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Sean Anthony Pugliese
Gestionnaire de Portefeuille-Actions chez
Wickham Investment Counsel, Inc.
Profil
Mr. Sean A. Pugliese, CFA, is a Director & Portfolio Manager at Wickham Investment Counsel, Inc. Mr. Pugliese is an Investment Portfolio Manager, capable of helping private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations.
With private clients, the focus is on wealth management, an integration of investment management and retirement planning.
He is teamed up with Allan Meyer, Director and Portfolio Manager at Wickham Investment Counsel Inc. They believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.
Mr. Pugliese was employed as a Principal by TD Canada Trust Co.
He received his undergraduate degree from McMaster University.
Mr. Pugliese earned his CFA (Chartered Financial Analyst) designation in 2014.
Postes actifs de Sean Anthony Pugliese
| Sociétés | Poste | Début |
|---|---|---|
Wickham Investment Counsel, Inc.
 Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham aims for optimal risk-adjusted returns through security selection and an appropriate and diversified asset mix. The firm uses a modified value approach for equities, with an initial focus on free cash flow yield and growth, using quantitative screens. On the fixed income side, they actively manage the term structure and quality of bonds to add value. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Anciens postes connus de Sean Anthony Pugliese
| Sociétés | Poste | Fin |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Corporate Officer/Principal | 31/12/2008 |
Formation de Sean Anthony Pugliese
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham aims for optimal risk-adjusted returns through security selection and an appropriate and diversified asset mix. The firm uses a modified value approach for equities, with an initial focus on free cash flow yield and growth, using quantitative screens. On the fixed income side, they actively manage the term structure and quality of bonds to add value. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
McMaster University
 McMaster University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
