Riccardo Palombi
Directeur van Onderzoek - Eigen Vermogen bij CWB Wealth Partners Ltd.
Oorsprong van het eerstegraads netwerk van Riccardo Palombi
Entiteit | Type entiteit | Industrie | |
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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.
27
| Subsidiary | Investment Managers | 27 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Riccardo Palombi via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Portfolio Manager-Equities | |
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Analyst-Equity | |
Royal Trust Corp. of Canada
Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Portfolio Manager-Equities | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
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 | |
Acumen Capital Finance Partners Ltd.
Acumen Capital Finance Partners Ltd. Investment Banks/BrokersFinance Founded in 1995, Acumen Capital Finance Partners Ltd. is an independent boutique investment dealer headquartered in Calgary. The firm is a Participating Organization of the Toronto Stock Exchange (TSX), a Member Firm of the TSX Venture Exchange, a Member Firm of the Investment Industry Regulatory Organization of Canada (IIROC) and a Member in the Canadian Investor Protection Fund. Acumen's research efforts focus on small-cap companies Canadian and US companies. | Investment Banks/Brokers | Analyst-Equity | |
MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
Rotman School of Management | College/University | Masters Business Admin | |
COMMONWEALTH BANK OF AUSTRALIA | Major Banks | Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
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). | Investment Managers | Portfolio Manager-Equities | |
University of Derby | College/University | Masters Business Admin | |
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Corporate Officer/Principal | |
Moss Lawson Holdings Ltd
Moss Lawson Holdings Ltd Investment Trusts/Mutual FundsMiscellaneous Part of HSBC Holdings Plc, Moss Lawson Holdings Ltd is a Canadian company that provides investment management services. The company is located in Canada. Moss Lawson Holdings was acquired by HSBC Holdings Plc on July 06, 1998. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Concordia University | College/University | Masters Business Admin Masters Business Admin | |
University of Alberta | College/University | Undergraduate Degree | |
University of Ottawa | College/University | Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of New Brunswick | College/University | Masters Business Admin Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Mount Royal University | College/University | Undergraduate Degree | |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Bishop's University | College/University | Undergraduate Degree | |
Indira Gandhi National Open University | College/University | Undergraduate Degree | |
Laurentian Bank Securities, Inc.
Laurentian Bank Securities, Inc. Investment Banks/BrokersFinance Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Trading-Equity | |
JPMorgan Securities Canada, Inc.
JPMorgan Securities Canada, Inc. Investment Banks/BrokersFinance JPMorgan Securities Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a division of JPMorgan Overseas Capital Corp., which is owned by JPMorgan Chase & Co., Inc. (NYSE: JPM) in the US. Founded in 19849, JPMorgan Securities Canada offers institutional clients a market research, proprietary pricing data and analytics, and trade execution across multiple asset classes, including credit, equities and FX. | Investment Banks/Brokers | Trading-Fixed Income | |
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 | |
Pengrowth Management Ltd. | Sales & Marketing | ||
The Asia-Pacific International Institute | College/University | Undergraduate Degree | |
Mercantile Bank of Canada
Mercantile Bank of Canada Regional BanksFinance Part of National Bank of Canada, Mercantile Bank of Canada is a commercial bank that provides commercial banking services. The company is based in Montréal, Canada. | Regional Banks | Corporate Officer/Principal | |
ATB Investment Management, Inc.
ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Investment Managers | Analyst-Equity | |
Prudential Bache Securities Canada, Inc. | Corporate Officer/Principal | ||
University of Western | College/University | Undergraduate Degree | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Head-Equity Investments | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Open To Grow
Open To Grow Services to the Health IndustryHealth Services Open To Grow provides microcredit to low-income people. The company was founded by Bob Brown and is headquartered in Calgary, Canada. | Services to the Health Industry | Director of Finance/CFO | |
iA Global Asset Management, Inc.
iA Global Asset Management, Inc. Investment ManagersFinance Part of iA Financial Corp., Inc., iA Global Asset Management, Inc. is a Canadian company that provides investment advice. The company is based in Quebec, Canada. | Investment Managers | Portfolio Manager-Equities |
Statistieken
Internationaal
Canada | 35 |
Verenigde Staten | 9 |
India | 3 |
Zwitserland | 2 |
Australië | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 18 |
Miscellaneous | 2 |
Technology Services | 2 |
Industrial Services | 2 |
Operationeel
Corporate Officer/Principal | 21 |
Undergraduate Degree | 21 |
Portfolio Manager-Equities | 21 |
Analyst-Equity | 18 |
Masters Business Admin | 9 |
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