![Steve Martin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Martin
Compliance Officer bij
Milestone Investment Counsel, Inc.
Profiel
Mr. Stephen J.
Martin, CFA, is a Partner at Milestone Investment Counsel, Inc. He has over 25 years experience in the investment management industry.
In that capacity he managed a team responsible for some of the company’s largest and most sophisticated client relationships.
In addition to managing client portfolios, he also acts as Milestone’s Chief Compliance Officer.
Prior to joining Milestone in 2001, he was a Senior Portfolio Manager and Director at CT Private Investment Counsel.
He received his undergraduate degree from York University.
Actieve functies van Steve Martin
| Bedrijven | Functie | Begin |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Compliance Officer | 01-05-2001 |
Eerdere bekende functies van Steve Martin
| Bedrijven | Functie | Einde |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Portefeuillebeheerder-Aandelen | - |
Opleiding van Steve Martin
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
4
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
