Christie Frances Rose
Portfolio Manager-Aktien bei Guardian Capital Advisors LP
Profil
Ms. Christie F.
Rose, CFA, is a Vice President & Portfolio Manager at Guardian Capital Advisors LP.
Ms. Rose joined GCA in 2008 and has responsibility for development, implementation and management of investment portfolios and policies for high net worth individuals, endowments, foundations and not-for profit organizations.
Her career in the financial services industry began in 1994 when she joined one of Canada's largest life insurance companies as a Portfolio Analyst focused on asset/liability modeling and U.S.
fixed income securities.
Prior to joining GCA, Ms. Rose managed private high net worth (HNW) portfolios for the independent advisory channel of a global mutual fund company, as well as serving on their managed account solution, multi-manager committee.
She also previously managed HNW portfolios, including coverage of trust and estate accounts, in the investment counselling area of a large Canadian bank.
Ms. Rose graduated with a BA (Economics) from University of Calgary.
She is a CFA charterholder.
Aktive Positionen von Christie Frances Rose
Unternehmen | Position | Beginn |
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Guardian Capital Advisors LP
Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Portfolio Manager-Aktien | 01.01.2008 |
Ehemalige bekannte Positionen von Christie Frances Rose
Unternehmen | Position | Ende |
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Canadian Bank | Corporate Officer/Principal | - |
Ausbildung von Christie Frances Rose
University of Calgary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen | 2 |
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Guardian Capital Advisors LP
Guardian Capital Advisors LP Investment ManagersFinance Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients. | Finance |
Canadian Bank |