![Jerome Li](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jerome Li worked as a Portfolio Risk Supervisor at Raymond James Ltd. from 2001 to 2018.
He also worked as a Portfolio Manager & Senior Analyst at Capstone Asset Management Inc from 2020 to 2022.
Anciens postes connus de Jerome Li
| Sociétés | Poste | Fin |
|---|---|---|
Capstone Asset Management Inc
 Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Analyst-Equity | 01/08/2022 |
Raymond James Ltd.
 Raymond James Ltd. Investment ManagersFinance Operates as a subsidiary company that provide asset management, financial planning and investment advisory services | Corporate Officer/Principal | 01/12/2018 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Operates as a subsidiary company that provide asset management, financial planning and investment advisory services | Finance |
Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Finance |
