Profil
Gerry Reagan worked as a Senior Investment Advisor at Foster & Associates Financial Services, Inc. from 2020 to 2021, at All Group Financial Services, Inc. from 2014 to 2016, and as Vice President & Investment Advisor at Hampton Securities Ltd.
(Investment Management) from 2016 to 2020.
He received his undergraduate degree from Queen's University in 1979.
Anciens postes connus de Gerry Reagan
| Sociétés | Poste | Fin |
|---|---|---|
Foster & Associates Financial Services, Inc.
 Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families. | Gestionnaire de Portefeuille-Actions | 01/03/2021 |
Hampton Securities Ltd. (Investment Management)
 Hampton Securities Ltd. (Investment Management) Investment ManagersFinance Hampton Securities Ltd. (Investment Management) is the wholly-owned wealth management subsidiary of Hampton Financial Corp. (CVE: HFC) in Canada. The firm was founded by Peter Deeb in 1996. Headquartered in Toronto, Hampton Securities provides wealth management and capital markets services to private and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/04/2020 |
All Group Financial Services, Inc.
 All Group Financial Services, Inc. Investment Banks/BrokersFinance Founded in 2006, All Group Financial Services, Inc. is an independent investment dealer located in Toronto, Ontario. The firm focuses on serving both retail and institutional clients. Since 2008, All Group has been a member of the Investment Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Funds (CIPF). As a Type 2 Introducing Broker, the firm performs trade execution, clearing and custody through their carrying broker, Fidelity Clearing Canada ULC, which is part of National Financial, the US-based clearing arm of Fidelity Investments. The technology offered by Fidelity allows All Group to seamlessly integrate their back office functionalities with Fidelity so that All Group can focus on increasing profitability and continuing to grow the business with confidence in their back office systems. The firm engages primarily in sales and trading and investment banking activities. All Group's equity sales and trading team consists of 15 investment advisors. They earn equity sales and trading revenues primarily from buying and selling securities as an agent on behalf of retail and institutional clients. Common types of securities traded include equities, debt instruments, options, mutual funds and other fixed-income products. Clients of the firm's sales and trading business include both retail and institutional investors. | Corporate Officer/Principal | 01/11/2016 |
Formation de Gerry Reagan
| Queen's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Foster & Associates Financial Services, Inc.
Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families. | Finance |
All Group Financial Services, Inc.
All Group Financial Services, Inc. Investment Banks/BrokersFinance Founded in 2006, All Group Financial Services, Inc. is an independent investment dealer located in Toronto, Ontario. The firm focuses on serving both retail and institutional clients. Since 2008, All Group has been a member of the Investment Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Funds (CIPF). As a Type 2 Introducing Broker, the firm performs trade execution, clearing and custody through their carrying broker, Fidelity Clearing Canada ULC, which is part of National Financial, the US-based clearing arm of Fidelity Investments. The technology offered by Fidelity allows All Group to seamlessly integrate their back office functionalities with Fidelity so that All Group can focus on increasing profitability and continuing to grow the business with confidence in their back office systems. The firm engages primarily in sales and trading and investment banking activities. All Group's equity sales and trading team consists of 15 investment advisors. They earn equity sales and trading revenues primarily from buying and selling securities as an agent on behalf of retail and institutional clients. Common types of securities traded include equities, debt instruments, options, mutual funds and other fixed-income products. Clients of the firm's sales and trading business include both retail and institutional investors. | Finance |
Hampton Securities Ltd. (Investment Management)
Hampton Securities Ltd. (Investment Management) Investment ManagersFinance Hampton Securities Ltd. (Investment Management) is the wholly-owned wealth management subsidiary of Hampton Financial Corp. (CVE: HFC) in Canada. The firm was founded by Peter Deeb in 1996. Headquartered in Toronto, Hampton Securities provides wealth management and capital markets services to private and institutional clients. | Finance |
