Cathy Urquhart
Portfolio Manager-Aktien bei Cypress Capital Management Ltd. (Canada)
Profil
Ms. Catherine E.
Urquhart, CFA, is a Portfolio Manager at Cypress Capital Management Ltd.
Ms. Urquhart and worked for local and national investment firms in a variety of roles, including opening a financial planning branch for a local credit union.
She joined BMO Nesbitt Burns in 1998 as an Investment Advisor to high net worth private clients as well as working in a managerial role.
She received her undergraduate degree in Business Administration from Simon Fraser University in 1990 her Chartered Financial Analyst designation in 2003.
Aktive Positionen von Cathy Urquhart
| Unternehmen | Position | Beginn |
|---|---|---|
Cypress Capital Management Ltd. (Canada)
 Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Portfolio Manager-Aktien | 01.01.2005 |
Ausbildung von Cathy Urquhart
| Simon Fraser University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Finance |
