonton, Canada. The Canadian company offers a variety of resources and information through Alberta Health Services, including data, statistics, and reports. | Health Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
