Joel Barry Uncles
Portfolio Manager-Equities at Mawer Investment Management Ltd.
Profile
Mr. Joel B.
Uncles, CFA, is an Institutional Portfolio Manager at Mawer Investment Management Ltd.
He joined in 2021.
He is responsible for the management and servicing of institutional clients.
Prior to joining Mawer, Mr. Uncles was a senior investment consultant at Aon, where he spent 13 years advising a broad institutional client base.
Mr. Uncles has a Bachelor of Business Administration from the University of Regina and is a Chartered Financial Analyst (CFA) charterholder with investment experience since 2007.
He is a member of the CFA Institute and CFA Society Calgary.
Joel Barry Uncles active positions
Companies | Position | Start |
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Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Portfolio Manager-Equities | 2020-12-31 |
Former positions of Joel Barry Uncles
Companies | Position | End |
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AON, Inc. (Canada)
AON, Inc. (Canada) Real Estate DevelopmentFinance AON, Inc. manages and develops properties for residential and senior living, business, and leisure. It offers retirement living, apartment living options, retail, and office space. The company was founded in 1983 and is headquartered in Peterborough, Canada. | Corporate Officer/Principal | - |
Training of Joel Barry Uncles
University of Regina | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Finance |
AON, Inc. (Canada)
AON, Inc. (Canada) Real Estate DevelopmentFinance AON, Inc. manages and develops properties for residential and senior living, business, and leisure. It offers retirement living, apartment living options, retail, and office space. The company was founded in 1983 and is headquartered in Peterborough, Canada. | Finance |
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