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Greg Cassidy
Portfolio Manager-Equities at Cumberland Private Wealth Management, Inc.
Greg Cassidy active positions
Companies | Position | Start | End |
---|---|---|---|
Cumberland Private Wealth Management, Inc.
![]() Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Portfolio Manager-Equities | 1998-06-30 | - |
Cumberland Investment Counsel, Inc.
![]() Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Portfolio Manager-Equities | 2011-12-31 | - |
Career history of Greg Cassidy
Former positions of Greg Cassidy
Companies | Position | Start | End |
---|---|---|---|
CIBC Trust Corp.
![]() CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | 1997-12-30 |
Training of Greg Cassidy
York University | Undergraduate Degree |
Statistics
International
Canada | 5 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Cumberland Private Wealth Management, Inc.
![]() Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
CIBC Trust Corp.
![]() CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Finance |
Cumberland Investment Counsel, Inc.
![]() Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities. | Finance |
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