![Raj Bansal](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
Mr. Bansal is a Chartered Financial Analyst, a Certified Financial Planner and named a Fellow of the Canadian Securities Institute.
Prior to joining Cumberland, Mr. Bansal managed private client portfolios for Scotia Cassels Investment Counsel.
Anciens postes connus de Raj Bansal
| Sociétés | Poste | Fin |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
Formation de Raj Bansal
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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1
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
Lake Superior State University
 Lake Superior State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
