Richard Monaco
Gestor de Cartera-Acciones en National Bank Financial, Inc. .
Perfil
Mr. Richard Monaco is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, Inc. In addition to portfolio management, he also offers his clients expertise in retirement, tax and estate planning.
He has been an Investment Advisor with National Bank Financial since 1998, and manages over $265 million in assets for his clients.
After working in the industry and teaching for 17 years, he decided to capitalize on his experience and offer a complete service offering to clients.
In the past, he has served as CFO for various private companies and even completed an initial public offering (IPO) on NASDAQ in 1993.
He has also taught as a lecturer at the Université de Montréal and full-time to adults at the college level.
Mr. Monaco is a Chartered Professional Accountant with a Bachelor of Business Administration from HEC Montréal (1981).
Cargos activos de Richard Monaco
| Empresas | Cargo | Inicio |
|---|---|---|
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Gestor de Cartera-Acciones | 01/01/1998 |
Formación de Richard Monaco.
| HEC Montréal | Undergraduate Degree |
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Relaciones de 1er grado
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| Empresas privadas | 1 |
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National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Finance |
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