James John Telfser
Investment Committee Member at Aventine Management Group, Inc.
Profile
Mr. James J.
Telfser, CFA, is a Managing Partner & Portfolio Manager at Aventine Management Group, Inc. He is co-lead Portfolio Manager of the Aventine Canadian Equity Fund and the Stable Income Fund where he drives the firm’s Active Value security selection process.
He is a also member of Aventine’s investment strategy committee.
Prior to joining Aventine, Mr. Telfser was a Portfolio Manager for two industry leading funds at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management.
Previously he served as an investment consultant focusing on the development and implementation of quantitative strategies for institutional portfolio managers across Canada and the US.
He earned a Bachelor of Business Administration (Finance) from Wilfred Laurier University.
James John Telfser active positions
| Companies | Position | Start |
|---|---|---|
Aventine Management Group, Inc.
 Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Investment Committee Member | - |
Former positions of James John Telfser
| Companies | Position | End |
|---|---|---|
Caldwell Investment Management Ltd.
 Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Portfolio Manager-Equities | 2014-02-28 |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | 2010-12-30 |
State Street Trust Company Canada
 State Street Trust Company Canada Investment Banks/BrokersFinance Part of State Street Corp., State Street Trust Company Canada is a company based in Toronto, Canada. The CEO of the Canadian company is Robert Baillie. | Corporate Officer/Principal | 2008-05-29 |
Training of James John Telfser
| Wilfrid Laurier University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
State Street Trust Company Canada
State Street Trust Company Canada Investment Banks/BrokersFinance Part of State Street Corp., State Street Trust Company Canada is a company based in Toronto, Canada. The CEO of the Canadian company is Robert Baillie. | Finance |
Aventine Management Group, Inc.
Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Finance |
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