Stephen Martin Caldwell
Analyst-Equity bij Cidel Asset Management, Inc.
Profiel
Mr. Stephen M.
Caldwell is a Vice President & Portfolio Manager at Cidel Asset Management, Inc. He joined AMI Partners, now part of Cidel, in 2010 with 17 years of cumulative experience in investment analysis, portfolio management, client service and sales.
He has nine prior years of experience with two major Canadian financial organizations, before which he worked for a major U.K.-based international money manager.
He is a graduate of Manchester University in Accounting and Law, is a Fellow of the Institute of Chartered Accountants in England & Wales and holds the CFA designation.
Actieve functies van Stephen Martin Caldwell
| Bedrijven | Functie | Begin |
|---|---|---|
Cidel Asset Management, Inc.
 Cidel Asset Management, Inc. Investment ManagersFinance Cidel Asset Management, Inc. (Cidel AM) is the asset management subsidiary of Cidel Bank Canada. The firm was founded by Peter D. Sacks and Robert H. Gibson in 2013 and formerly known as Toron AMI International Asset Management. Headquartered in Toronto, they offer investment services and solutions to private clients. Cidel AM is a signatory of the United Nations-supported Principles for Responsible Investment (PRI). | Analyst-Equity | 01-06-2013 |
Eerdere bekende functies van Stephen Martin Caldwell
| Bedrijven | Functie | Einde |
|---|---|---|
AMI Partners, Inc.
 AMI Partners, Inc. Investment ManagersFinance Founded in 1959, AMI Partners, Inc. is an investment advisor located in Toronto, Ontario with additional offices in Vancouver and Montreal. The firm manages assets for assets for pension funds, endowments, foundations, government agencies, mutual funds, insurance companies, charitable funds and high net-worth individuals and families. | Analyst-Equity | 01-06-2013 |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Analyst-Equity | 31-12-2009 |
| CM Investment Management, Inc. | Portfolio Manager-Equities | 31-12-2001 |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Portfolio Manager-Equities | 31-12-2000 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-1993 |
Opleiding van Stephen Martin Caldwell
| The University of Manchester | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Besturend
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Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Finance |
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Finance |
| CM Investment Management, Inc. | Finance |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
AMI Partners, Inc.
AMI Partners, Inc. Investment ManagersFinance Founded in 1959, AMI Partners, Inc. is an investment advisor located in Toronto, Ontario with additional offices in Vancouver and Montreal. The firm manages assets for assets for pension funds, endowments, foundations, government agencies, mutual funds, insurance companies, charitable funds and high net-worth individuals and families. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Cidel Asset Management, Inc.
Cidel Asset Management, Inc. Investment ManagersFinance Cidel Asset Management, Inc. (Cidel AM) is the asset management subsidiary of Cidel Bank Canada. The firm was founded by Peter D. Sacks and Robert H. Gibson in 2013 and formerly known as Toron AMI International Asset Management. Headquartered in Toronto, they offer investment services and solutions to private clients. Cidel AM is a signatory of the United Nations-supported Principles for Responsible Investment (PRI). | Finance |
