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Jon Palfrey
Portfolio Manager-Equities at Leith Wheeler Investment Counsel Ltd.
Profile
Mr. Jonathon D.
Palfrey, CFA, is a Managing Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
He joined Leith Wheeler in November 1996.
He is the head of Private Client and Foundations and a member of the firm’s Management Committee.
He is a graduate of University of British Columbia with a Bachelor of Commerce degree, a member of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation.
Additionally, Mr. Palfrey sits on and advises a number of boards in the non-profit community.
Jon Palfrey active positions
Companies | Position | Start |
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Leith Wheeler Investment Counsel Ltd.
![]() Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Portfolio Manager-Equities | 1996-10-31 |
Training of Jon Palfrey
University of British Columbia | 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 | 1 |
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Leith Wheeler Investment Counsel Ltd.
![]() Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Finance |
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