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Jose Gregorio Canas
Plus aucun poste en cours
Profil
Jose Gregorio Canas formerly worked at Biscayne Advisors, Inc., as Senior Portfolio Manager, EFG Capital Advisors, Inc., as Portfolio Manager, IDEAGlobal Ltd., as Principal, and EFG Private Wealth Management (Americas) Corp., as Senior Portfolio Manager from 2020 to 2025.
Mr. Canas received his Masters Business Admin degree from Rochester Christian University and undergraduate degree from Pontificia Universidad Católica Madre y Maestra.
Anciens postes connus de Jose Gregorio Canas
| Sociétés | Poste | Fin |
|---|---|---|
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Gestionnaire de Portefeuille-Actions | 31/12/2025 |
EFG Capital Advisors, Inc.
 EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Gestionnaire de Portefeuille-Actions | - |
Biscayne Advisors, Inc.
 Biscayne Advisors, Inc. Investment ManagersFinance Biscayne Advisors is a GARP-oriented investment manager focused on large- and mid-cap equity as well as short-term quality fixed income. The firm utilizes a blend of quantitative modeling and fundamental research, and holds stock selection as the primary source of added value. They rely extensively on computer models for buy/sell decisions. | Gestionnaire de Portefeuille-Actions | - |
IDEAGlobal Ltd.
 IDEAGlobal Ltd. Internet Software/ServicesTechnology Services Provides on-line equity research services | Corporate Officer/Principal | - |
Formation de Jose Gregorio Canas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Biscayne Advisors, Inc.
Biscayne Advisors, Inc. Investment ManagersFinance Biscayne Advisors is a GARP-oriented investment manager focused on large- and mid-cap equity as well as short-term quality fixed income. The firm utilizes a blend of quantitative modeling and fundamental research, and holds stock selection as the primary source of added value. They rely extensively on computer models for buy/sell decisions. | Finance |
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Finance |
IDEAGlobal Ltd.
IDEAGlobal Ltd. Internet Software/ServicesTechnology Services Provides on-line equity research services | Technology Services |
Pontificia Universidad Católica Madre y Maestra
 Pontificia Universidad Católica Madre y Maestra Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Finance |
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