Robert J. Bogart
Directeur/Membre du Conseil chez FundSERV, Inc.
Profil
Robert J.
Bogart currently works at FundSERV, Inc., as Director and Massachusetts Society of Certified Public Accountants, Inc., as Member.
Mr. Bogart also formerly worked at Global Strategy Master LP, as Chief Financial Officer & Director, AGF Master LP, as Chief Financial Officer & Director from 2012 to 2013, Multi-Manager LP I, as Chief Financial Officer & Director, Smith & Williamson Holdings Ltd., as Non-Executive Director, Fidelity Investments Canada ULC, as Senior Vice President-Finance in 2010, AGF Management Ltd., as Chief Financial Officer & Executive Vice President from 2015 to 2016, AGF Investments, Inc., as Chief Financial Officer & Senior Vice-President from 2010 to 2012, and Fidelity Human Resources Services Co. LLC, as Chief Financial Officer & Senior Vice President in 2007.
Mr. Bogart received his undergraduate degree from the University of Massachusetts.
Postes actifs de Robert J. Bogart
| Sociétés | Poste | Début |
|---|---|---|
Massachusetts Society of Certified Public Accountants, Inc.
 Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Corporate Officer/Principal | 17/11/2010 |
FundSERV, Inc.
 FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
Anciens postes connus de Robert J. Bogart
| Sociétés | Poste | Fin |
|---|---|---|
AGF Master LP
 AGF Master LP Investment ManagersFinance AGF Master LP provides investment management services. It engages in the distribution of Distributed Securities. The company was founded on January 23, 1998 and is headquartered in Toronto, ON. | Directeur Financier/CFO | 24/02/2013 |
Multi-Manager LP I
 Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Multi-Manager LP I distributes securities of open-ended mutual funds. Its principal activity is to have distribution rights for its fund units. The company was founded on January 15, 1993 and is headquartered in Toronto, Canada. | Directeur Financier/CFO | 28/11/2012 |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Directeur Financier/CFO | 01/01/2010 |
| Fidelity Human Resources Services Co. LLC | Directeur Financier/CFO | 01/01/2007 |
Smith & Williamson Holdings Ltd.
 Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Directeur/Membre du Conseil | - |
Formation de Robert J. Bogart
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| AGF MANAGEMENT LIMITED | Finance |
| Entreprise privées | 9 |
|---|---|
AGF Master LP
AGF Master LP Investment ManagersFinance AGF Master LP provides investment management services. It engages in the distribution of Distributed Securities. The company was founded on January 23, 1998 and is headquartered in Toronto, ON. | Finance |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Finance |
Global Strategy Master LP
 Global Strategy Master LP Investment ManagersFinance Global Strategy Master LP pays selling commissions to registered dealers who sold Global Strategy mutual funds on a back end load basis. Its main source of revenue is distribution fees earned from distributed securities. Global Strategy Master was founded on January 29, 1999 and is headquartered in Toronto, Canada. | Finance |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Finance |
| Fidelity Human Resources Services Co. LLC | |
Massachusetts Society of Certified Public Accountants, Inc.
Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Commercial Services |
Multi-Manager LP I
Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Multi-Manager LP I distributes securities of open-ended mutual funds. Its principal activity is to have distribution rights for its fund units. The company was founded on January 15, 1993 and is headquartered in Toronto, Canada. | Miscellaneous |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Finance |
FundSERV, Inc.
FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Consumer Services |