Malcolm John Jones
Portfolio Manager-Fixed Income bij CWB Wealth Management Ltd.
Profiel
Mr. Malcolm J.
Jones, CFA MBA, is a Senior Portfolio Manager, Fixed Income at CWB Wealth Management Ltd.
He has over 25 years of experience in wealth management.
He has worked with CWB Wealth and its affiliated brands since 2005.
Mr. Jones was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd.
and a Principal by TELUS Corp.
He received his undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Actieve functies van Malcolm John Jones
| Bedrijven | Functie | Begin |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Portfolio Manager-Fixed Income | 01-03-2017 |
Eerdere bekende functies van Malcolm John Jones
| Bedrijven | Functie | Einde |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Portfolio Manager-Fixed Income | 01-03-2017 |
| TELUS CORPORATION | Corporate Officer/Principal | 31-12-2004 |
Opleiding van Malcolm John Jones
| University of Alberta | Undergraduate Degree |
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
| Beursgenoteerde bedrijven | 1 |
|---|---|
| TELUS CORPORATION | Communications |
| Bedrijven in privébezit | 2 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
