Perfil
Mr. Marconi began his investment career with a national Investment Dealer, and later spent several years in the trust industry.
While serving 14 years as Vice President of Canada’s first “fee only” Investment Counselling firm, he earned his CFA in 1969.
He then went on to establish the Investment Management Department as Vice President and Director of one of Canada’s oldest exchange members.
Mr. Marconi also served for a number of years as a director of the Toronto Society of Financial Analysts.
In 1995, Mr. Marconi joined Priority Capital Management Inc., which became affiliated with Rae & Lipskie Investment Counsel Inc. in May 2004.
Antiguos cargos conocidos de Fred V. Marconi.
| Empresas | Cargo | Fin |
|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
 Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Gestor de Cartera-Acciones | 31/03/2009 |
Priority Capital Management, Inc.
 Priority Capital Management, Inc. Investment ManagersFinance Founded in 1988, Priority Capital Management, Inc. is an investment advisor firm located in Burlington, Ontario | Gestor de Cartera-Acciones | 31/03/2008 |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Priority Capital Management, Inc.
Priority Capital Management, Inc. Investment ManagersFinance Founded in 1988, Priority Capital Management, Inc. is an investment advisor firm located in Burlington, Ontario | Finance |
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Finance |
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- Fred V. Marconi
