Malcolm John Jones
Portfolio Manager-Fixed Income en CWB Wealth Management Ltd. .
Perfil
Mr. Malcolm J.
Jones, CFA MBA, is a Senior Portfolio Manager, Fixed Income at CWB Wealth Management Ltd.
He has over 25 years of experience in wealth management.
He has worked with CWB Wealth and its affiliated brands since 2005.
Mr. Jones was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd.
and a Principal by TELUS Corp.
He received his undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Cargos activos de Malcolm John Jones
| Empresas | Cargo | Inicio |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Portfolio Manager-Fixed Income | 01/03/2017 |
Antiguos cargos conocidos de Malcolm John Jones.
| Empresas | Cargo | Fin |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Portfolio Manager-Fixed Income | 01/03/2017 |
| TELUS CORPORATION | Corporate Officer/Principal | 31/12/2004 |
Formación de Malcolm John Jones.
| University of Alberta | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| TELUS CORPORATION | Technology Services |
| Empresas privadas | 2 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
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