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Profil
Mr. Dax G.
Letham, CFA MBA, is a Chief Investment Officer & President at J.
Zechner Associates, Inc. His responsibilities include trading equity, bond and money market securities, as well as providing investment strategies and recommendations to the Portfolio Managers and their teams.
He currently sits on the Equity, Fixed Income and Hedged-Fund Investment Teams, as well as the Asset Allocation Committee.
Prior to working at J.
Zechner Associates in May 2003, Mr. Letham was an Investment Analyst at SEI Investments where he helped manage over one billion in Fixed Income assets.
He also worked as an Accountant at RBC Dominion Securities in the Treasury Department.
He received his Bachelor of Commerce degree from Dalhousie University and holds a Masters in Business Administration (MBA) from the Ivey School of Business at the University of Western Ontario.
He is also a Certified Managerial Accountant.
Postes actifs de Dax Graham Letham
| Sociétés | Poste | Début |
|---|---|---|
J. Zechner Associates, Inc.
 J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns. | President | - |
Anciens postes connus de Dax Graham Letham
| Sociétés | Poste | Fin |
|---|---|---|
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Corporate Officer/Principal | - |
Formation de Dax Graham Letham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
J. Zechner Associates, Inc.
J. Zechner Associates, Inc. Investment ManagersFinance JZA is an active manager which aims to generate excellent returns for their clients over the years using a balanced investment strategy, in both up and down markets. The firm focuses on solid companies with realistic opportunities for significant growth and primarily buys larger capitalization securities. The firm utilizes top-down macroeconomic analysis, which spans government fiscal and monetary policies, foreign exchange, capital flows, investor psychology and projected asset class returns. | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dalhousie University
 Dalhousie University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
