Connor Clark & Lunn Private Capital

Industry: Company

Description

Parent organization: Connor, Clark & Lunn Financial Group Ltd Subsidiary: Connor, Clark & Lunn Private Equity

Connor Clark & Lunn Private Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Connor Clark & Lunn Private Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Connor Clark & Lunn Private Capital Employees

Employee
Years
Job
Industry
Catherine Dorazio Catherine Dorazio Vancouver, Canada Area Details
Catherine Dorazio's Connor Clark & Lunn Private Capital Experience May 2015 - Present
Job Managing Director, Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital   May 2015 - Present
Connor Clark & Lunn Private Capital   February 2008 - Present

Skills
Investments, Investment Strategies, Family Business, Strategic Financial..., Estate Planning, Retirement Planning, Public Speaking, Foundations, Wealth Management, Entrepreneurship, Portfolio Management, Financial Services, Due Diligence, Finance, Asset Allocation, Private Equity, Mergers & Acquisitions, Financial Analysis, Wealth Management..., Wealth, Investment Advisory, Financial Advisory, Investment Management

Education
Monash University   2001 — 2002
MBA, Finance & Negotiations

Boston College   2002 — 2003
MBA, Finance

UBC Business Families Centre   2011 — 2012
Family Enterprise Advisor Program (FEAP)

University of Victoria   1995 — 1999
Bachelor of Commerce (B.Comm.), Marketing

Kurtis Smeaton Kurtis Smeaton Vancouver, Canada Area Details
Kurtis Smeaton's Connor Clark & Lunn Private Capital Experience July 2015 - Present
Job Associate at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital   July 2015 - Present
Connor, Clark & Lunn Financial Group   July 2013 - June 2015
Sherpa Asset Management   May 2012 - September 2012
Phillips, Hager & North   May 2011 - August 2011

Skills
Teamwork, Public Speaking, Microsoft Excel, Leadership, Financial Analysis, Time Management, Data Analysis, PowerPoint, Trading, Start-ups, Creativity, Efficiency, Investment Strategies, Investment Management, Wealth Management, Wealth Management..., Institutional...

Education
Queen's University   2009 — 2013
Bachelor of Commerce (B.Com. Honours), Finance

University of Bath   2012 — 2012
Management

CSI Institute   2011 — 2012
CSC

Janice Sowden Janice Sowden Vancouver, Canada Area Details
Janice Sowden's Connor Clark & Lunn Private Capital Experience January 2014 - Present
Job Vice President at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital   January 2014 - Present
Financial Services  June 2013 - December 2013
Manulife Securities  February 2004 - May 2013
Raise a Reader   2013 - 2013
Manulife Financial  February 2003 - February 2004
Manulife Financial  June 1999 - February 2003
Manulife Financial  June 1997 - June 1999
Manulife Financial  September 1993 - June 1997

Skills
Retirement Planning, Mutual Funds, Wealth Management, Recruiting, Strategic Financial..., Retirement, Insurance, Pensions, Critical Illness, Recruitments, Estate Planning, Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Securities, Management, Financial Services, Investment Advisory, Investment Strategies, Business Development, Financial Advisory, CRM, Financial Planners, High Net Worth..., Asset Management, Relationship Management, Wealth Accumulation, Disability Insurance, Wealth, Investment Management, Life Insurance, Wealth Management..., ETFs, Long Term Care Insurance, Term Life Insurance, Long-term Care, Alternative Investments, Certified Financial..., Equities, Building Relationships, Fixed Income, Personal Financial..., Sales Management, Segregated Funds, Financial Planning

Education
Investment Funds Institute of Canada   2014 — 2014
Exempt Market Product Course

Canadian Securities Institute   2009 — 2009
Conduct and Practices Handbook

Canadian Securities Institute   2009 — 2009
Wealth Management Essentials

Canadian Securities Institute   2006 — 2006
Canadian Securities Course

Financial Planners Standards Council   1999 — 2002
CFP

University of Alberta   1988 — 1993
Bachelor of Arts, Sociology

Jason Kitamura Jason Kitamura Vancouver, Canada Area Details
Jason Kitamura's Connor Clark & Lunn Private Capital Experience 1996 - 2002
Job Associate Vice President, Commercial at G&F Financial Group
Industry Banking
Experience
G&F Financial Group  July 2015 - Present
Scotiabank  June 2002 - June 2015
Connor Clark & Lunn Private Capital   1996 - 2002
Vancity  1995 - 1996

Skills
Banking, Commercial Banking, Credit, Retail Banking, Credit Risk, Loans, Relationship Management

Education
Simon Fraser University
Bachelor of Business Administration (BBA), Business

British Columbia Institute of Technology

Kim Shah Kim Shah Toronto, Canada Area Details
Kim Shah's Connor Clark & Lunn Private Capital Experience January 2013 - Present
Job Manager, Business Analyst at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital   January 2013 - Present
Connor Clark & Lunn Private Capital   October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc.   April 2010 - September 2011
ESG Investing Group   November 2009 - December 2010
CI Investments  May 2006 - November 2008
Assante Wealth Management  June 2004 - November 2008
Assante Asset Management  December 2002 - June 2004
Assante Advisory Services   June 2002 - December 2002
Dundee Wealth Management  January 2002 - June 2002
Dundee Securities  1999 - 2002

Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics

Education
Ryerson University
Computer Science

St. Joseph's Convent   1990 — 1994

Canadian Securities Institute
Canadian Securities Course

Green Business League
Certified Green Consultant

Erica Trigiani Erica Trigiani Toronto, Canada Area Details
Erica Trigiani's Connor Clark & Lunn Private Capital Experience December 2013 - Present
Job Private Client Services Associate at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital   December 2013 - Present
Connor, Clark & Lunn Financial Group   August 2013 - December 2013
Assante Wealth Management  May 2013 - August 2013
Investors Group  August 2012 - May 2013
The Goodyear Tire & Rubber Company  April 2011 - September 2011
The Goodyear Tire & Rubber Company  April 2010 - September 2010

Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis

Education
University of Guelph   2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours

Tony Bright Tony Bright Edmonton, Canada Area Details
Tony Bright's Connor Clark & Lunn Private Capital Experience March 2004 - Present
Job Senior Vice President & Portfolio Manager at Connor, Clark & Lunn Financial Group
Industry Investment Management
Experience
Connor Clark & Lunn Private Capital   March 2004 - Present
Greystone Managed Investments Inc.  March 2001 - March 2004

Skills
Investment Strategies, Wealth Management, Risk Management, Hedge Funds, Business Strategy, Portfolio Management, Investment Management, Trading Strategies, Alternative Investments, Investments, Asset Management, Negotiation, Equities, Asset Allocation, Investment Advisory

Education
CFA Institute   1997 — 2000
CFA

University of Alberta   1984 — 1988
B.Sc., Physics & Mathematics

Daniel Wong, CFA Daniel Wong, CFA Vancouver, Canada Area Details
Daniel Wong, CFA's Connor Clark & Lunn Private Capital Experience March 2008 - Present
Job Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor Clark & Lunn Private Capital   March 2008 - Present
Cypress Capital Management  April 2001 - February 2008

Skills
Global Tactical Asset..., Portfolio Management, Economics, Investment Strategies, Capital Markets, Trading Strategies, Investments, Alternative Investments, Financial Modeling, Private Equity, Mutual Funds, Finance

Education
The University of British Columbia
B.Sc, Biological Sciences

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