Sean Anthony Pugliese

Gestionnaire de Portefeuille-Actions chez Wickham Investment Counsel, Inc.

Profil

Mr. Sean A.
Pugliese, CFA, is a Director & Portfolio Manager at Wickham Investment Counsel, Inc. Mr. Pugliese is an Investment Portfolio Manager, capable of helping private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations.
With private clients, the focus is on wealth management, an integration of investment management and retirement planning.
He is teamed up with Allan Meyer, Director and Portfolio Manager at Wickham Investment Counsel Inc. They believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.
Mr. Pugliese was employed as a Principal by TD Canada Trust Co. He received his undergraduate degree from McMaster University.
Mr. Pugliese earned his CFA (Chartered Financial Analyst) designation in 2014.

Postes actifs de Sean Anthony Pugliese

Sociétés	Poste	Début
Wickham Investment Counsel, Inc.	Gestionnaire de Portefeuille-Actions	01/09/2011

Anciens postes connus de Sean Anthony Pugliese

Sociétés	Poste	Fin
TD Canada Trust Co.	Corporate Officer/Principal	31/12/2008

Formation de Sean Anthony Pugliese

McMaster University

Undergraduate Degree