Profiel
Mr. Marconi began his investment career with a national Investment Dealer, and later spent several years in the trust industry.
While serving 14 years as Vice President of Canada’s first “fee only” Investment Counselling firm, he earned his CFA in 1969.
He then went on to establish the Investment Management Department as Vice President and Director of one of Canada’s oldest exchange members.
Mr. Marconi also served for a number of years as a director of the Toronto Society of Financial Analysts.
In 1995, Mr. Marconi joined Priority Capital Management Inc., which became affiliated with Rae & Lipskie Investment Counsel Inc. in May 2004.
Eerdere bekende functies van Fred V. Marconi
| Bedrijven | Functie | Einde |
|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance The RaeLipskie Partnership seeks to develop and manage portfolios of equities and fixed income securities for asset growth and income, based on their clients’ objectives and risk tolerances. The firm employs a conservative, disciplined long-term management approach driven by client goals. They build portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook. The RaeLipskie Partnership has bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends. | Portefeuillebeheerder-Aandelen | 31-03-2009 |
Priority Capital Management, Inc.
Priority Capital Management, Inc. Investment ManagersFinance Priority Capital Management's managers are generalists | Portefeuillebeheerder-Aandelen | 31-03-2008 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance The RaeLipskie Partnership seeks to develop and manage portfolios of equities and fixed income securities for asset growth and income, based on their clients’ objectives and risk tolerances. The firm employs a conservative, disciplined long-term management approach driven by client goals. They build portfolios of high-quality, generally larger companies, guided by a big picture, top-down macro-economic outlook. The RaeLipskie Partnership has bias for quality companies that consistently demonstrate the ability to grow their earnings and/or dividends. | Finance |
Priority Capital Management, Inc.
Priority Capital Management, Inc. Investment ManagersFinance Priority Capital Management's managers are generalists | Finance |
















