Alexandra Karen von Schroeter
Portefeuillebeheerder-Aandelen bij Cumberland Private Wealth Management, Inc.
Profiel
Ms. Alexandra K.
von Schroeter, CFA MBA, is a Head of Strategic Business & Portfolio Manager at Cumberland Private Wealth Management, Inc. and a Portfolio Manager at Cumberland Investment Counsel, Inc. She is also a co-owner and partner at the firm.
She has more than 30 years track record in the investment management and banking industries.
As a Portfolio Manager, she works closely with selected executives, entrepreneurs, their families and corporations/ foundations managing their investments and offering advice and solutions that draw upon her long experience in investing and the global capital markets.
Prior to Cumberland Private Wealth, Ms. von Schroeter spent 12 years at CIBC World Markets and Wood Gundy Inc. in Investment Banking, Mergers & Acquisitions and in the Capital Markets areas in Toronto, London UK and New York, and in commercial banking at Bank of Montreal.
She received her Bachelor of Commerce degree from Queen's University and an MBA from INSEAD.
Actieve functies van Alexandra Karen von Schroeter
| 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 | 01-02-1999 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Portefeuillebeheerder-Aandelen | 01-01-1999 |
Eerdere bekende functies van Alexandra Karen von Schroeter
| Bedrijven | Functie | Einde |
|---|---|---|
| CIBC Wood Gundy Securities Corp. | Corporate Officer/Principal | 31-12-1998 |
Opleiding van Alexandra Karen von Schroeter
| Queen's University | Undergraduate Degree |
| INSEAD | Masters Business Admin |
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 | 3 |
|---|---|
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 |
| CIBC Wood Gundy Securities Corp. | Finance |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |