Profil
Rob Davies worked as a Senior Account Manager at CIBC Asset Management, Inc. and as a Senior Account Manager at Roynat Capital, Inc. He was also a Principal at Goodman & Co. LLP, a Portfolio Manager & Analyst at CI Funds, a Portfolio Manager at Horizons Investment Management, Inc., a Portfolio Manager at Webb Capital Management LLP, and a Quantitative & Technical Analyst at PI Financial Corp.
Additionally, he worked as an Analyst at Webb Asset Management Canada, Inc. and Computerized Portfolio Management Services, Inc. Mr. Davies received an undergraduate degree from Wilfrid Laurier University.
Anciens postes connus de Rob Davies
| Sociétés | Poste | Fin |
|---|---|---|
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Analyst-Equity | 01/01/2014 |
Webb Asset Management Canada, Inc.
 Webb Asset Management Canada, Inc. Investment ManagersFinance Founded in 2006 by Derek Webb and Ken McCord, Webb Asset Management, Inc. is an investment advisor firm located in Toronto with an additional office in San Francisco. They manage the Canadian Performance Fund, the Webb Enhanced Growth Fund and the Webb Enhanced Income Fund. | Analyst-Equity | 31/12/2011 |
Horizons Investment Management, Inc.
 Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Webb Capital Management LLP
 Webb Capital Management LLP Investment ManagersFinance San Francisco-based Webb Capital Management LLP is a subsidiary of CI Mutual Funds Ltd. (CIFM), which is wholly owned by CI Fund Management, Inc. (TSE: CIX) The firm manages separate portfolios and number of mutual funds for CIFM, including Clarica, Landmark and SunWise funds. | Analyst-Equity | 23/02/2005 |
| CI Funds | Corporate Officer/Principal | 31/08/2004 |
Formation de Rob Davies
| Wilfrid Laurier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 9 |
|---|---|
Webb Capital Management LLP
Webb Capital Management LLP Investment ManagersFinance San Francisco-based Webb Capital Management LLP is a subsidiary of CI Mutual Funds Ltd. (CIFM), which is wholly owned by CI Fund Management, Inc. (TSE: CIX) The firm manages separate portfolios and number of mutual funds for CIFM, including Clarica, Landmark and SunWise funds. | Finance |
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizons Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm was formerly known as JovInvestment Management, Inc. and as Felcom Management Corp. They are a subsidiary of Horizons ETFs Management (Canada), Inc. (Horizons ETFs) and their ultimate parent is Mirae Asset Global Investments Co., Ltd. The firm provides administrative, investment advisory and portfolio management services to a variety of clients including public mutual funds, closed-end funds, hedge funds, ETFs and principal protected notes. Horizons ETFs, together with its subsidiaries AlphaPro Management Inc. and Horizons Investment Management, Inc., manages the Horizons family of ETFs, the largest ETF family in Canada by number of funds. The Horizons ETFs Group consists of innovative financial services companies offering regional families of ETFs in Canada, the United States, Korea, Hong Kong, Australia and Colombia. Currently, all of the ETFs offered by these companies use the Horizons ETFs' brand with the exception of the BetaShares family of ETFs in Australia and the Mirae Asset Tiger ETFs family in Korea. All of the Horizons ETFs Group companies and affiliates are subsidiaries of Mirae Asset Global Investments Co., Ltd. USA products distributed by Foreside Fund Services LLC. | Finance |
Webb Asset Management Canada, Inc.
Webb Asset Management Canada, Inc. Investment ManagersFinance Founded in 2006 by Derek Webb and Ken McCord, Webb Asset Management, Inc. is an investment advisor firm located in Toronto with an additional office in San Francisco. They manage the Canadian Performance Fund, the Webb Enhanced Growth Fund and the Webb Enhanced Income Fund. | Finance |
Goodman & Co. LLP
 Goodman & Co. LLP Miscellaneous Commercial ServicesCommercial Services Goodman & Co. LLP provides accounting services for individuals, small family-owned business, not-for-profit organizations, private and government organizations. The company was founded by M. Lu Goodman in 1932 and is headquartered in Norfolk, VA. | Commercial Services |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Finance |
Roynat Capital, Inc.
 Roynat Capital, Inc. Investment ManagersFinance Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto. | Finance |
Computerized Portfolio Management Services, Inc.
 Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Technology Services |
| CI Funds | |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Finance |
