Profile
Mr. Matthew D.
Joss, CFA, is an Independent Director at PFB Corp., a Member at CFA Institute and a Member at CFA Society Calgary.
He is on the Board of Directors at PFB Corp.
Mr. Joss was previously employed as a Senior Wealth Consultant & Director by Cidel Asset Management, Inc. and a Managing Director by Palisade Capital Management Ltd. He received his undergraduate degree from the University of the Witwatersrand.
Matthew Joss active positions
| Companies | Position | Start |
|---|---|---|
| PFB CORPORATION | Director/Board Member | 2020-05-06 |
CFA Society Calgary
CFA Society Calgary Miscellaneous Commercial ServicesCommercial Services Operates as CFA institute member society | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Former positions of Matthew Joss
| Companies | Position | End |
|---|---|---|
Cidel Asset Management, Inc.
Cidel Asset Management, Inc. Investment ManagersFinance Cidel AM customizes a portfolio that includes multiple asset classes or types from around the world to diversify the risk and finely tune their clients’ overall investment to meet their individual needs. | Portfolio Manager-Equities | 2023-02-28 |
Palisade Capital Management Ltd.
Palisade Capital Management Ltd. Investment ManagersFinance Palisade Capital’s suite of complementary investment funds offers a combination of growth and income mandates and includes capital protection strategies. The firm’s Wealth Management portfolios are constructed using an open architecture approach to consider the full universe of investment funds with the objective of delivering best-in-class solutions encompassing equities, fixed income and alternative investment strategies. Risk mitigation is a key focus in their portfolio construction. | Chief Executive Officer | 2018-11-30 |
Training of Matthew Joss
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 | 6 |
|---|---|
PFB Corp.
PFB Corp. Industrial SpecialtiesProcess Industries Manufactures insulating building products and polystyrene foams | Process Industries |
University of the Witwatersrand
University of the Witwatersrand Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Cidel Asset Management, Inc.
Cidel Asset Management, Inc. Investment ManagersFinance Cidel AM customizes a portfolio that includes multiple asset classes or types from around the world to diversify the risk and finely tune their clients’ overall investment to meet their individual needs. | Finance |
Palisade Capital Management Ltd.
Palisade Capital Management Ltd. Investment ManagersFinance Palisade Capital’s suite of complementary investment funds offers a combination of growth and income mandates and includes capital protection strategies. The firm’s Wealth Management portfolios are constructed using an open architecture approach to consider the full universe of investment funds with the objective of delivering best-in-class solutions encompassing equities, fixed income and alternative investment strategies. Risk mitigation is a key focus in their portfolio construction. | Finance |
CFA Society Calgary
CFA Society Calgary Miscellaneous Commercial ServicesCommercial Services Operates as CFA institute member society | Commercial Services |
- Stock Market
- Insiders
- Matthew Joss
















