![Angela T. Stirpe](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>)
Profil
Ms. Angela T.
Stirpe is CFO, CCO & Vice President at Caldwell Securities Ltd. She is also President of Caldwell Financial Ltd. She joined the organization in 1987 with responsibility for overall administration.
She has extensive experience in regulatory financial reporting, compliance matters and client service.
As Chief Compliance Officer, Ms. Stirpe's role is to ensure that Caldwell Securities Ltd. is in compliance with current regulatory rules and by-laws.
Compliance responsibilities include the development and monitoring of internal controls and procedures, financial capital reporting, supervision of client and employee trade activity and client reporting.
Ms. Stirpe's oversees the work of the Investment Management Committee on behalf of clients.
The Investment Team is responsible to her in terms of implementing trading strategies to best achieve client objectives.
Postes actifs de Angela T. Stirpe
| Sociétés | Poste | Début |
|---|---|---|
Caldwell Financial Ltd.
 Caldwell Financial Ltd. Investment ManagersFinance Provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products | President | - |
Anciens postes connus de Angela T. Stirpe
| Sociétés | Poste | Fin |
|---|---|---|
Caldwell Investment Management Ltd.
 Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations. | Directeur Financier/CFO | 31/08/2009 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations. | Finance |
Caldwell Financial Ltd.
Caldwell Financial Ltd. Investment ManagersFinance Provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products | Finance |
