Perfil
Jerome Li worked as a Portfolio Risk Supervisor at Raymond James Ltd.
from 2001 to 2018.
He also worked as a Portfolio Manager & Senior Analyst at Capstone Asset Management Inc from 2020 to 2022.
Antiguos cargos conocidos de Jerome Li.
| Empresas | Cargo | Fin |
|---|---|---|
Capstone Asset Management Inc
 Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management Inc, founded in 2004, seeks to maximize returns while focusing on capital preservation through building a modern portfolio with balanced investment strategies. The private company is based in Langley, Canada. and has subsidiaries in Canada. | Analyst-Equity | 01/08/2022 |
Raymond James Ltd.
 Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Corporate Officer/Principal | 01/12/2018 |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management Inc, founded in 2004, seeks to maximize returns while focusing on capital preservation through building a modern portfolio with balanced investment strategies. The private company is based in Langley, Canada. and has subsidiaries in Canada. | Finance |
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Finance |
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