Sean Anthony Pugliese
Gestor de Cartera-Acciones en Wickham Investment Counsel, Inc. .
Perfil
Mr. Sean A.
Pugliese, CFA, is a Director & Portfolio Manager at Wickham Investment Counsel, Inc. Mr. Pugliese is an Investment Portfolio Manager, capable of helping private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations.
With private clients, the focus is on wealth management, an integration of investment management and retirement planning.
He is teamed up with Allan Meyer, Director and Portfolio Manager at Wickham Investment Counsel Inc. They believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.
Mr. Pugliese was employed as a Principal by TD Canada Trust Co.
He received his undergraduate degree from McMaster University.
Mr. Pugliese earned his CFA (Chartered Financial Analyst) designation in 2014.
Cargos activos de Sean Anthony Pugliese
| Empresas | Cargo | Inicio |
|---|---|---|
Wickham Investment Counsel, Inc.
 Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Gestor de Cartera-Acciones | 01/09/2011 |
Antiguos cargos conocidos de Sean Anthony Pugliese.
| Empresas | Cargo | Fin |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | 31/12/2008 |
Formación de Sean Anthony Pugliese.
| McMaster University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
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