Profiel
Mr. William K.
Kovalchuk, CFA MBA, is a President & Senior Portfolio Manager at Claret Asset Management Corp.
He began his professional career in 1986.
He co-founded the firm in 1996 and has been President and Portfolio Manager ever since.
Mr. Kovalchuk was President of the Montreal Society of Financial Analysts in 1996-97 and was the President’s Council Representative for Canada from 2000-2004 for the CFA Institute.
He holds a Bachelor’s degree in Commerce from Concordia University and an MBA from McGill University.
He is a Chartered Financial Analyst since 1991.
Actieve functies van Bill Kovalchuk
| Bedrijven | Functie | Begin |
|---|---|---|
Claret Asset Management Corp.
Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification. | Oprichter | 01-01-1996 |
Eerdere bekende functies van Bill Kovalchuk
| Bedrijven | Functie | Einde |
|---|---|---|
Dynetek Industries Ltd.
Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles | Directeur/Bestuurslid | 27-08-2007 |
Montreal Society of Financial Analysts | President | 01-01-1997 |
Opleiding van Bill Kovalchuk
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 | 5 |
|---|---|
Dynetek Industries Ltd.
Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles | Producer Manufacturing |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Concordia University
Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montreal Society of Financial Analysts | |
Claret Asset Management Corp.
Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification. | Finance |
















