Profil
Mr. William D.
Bonner is a Senior Portfolio Manager at Brownstone Asset Management, Inc. and a President & Portfolio Manager at Brickburn Asset Management, Inc.
Prior to joining the firm, Mr. Bonner was the Founder and President of Brickburn Asset Management.
where in he has actively managed portfolios for individuals, trusts, mutual funds, and limited partnerships.
Prior to founding Brickburn, He was a senior partner with Peters & Co. Limited, an Alberta-based investment dealer.
Postes actifs de William David Bonner
| Sociétés | Poste | Début |
|---|---|---|
Brickburn Asset Management, Inc.
Brickburn Asset Management, Inc. Investment ManagersFinance Provides investment advice | President | 01/01/1997 |
Brownstone Asset Management, Inc.
Brownstone Asset Management, Inc. Investment ManagersFinance Brownstone is a value-focused investment firm that utilizes a fundamental, bottom-up research process to select stocks and combines this with a disciplined risk management framework to construct portfolios. The firm is focused on long-term wealth creation, with a bias towards businesses that have a track record of generating cash and paying dividends. They specialize in Canadian and US equities and manages three primary equity mandates; two Canadian-focused mandates and one US-focused mandate, all of which can invest across a range of sectors and market capitalizations, or company sizes. Brownstone also offers fixed income solutions for select clients that require exposure to this asset class. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de William David Bonner
| Sociétés | Poste | Fin |
|---|---|---|
Peters & Co. Ltd.
Peters & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
BT Energy Holdings Ltd.
BT Energy Holdings Ltd. Investment ManagersFinance BT Energy Holdings is an active manager which invests in small to medium sized oil & gas exploration/production and service companies located in North America, Primarily in Canada with enterprise values of $10 to $100 million and experienced management teams, attractive industry fundamentals, sustainable competitive advantages, and growth potential. The firm provides financing in the form of equity with an investment size of $2 to $20+ million. It takes seat on board of directors. | President | - |
Formation de William David Bonner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Peters & Co. Ltd.
Peters & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brickburn Asset Management, Inc.
Brickburn Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Calgary
University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BT Energy Holdings Ltd.
BT Energy Holdings Ltd. Investment ManagersFinance BT Energy Holdings is an active manager which invests in small to medium sized oil & gas exploration/production and service companies located in North America, Primarily in Canada with enterprise values of $10 to $100 million and experienced management teams, attractive industry fundamentals, sustainable competitive advantages, and growth potential. The firm provides financing in the form of equity with an investment size of $2 to $20+ million. It takes seat on board of directors. | Finance |
Brownstone Asset Management, Inc.
Brownstone Asset Management, Inc. Investment ManagersFinance Brownstone is a value-focused investment firm that utilizes a fundamental, bottom-up research process to select stocks and combines this with a disciplined risk management framework to construct portfolios. The firm is focused on long-term wealth creation, with a bias towards businesses that have a track record of generating cash and paying dividends. They specialize in Canadian and US equities and manages three primary equity mandates; two Canadian-focused mandates and one US-focused mandate, all of which can invest across a range of sectors and market capitalizations, or company sizes. Brownstone also offers fixed income solutions for select clients that require exposure to this asset class. | Finance |
















