Susanne Maria Alexandor
Portefeuillebeheerder-Aandelen bij Cumberland Private Wealth Management, Inc.
Profiel
Ms. Susanne M.
Alexandor is a Portfolio Manager at Cumberland Private Wealth Management, Inc. Drawing on her 30 years of experience as an investment and wealth management professional, she provides discretionary investment portfolios to both high net worth and institutional investors focused on achieving their financial goals and investment objectives.
Ms. Alexandor’s experience has spanned the full spectrum of global capital markets and asset classes in varying regimes and roles.
She has held positions with leading firms in major financial centers including Deutsche Bank (DWS, Morgan Grenfell/Deutsche Asset Management in New York, London, Luxembourg), UBS Wealth Management, and Citi Private Bank (Toronto).
Prior to joining Cumberland Private Wealth, she spent seven years as a Vice President, and senior investment team member of a macro-focused boutique firm, providing downside risk managed, global tactical asset allocation strategies to the firm’s private and retail clients
She received her undergraduate degree from Rutgers State University of New Jersey.
Actieve functies van Susanne Maria Alexandor
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
Eerdere bekende functies van Susanne Maria Alexandor
| Bedrijven | Functie | Einde |
|---|---|---|
Cougar Global Investments Ltd.
 Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
Citibank Canada
 Citibank Canada Major BanksFinance Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
UBS Wealth Management (UK) Ltd.
 UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS Wealth Management (UK) Ltd. is a wholly-owned subsidiary of UBS AG. The group established their UK wealth management presence in London in 1999 and in 2004 acquired Laing & Cruickshank Investment Management. They provide wealth management for their private high net-worth clients primarily based in the UK. They provide discretionary portfolio management as well as advisory services. They manage several UK-domiciled funds. | Corporate Officer/Principal | - |
| Morgan Grenfell Asset Management Ltd. | Corporate Officer/Principal | - |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Corporate Officer/Principal | - |
Opleiding van Susanne Maria Alexandor
| Rutgers State University of New Jersey | 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 | 6 |
|---|---|
Cougar Global Investments Ltd.
Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
| Morgan Grenfell Asset Management Ltd. | |
UBS Wealth Management (UK) Ltd.
UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS Wealth Management (UK) Ltd. is a wholly-owned subsidiary of UBS AG. The group established their UK wealth management presence in London in 1999 and in 2004 acquired Laing & Cruickshank Investment Management. They provide wealth management for their private high net-worth clients primarily based in the UK. They provide discretionary portfolio management as well as advisory services. They manage several UK-domiciled funds. | Finance |
Citibank Canada
Citibank Canada Major BanksFinance Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada. | Finance |
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 |
