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Curtis Gillis
Directeur de la Recherche - Actions chez
CI Investments, Inc.
Profil
Mr. Owen C.
Gillis, CFA MBA, is a Vice President, Portfolio Manager & Research Lead at CI Investments, Inc. He joined the investment industry in 1997 and is part of CI Global Asset Management’s Sector Equity team.
He is also the research sector lead for energy & utilities.
Prior to joining CI, Mr. Gillis worked as an Associate Portfolio Manager of resource portfolios for another Canadian investment company.
This follows stints in research with two asset management firms and experience as a Sell-side Oilfield Services Analyst at two brokerage firms.
He also has direct industry experience, working in the natural gas trading group of a U.S.
oil and gas company.
He holds a Bachelor of Business Administration (Honours) from Saint Francis Xavier University and a Master of Business Administration from Dalhousie University.
He also holds the Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA) designations.
Postes actifs de Curtis Gillis
| Sociétés | Poste | Début |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Directeur de la Recherche - Actions | 01/08/2016 |
Anciens postes connus de Curtis Gillis
| Sociétés | Poste | Fin |
|---|---|---|
Canaccord Adams
 Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2005 |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Analyst-Equity | - |
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2003 |
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products. | Analyst-Equity | 01/01/2003 |
Formation de Curtis Gillis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Canaccord Adams
Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products. | Finance |
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dalhousie University
 Dalhousie University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Francis Xavier University
 St. Francis Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
