Patrick Floreani
Chief Investment Officer bei WealthBridge Investment Counsel, Inc.
Profil
Mr. Patrick Floreani, CFA MBA, is a Managing Director & Chief Investment Officer at WealthBridge Investment Counsel, Inc. He is also primarily responsible for the equity portion of client portfolios.
Mr. Floreani was previously employed as a Chief Investment Officer by Société Générale (Canada) and a Partner & Portfolio Manager by Canadian Wealth Management Corp.
He is a graduate of the University of Alberta.
After graduating with a Bachelor of Science degree, He then obtained his Master of Business Administration degree, also from the University of Alberta.
He obtained his Chartered Financial Analyst charter in 1998.
Aktive Positionen von Patrick Floreani
| Unternehmen | Position | Beginn |
|---|---|---|
WealthBridge Investment Counsel, Inc.
 WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Chief Investment Officer | 01.01.2011 |
Ehemalige bekannte Positionen von Patrick Floreani
| Unternehmen | Position | Ende |
|---|---|---|
Société Générale (Canada Branch)
 Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Corporate Officer/Principal | 01.06.2010 |
Canadian Wealth Management Corp.
 Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Corporate Officer/Principal | 01.02.2008 |
Ausbildung von Patrick Floreani
| University of Alberta | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
WealthBridge Investment Counsel, Inc.
WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families. | Finance |
Société Générale (Canada Branch)
Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada. | Finance |
Canadian Wealth Management Corp.
Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010. | Finance |
