Patti Shannon
Portefeuillebeheerder-Aandelen bij Leith Wheeler Investment Counsel Ltd.
Oorsprong van het eerstegraads netwerk van Patti Shannon
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI).
40
| Private Company | Investment Managers | 40 |
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.
13
| Subsidiary | Investment Managers | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patti Shannon via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Simon Fraser University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Cape Town | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Grinnell College | College/University | Undergraduate Degree | |
| Illinois Institute of Technology | College/University | Graduate Degree | |
| Indira Gandhi National Open University | College/University | Undergraduate Degree | |
CQS (UK) LLP
 CQS (UK) LLP Investment ManagersFinance CQS (UK) LLP (CQS) is a Great Britain-based alternative investment management firm headquartered in London. In 2024, the firm was acquired by Manulife Investment Management Ltd., a subsidiary of Manulife Financial Corp., in Canada from CQS Cayman LP. The firm was founded by Michael Hintze in 1999 as a global multi-strategy asset management firm. CQS offers a range of strategies and bespoke solutions in multi-strategy, convertibles, asset-backed securities, credit, loans, and equities. | Investment Managers | Portfolio Manager-Fixed Income | |
| University of New Brunswick | College/University | Masters Business Admin | |
Iowa One Call
 Iowa One Call Engineering & ConstructionIndustrial Services Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Engineering & Construction | Director/Board Member | |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Investment Managers | Corporate Officer/Principal | |
| THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal | |
| The Open University of Israel | College/University | Undergraduate Degree | |
| Dalhousie University | College/University | Undergraduate Degree | |
TD Securities Ltd.
 TD Securities Ltd. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Securities Ltd. is a brokerage firm. The company is based in London, UK. The British company was founded in 1855. John James Moore has been the CEO of the company since 2009. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brevan Howard Asset Management LLP
 Brevan Howard Asset Management LLP Investment ManagersFinance Brevan Howard Asset Management LLP (Brevan Howard) is an alternative investment firm headquartered in London, UK. The firm was founded in 2002 and is a subsidiary of BH Partnership Holdings Ltd., ultimately held by Brevan Howard (Jersey) LP. Brevan Howard manages assets for institutional investors around the world including sovereign wealth funds, corporate and public pension plans, foundations and endowments. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin | |
| The University of Sydney | College/University | Undergraduate Degree | |
The University of Liverpool
 The University of Liverpool Other Consumer ServicesConsumer Services The University of Liverpool operates as a university. It offers post graduate research, foundation courses, continuing and professional development, online study, and doctoral college. The company was founded in 1881 and is headquartered in Liverpool, the United Kingdom. | College/University | Undergraduate Degree | |
| King's College London | College/University | Graduate Degree | |
Stanhope Capital LLP
 Stanhope Capital LLP Investment ManagersFinance Stanhope Capital LLP is an investment management firm headquartered in London, UK. It was founded in 2004 and is a direct subsidiary of Stanhope Capital Management Ltd., ultimately owned by Stanhope Capital (Cayman) Ltd. in Cayman Islands. The firm provides asset management and advisory services to private clients, corporations and non-profit organizations around the world with respect to wealth management, consulting, alternative investments and merchant banking. Stanhope Capital is a signatory of the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
| The Schulich School of Business | College/University | Masters Business Admin | |
| McGill University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Doctorate Degree | |
| Adelphi University | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
| McMaster University | College/University | Masters Business Admin | |
| University of Illinois | College/University | Masters Business Admin | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| University of Derby | College/University | Masters Business Admin | |
Excellence Nessuah Brokerage Services Ltd.
 Excellence Nessuah Brokerage Services Ltd. Investment Banks/BrokersFinance Excellence Nessuah Brokerage Services Ltd. provides brokerage services. The private company is based in Ramat Gan, Israel. The CEO of the Israeli company is Eran Fuchs. | Investment Banks/Brokers | Corporate Officer/Principal | |
BC Investment Management Corp.
 BC Investment Management Corp. Investment ManagersFinance BC Investment Management Corp. (BCI) is an independent, Canadian investment advisor headquartered in Victoria, British Columbia. The firm was founded in 1999 and is also known as British Columbia Investment Management Corp. BCI provides investment management services to British Columbia's public sector clients, which includes public sector pension plans, insurance funds, and various special purpose funds. | Investment Managers | Corporate Officer/Principal | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
| University of California, Berkeley | College/University | Graduate Degree | |
PricewaterhouseCoopers LLP (Canada)
 PricewaterhouseCoopers LLP (Canada) Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLP provides accounting services. The firm provides industry focused assurance, advisory and tax services for public, private and government clients in four areas such as corporate accountability, risk management, structuring and mergers and acquisitions and performance and process improvement. Its services include consulting, deals, risk assurance services and insolvency assignments. The company was founded on July 1, 1998 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Deans Knight Capital Management Ltd.
 Deans Knight Capital Management Ltd. Investment ManagersFinance Deans Knight Capital Management Ltd. (Deans Knight) is an independent asset management firm headquartered in Vancouver, Canada. The firm was co-founded by Wayne E. Deans and Doug W. Knight in 1992. Deans Knight serves as an investment adviser or sub-adviser to Canadian institutions, foundations, and families. They offer three flagship strategies across fixed income and equities: Income, Equity Growth and Resource. | Investment Managers | Analyst-Equity | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Portfolio Manager-Equities | |
Burgundy Asset Management Ltd.
 Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity |
Statistieken
Internationaal
| Canada | 24 |
| Verenigde Staten | 13 |
| Verenigd Koninkrijk | 9 |
| Israël | 3 |
| Zuid-Afrika | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 23 |
| Commercial Services | 3 |
| Industrial Services | 2 |
| Technology Services | 2 |
Operationeel
| Undergraduate Degree | 47 |
| Portfolio Manager-Equities | 39 |
| Corporate Officer/Principal | 33 |
| Analyst-Equity | 21 |
| Portfolio Manager-Fixed Income | 11 |
Sterkste connecties
| Insiders | |
|---|---|
| Paul Ma | 7 |
| David Schaffner | 6 |
| Minh Ton Ha | 6 |
| Ray Lai | 6 |
| David Sherlock | 6 |
| Jim Gilliland | 5 |
| Marcela McBurney | 4 |
| Riccardo Palombi | 4 |
| Samuel Tung | 4 |
| Dhruv Mallick | 4 |
| Satyendra Singh | 4 |
| Mark A. Taylor | 4 |
| Edward Moshe Friedman | 4 |
| Nick Szucs | 4 |
| Eric Lam | 4 |
- Beurs
- Insiders
- Patti Shannon
- Bedrijfsconnecties
