Perfil
Mr. James Cook, CFA, is a Portfolio Manager at Matco Financial, Inc. He joined Matco in 2022.
With over 10 years of experience servicing individual and institutional clients, his breadth of experience includes both investment and wealth management.
He is the lead Portfolio Manager for the Matco Global Equity Fund and a member of the Global Equity working group.
He holds a position on the Matco Investment Committee and is a contributing member of the Asset Mix Committee.
Mr. Cook began his career with ATB Financial, working with individual and institutional clients.
Then, he worked as a broker in the North American oil market, helping clients trade physical oil and manage financial hedging programs before joining Matco.
He received his Bachelor of Commerce degree from the University of Calgary.
Cargos activos de James Cook
| Empresas | Cargo | Inicio |
|---|---|---|
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth. | Gestor de Cartera-Acciones | 01/09/2022 |
Formación de James Cook.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Calgary
University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth. | Finance |
- Bolsa de valores
- Insiders
- James Cook
















