Steve Martin
Compliance Officer bij Milestone Investment Counsel, Inc.
Profiel
Mr. Stephen J.
Martin, CFA, is a Partner at Milestone Investment Counsel, Inc. He has over 25 years experience in the investment management industry.
In that capacity he managed a team responsible for some of the company’s largest and most sophisticated client relationships.
In addition to managing client portfolios, he also acts as Milestone’s Chief Compliance Officer.
Prior to joining Milestone in 2001, he was a Senior Portfolio Manager and Director at CT Private Investment Counsel.
He received his undergraduate degree from York University.
Actieve functies van Steve Martin
| Bedrijven | Functie | Begin |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Compliance Officer | 01-05-2001 |
Eerdere bekende functies van Steve Martin
| Bedrijven | Functie | Einde |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Steve Martin
| York University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
