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Keyword: Portfolio managers

63 results found

Ram Ramaswamy has spent the past 16 years with Goldman Sachs Asset Management LP in the alternative investments and manager selection group

  • By: IE Staff
  • November 9, 2017 August 1, 2018
  • 12:45

New fund, which invests in bitcoin and ethereum, is accessible to accredited Canadian investors

  • By: IE Staff
  • October 23, 2017 October 23, 2017
  • 11:00

The industry veteran will oversee financial planning at the portfolio management firm

  • By: IE Staff
  • October 16, 2017 August 1, 2018
  • 15:45

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

Jeannine LiChong will be leaving the company at the end of the year

  • By: IE Staff
  • October 11, 2017 October 11, 2017
  • 10:50

Abe Sheikh brings expertise in statistical analysis and quantitative modeling

  • By: IE Staff
  • October 4, 2017 August 1, 2018
  • 10:00

To help uncover a solid performer, follow these selection criteria

Echelon Wealth Partners names Joe Oliver as chairman

Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management

Bridgehouse introduces Morningstar Managed Investments Program

The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs

FSCO reports decrease in insurance advisors’ compliance rates

The results of the review of 65 small firms also provides additional guidance for these firms to meet their obligations