Profiel
Ms. Francis joined Barometer Capital Management on June 2009.
Prior to that, she was a Portfolio Manager at Cumberland with several years of experience in the investment management and investment banking businesses.
Prior to joining Cumberland in early 2005, she spent extensive years at CIBC both in private wealth management and investment banking.
She has worked with many mid-market businesses and clients on business succession planning, including the transition of a business, liquidity events and exit strategies, and the implementation of wealth management solutions.
During her time in Investment Banking at CIBC World Markets, Ms. Francis was involved in over 15 initial public offerings, numerous debt and equity financings and a number of merger and acquisition deals.
Earlier in her business career, she worked in the audit and real estate group of Coopers & Lybrand, while completing her Chartered Accountant designation.
She received her M.B.A.
from University of Toronto-Rotman School of Management.
She is a Chartered Accountant and holds the Canadian Investment Manager (CIM) designation.
She is also a registered portfolio manager.
Eerdere bekende functies van Loren Francis
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 30-04-2009 |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Analyst-Equity | - |
Barometer Capital Management, Inc.
 Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Loren Francis
| University of Toronto | 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 | 4 |
|---|---|
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 |
Barometer Capital Management, Inc.
Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
