![Alexandra Karen von Schroeter](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>)
Alexandra Karen von Schroeter
Gestionnaire de Portefeuille-Actions chez
Cumberland Private Wealth Management, Inc.
Profil
Ms. Alexandra K.
von Schroeter, CFA MBA, is a Head of Strategic Business & Portfolio Manager at Cumberland Private Wealth Management, Inc. and a Portfolio Manager at Cumberland Investment Counsel, Inc. She is also a co-owner and partner at the firm.
She has over 30 years track record in the investment management and banking industries.
As a Portfolio Manager, she works closely with selected executives, entrepreneurs, their families and corporations/ foundations managing their investments and offering advice and solutions that draw upon her long experience in investing and the global capital markets.
Prior to Cumberland Private Wealth, Ms. von Schroeter spent 12 years at CIBC World Markets and Wood Gundy Inc. in Investment Banking, Mergers & Acquisitions and in the Capital Markets areas in Toronto, London UK and New York, and in commercial banking at Bank of Montreal.
She received her Bachelor of Commerce degree from Queen's University and an MBA from INSEAD.
Postes actifs de Alexandra Karen von Schroeter
| Sociétés | Poste | Début |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Gestionnaire de Portefeuille-Actions | 01/02/1999 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Anciens postes connus de Alexandra Karen von Schroeter
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Wood Gundy Securities Corp.
 CIBC Wood Gundy Securities Corp. Major BanksFinance Commercial bank | Corporate Officer/Principal | 31/12/1998 |
Formation de Alexandra Karen von Schroeter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
CIBC Wood Gundy Securities Corp.
CIBC Wood Gundy Securities Corp. Major BanksFinance Commercial bank | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
INSEAD
 INSEAD Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process. | Finance |
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