Matteo Verrilli
Portfolio Manager-Equities bij Richardson Wealth (USA) Ltd. (Investment Management)
Profiel
Matteo Verrilli is currently a Portfolio Manager at Richardson Wealth (USA) Ltd.
He previously worked as a Senior Vice President of Sales at Morningstar Research, Inc. (Canada) from 2009 to 2010, and at Computerized Portfolio Management Services, Inc. from 1991 to 2009.
From 2010 to 2020, he worked as a Vice President & Senior Portfolio Manager at Stylus Asset Management, Inc. and from 2020 to 2022, he worked as a Senior Portfolio Manager at First Avenue Investment Counsel, Inc. Verrilli received an undergraduate degree from Toronto Metropolitan University in 1989 and an MBA from the University of Windsor in 1991.
Actieve functies van Matteo Verrilli
Bedrijven | Functie | Begin |
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Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Portfolio Manager-Equities | 01-05-2022 |
Eerdere bekende functies van Matteo Verrilli
Bedrijven | Functie | Einde |
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First Avenue Investment Counsel, Inc.
First Avenue Investment Counsel, Inc. Investment ManagersFinance First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009. | Portfolio Manager-Equities | 01-04-2022 |
Stylus Asset Management, Inc.
Stylus Asset Management, Inc. Investment ManagersFinance Stylus Asset Management, Inc. operates as pooled investment firm. Its funds include momentum fund, growth fund, value with income fund, wealth protection fund and U.S. blended equity fund. The company was founded by Richard J. Przybylski and is headquartered in Ronchi dei Oakville, Canada. | Portfolio Manager-Equities | 31-12-2020 |
Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto. | Corporate Officer/Principal | 01-08-2010 |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Corporate Officer/Principal | 01-04-2009 |
Opleiding van Matteo Verrilli
Toronto Metropolitan University of | Undergraduate Degree |
University of Windsor | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto. | Finance |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Technology Services |
Stylus Asset Management, Inc.
Stylus Asset Management, Inc. Investment ManagersFinance Stylus Asset Management, Inc. operates as pooled investment firm. Its funds include momentum fund, growth fund, value with income fund, wealth protection fund and U.S. blended equity fund. The company was founded by Richard J. Przybylski and is headquartered in Ronchi dei Oakville, Canada. | Finance |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Finance |
First Avenue Investment Counsel, Inc.
First Avenue Investment Counsel, Inc. Investment ManagersFinance First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009. | Finance |