Chris Bolton

Portfolio Manager-Equities at

Cumberland Investment Counsel, Inc.

Finance

Consumer Services

Profile

Christopher Clarke Bolton is currently a Portfolio Manager at Cumberland Investment Counsel, Inc., a position held since 2021.
Formerly, Mr. Bolton worked as a Research Analyst at BMO Capital Markets Corp.
(Canada) from 2000 to 2008 and as an Equity Research Analyst at Fraser Mackenzie Ltd. from 2011 to 2013.
Mr. Bolton completed undergraduate studies at the University of Alberta, graduating in 2000.

Chris Bolton active positions

Companies	Position	Start
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Portfolio Manager-Equities	2021-01-31

All active positions of Chris Bolton

Former positions of Chris Bolton

Companies	Position	End
Fraser Mackenzie Ltd. Fraser Mackenzie Ltd. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2012-12-31
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Offers corporate and investment banking, treasury management, research & advisory services	Analyst-Equity	2008-12-30

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Linked companies

Private companies	4
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Offers corporate and investment banking, treasury management, research & advisory services	Finance
University of Alberta University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fraser Mackenzie Ltd. Fraser Mackenzie Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Finance