Christie Nicole Matwee
Gestor de Cartera-Acciones en Cumberland Private Wealth Management, Inc. .
Perfil
Ms. Christie N.
Matwee, CFA MBA, is a Portfolio Manager at Cumberland Private Wealth Management, Inc. She is responsible for managing discretionary investment portfolios for clients, along with new business development, with a focus on Toronto and its surrounding areas, including South Western and Eastern Ontario.
Ms. Matwee was Vice President, Investment Banking at Morgan Stanley in New York where she provided advice on mergers, acquisitions and financing to healthcare companies.
Prior to that, she worked in Venture Capital and Private Equity at the Ontario Teachers’ Pension Plan and in equity research at Merrill Lynch Canada.
Ms. Matwee received both her BSc and her MSc in Biomedical Science degrees from the University of Guelph and her MBA in Finance from York University.
Cargos activos de Christie Nicole Matwee
| Empresas | Cargo | Inicio |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Gestor de Cartera-Acciones | 01/01/2009 |
Antiguos cargos conocidos de Christie Nicole Matwee.
| Empresas | Cargo | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Analyst-Equity | - |
Formación de Christie Nicole Matwee.
| University of Guelph | Graduate Degree |
| York University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Empresas privadas | 3 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
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