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James Cook
Portföljförvaltare-Aktier på
Matco Financial, Inc.
Profil
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.
Aktiva positioner av James Cook
| Företag | Position | Start |
|---|---|---|
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. | Portföljförvaltare-Aktier | 2022-09-01 |
James Cooks utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
56
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
