![Steve Martin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Martin
Compliance Officer på
Milestone Investment Counsel, Inc.
Profil
Mr. Stephen J.
Martin, CFA, is a Partner at Milestone Investment Counsel, Inc. He has over 25 years experience in the investment management industry.
In that capacity he managed a team responsible for some of the company’s largest and most sophisticated client relationships.
In addition to managing client portfolios, he also acts as Milestone’s Chief Compliance Officer.
Prior to joining Milestone in 2001, he was a Senior Portfolio Manager and Director at CT Private Investment Counsel.
He received his undergraduate degree from York University.
Aktiva positioner av Steve Martin
| Företag | Position | Start |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Compliance Officer | 2001-05-01 |
Tidigare kända positioner av Steve Martin
| Företag | Position | Slut |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Portföljförvaltare-Aktier | - |
Steve Martins utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
4
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone uses a passive management investment approach in providing their services. They invest in Canadian and foreign stocks, bonds, ETFs and REITs. Milestone offers exposure to specific asset classes by purchasing individual securities, ETFs or the mutual funds offered by Dimensional Fund Advisors (DFA). | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
