Profil
Ms. Julie M.
Brough, CFA, is Vice President at Morgan, Meighen & Associates Ltd., where she is also a Portfolio Manager.
Ms. Brough was employed as Junior Portfolio Manager by R.N.
Croft Financial Group, Inc.
She received her BBA in Economics from Wilfrid Laurier University.
She is also a Certified Financial Planner.
Anciens postes connus de Julie Marie Brough
| Sociétés | Poste | Fin |
|---|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Analyst-Equity | 31/12/2005 |
Morgan, Meighen & Associates Ltd.
Morgan, Meighen & Associates Ltd. Investment ManagersFinance Morgan Meighen aims to grow and preserve their clients’ capital through focused discipline and in-depth research of a diverse group of public companies, special situations and overlooked opportunities. The firm diversifies investments across asset classes, geography, industry and individual securities, depending on the portfolio’s objectives. Their investment process utilizes a combination of top-down analysis to identify areas of opportunity by geographic region and industry sector and bottom-up, fundamental analysis to identify individual securities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Julie Marie Brough
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Finance |
Morgan, Meighen & Associates Ltd.
Morgan, Meighen & Associates Ltd. Investment ManagersFinance Morgan Meighen aims to grow and preserve their clients’ capital through focused discipline and in-depth research of a diverse group of public companies, special situations and overlooked opportunities. The firm diversifies investments across asset classes, geography, industry and individual securities, depending on the portfolio’s objectives. Their investment process utilizes a combination of top-down analysis to identify areas of opportunity by geographic region and industry sector and bottom-up, fundamental analysis to identify individual securities. | Finance |
Wilfrid Laurier University
Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















