Profile
Mr. James F.
Gilliland, CFA, is a President & Chief Executive Officer at Leith Wheeler Investment Counsel Ltd. He joined Leith Wheeler in 2009 and leads its bond team and chairs Leith Wheeler's Portfolio Review Committee.
Mr. Gilliland has extensive investment experience in Canadian and U.S.
fixed income markets through his time at HSBC Asset Management/M.K.
Wong & Associates in Vancouver (1993-2001) and Barclays Global Investors (BGI) in San Francisco (2002-2009).
Among his achievements were building out and managing a team of professionals covering interest rate strategies, corporate credit, securitized credit, and emerging markets; launching and managing a successful fixed income hedge fund; developing platforms to manage risk; and developing customized client solutions and liability driven solutions.
He is a graduate of University of British Columbia (B.Comm with honours) and earned his Masters degree in Financial Engineering at the University of California, Berkeley.
He holds a Chartered Financial Analyst (CFA) designation.
He serves on the Faculty Advisory Board for the Sauder School of Business at the University of British Columbia as well as on the Steering Committee for the Masters of Financial Engineering Program at the University of California Berkeley.
Jim Gilliland active positions
| Companies | Position | Start |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Chief Executive Officer | 2008-12-31 |
Former positions of Jim Gilliland
| Companies | Position | End |
|---|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 2008-12-30 |
RBC Indigo Asset Management Inc.
RBC Indigo Asset Management Inc. Investment ManagersFinance RBC Indigo employs a team approach to fund management and utilizes a blended top-down, bottom-up approach to sector weighting and individual security selection. Their investment style emphasizes broad economic factors and individual security selection. The firm evaluates the outlook for the major equity and bond markets, along with economic activity and currencies. This economic overview provides the basis for the firm's investment policies and decisions. | Corporate Officer/Principal | - |
Training of Jim Gilliland
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
RBC Indigo Asset Management Inc.
RBC Indigo Asset Management Inc. Investment ManagersFinance RBC Indigo employs a team approach to fund management and utilizes a blended top-down, bottom-up approach to sector weighting and individual security selection. Their investment style emphasizes broad economic factors and individual security selection. The firm evaluates the outlook for the major equity and bond markets, along with economic activity and currencies. This economic overview provides the basis for the firm's investment policies and decisions. | Finance |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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