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Chris Blumas
Gestionnaire de Portefeuille-Actions chez
Raymond James Investment Counsel Ltd.
Profil
Mr. Chris Blumas, CFA MBA, is a Portfolio Manager at Raymond James Investment Counsel Ltd.
He spent six years as a portfolio manager at two boutique wealth management firms.
Before that, Mr. Blumas spent almost five years as an analyst and portfolio manager responsible for researching and selecting Canadian companies for the Ivy Team at Mackenzie Investments.
He holds a Bachelor of Commerce degree from the University of Windsor and a Master of Business Administration from the University of Toronto.
He is a CFA charterholder.
Postes actifs de Chris Blumas
| Sociétés | Poste | Début |
|---|---|---|
Raymond James Investment Counsel Ltd.
 Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | Gestionnaire de Portefeuille-Actions | 01/03/2021 |
Anciens postes connus de Chris Blumas
| Sociétés | Poste | Fin |
|---|---|---|
GlobeInvest Capital Management, Inc.
 GlobeInvest Capital Management, Inc. Investment ManagersFinance GlobeInvest follows a strict active management process and seeks to identify investment themes with a long-term investment horizon. The firm employs a global database to screen equity securities in these areas. They have investments across all asset classes, encompassing income-producing securities and high-quality, growth-oriented stocks. | Consultant / Advisor | 01/01/2018 |
JCIC Asset management, Inc.
 JCIC Asset management, Inc. Investment ManagersFinance JCIC is an active, long-term manager that seeks to invest in great companies with strong management and sound financial profiles. The firm combines a top-down view of both the economy and the macro environment with a bottom-up methodology for asset and stock selection. Preservation of capital is a central element of their investment strategies, so their portfolios are also diversified by design, protecting clients from undue risk of concentration in any asset class, region, or company. | Gestionnaire de Portefeuille-Actions | 01/07/2017 |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Corporate Officer/Principal | 30/09/2009 |
Berkshire Securities, Inc.
 Berkshire Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Gestionnaire de Portefeuille-Actions | - |
Formation de Chris Blumas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
JCIC Asset management, Inc.
JCIC Asset management, Inc. Investment ManagersFinance JCIC is an active, long-term manager that seeks to invest in great companies with strong management and sound financial profiles. The firm combines a top-down view of both the economy and the macro environment with a bottom-up methodology for asset and stock selection. Preservation of capital is a central element of their investment strategies, so their portfolios are also diversified by design, protecting clients from undue risk of concentration in any asset class, region, or company. | Finance |
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Windsor
 University of Windsor Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GlobeInvest Capital Management, Inc.
GlobeInvest Capital Management, Inc. Investment ManagersFinance GlobeInvest follows a strict active management process and seeks to identify investment themes with a long-term investment horizon. The firm employs a global database to screen equity securities in these areas. They have investments across all asset classes, encompassing income-producing securities and high-quality, growth-oriented stocks. | Finance |
Berkshire Securities, Inc.
Berkshire Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
