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Linnea Marie McKercher
Compliance Officer chez
CWB Wealth Management Ltd.
Profil
Ms. Linnea M.
McKercher, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Wealth Management Ltd. Ms. McKercher has over 20 years of experience in the wealth management industry, she specializes in working with high net worth clients, business owners, corporations, and a multitude of institutions to meet their financial goals.
Her experience is unique in that she spent over 10 years managing our firm’s Canadian Equity portfolio.
Ms. McKercher was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd., an Analyst by AIMCO Capital LLC, and a Principal by The University of Alberta Hospital.
She received her undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Postes actifs de Linnea Marie McKercher
| Sociétés | Poste | Début |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Compliance Officer | 01/03/2017 |
Anciens postes connus de Linnea Marie McKercher
| Sociétés | Poste | Fin |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Adroit Investment Management's disciplined investment approach is designed to manage risk to preserve each client's capital base while achieving long-term growth. They ensure that each portfolio is diverse, with a minimum number of quality securities, a maximum in any one holding and investment in a number of major industries. The firm manages portfolios through segregated accounts and the Adroit Funds, their internally managed mutual funds. | Compliance Officer | 01/03/2017 |
AIMCO Capital LLC | Corporate Officer/Principal | 31/12/2001 |
The University of Alberta Hospital
 The University of Alberta Hospital Medical/Nursing ServicesHealth Services Provides health care services | Corporate Officer/Principal | 31/12/1997 |
Formation de Linnea Marie McKercher
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Adroit Investment Management's disciplined investment approach is designed to manage risk to preserve each client's capital base while achieving long-term growth. They ensure that each portfolio is diverse, with a minimum number of quality securities, a maximum in any one holding and investment in a number of major industries. The firm manages portfolios through segregated accounts and the Adroit Funds, their internally managed mutual funds. | Finance |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AIMCO Capital LLC | |
The University of Alberta Hospital
The University of Alberta Hospital Medical/Nursing ServicesHealth Services Provides health care services | Health Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Finance |
