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Soami Kohly
Portfolio Manager-Fixed Income bei MFS Investment Management Canada Ltd.
Ursprung des Netzwerks ersten Grades von Soami Kohly
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
MFS Investment Management Canada Ltd.
![]() MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans.
31
| Subsidiary | Investment Managers | 31 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Soami Kohly
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Investment Committee Member | |
CIBC Asset Management, Inc.
![]() CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Portfolio Manager-Equities | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Merrill Lynch Canada, Inc.
![]() Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Economist | |
Fidelity Management Trust Co.
![]() Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Regional Banks | Corporate Officer/Principal | |
Viterra Canada, Inc.
![]() Viterra Canada, Inc. Wholesale DistributorsDistribution Services Viterra Canada, Inc. operates as a grain and oilseeds marketer and handler. It offers marketing, facilities and logistics capabilities, encompassing the global network of marketing offices, handling, processing, distribution, transportation, and storage assets. The company was founded on March 24, 1924 and is headquartered in Regina, Canada. | Wholesale Distributors | Corporate Officer/Principal | |
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. 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. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin | |
CI Investments, Inc.
![]() CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Portfolio Manager-Fixed Income | |
National Bank Financial, Inc.
![]() National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
National Bank Financial, Inc. (Broker)
![]() National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Watson Wyatt Canada
![]() Watson Wyatt Canada Miscellaneous Commercial ServicesCommercial Services Part of Willis Towers Watson Plc, Watson Wyatt Canada is a Canadian company that offers consulting services in employee benefits, human resources, general insurance, and investment. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Credit Suisse Securities (Canada), Inc
![]() Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Analyst-Equity | |
UBS Securities Canada, Inc.
![]() UBS Securities Canada, Inc. Investment Banks/BrokersFinance UBS Securities Canada, Inc. is a Canadian investment bank and securities firm headquartered in Toronto, Ontario. The firm is a subsidiary of UBS Holding Canada Ltd. and their ultimate parent is UBS AG (NYSE: UBS) in US. UBS Securities Canada provides execution services for their clients' orders. They consider factors such as price, size of the order, the potential for price improvement, the speed of execution, the certainty of execution, trading characteristics of the security, and the overall cost of the transaction when costs are passed on to clients. In addition, prevailing market conditions are taken into consideration when manually handling a client order, such as the direction of the market for the security, the depth of the posted market, the last sale price and volumes of previous trades, the size of the spread, and the liquidity of the security. | Investment Banks/Brokers | Analyst-Equity | |
Crown Life Insurance Co.
![]() Crown Life Insurance Co. Life/Health InsuranceFinance Part of Power Corp. of Canada, Crown Life Insurance Co. is a company that provides life insurance. The company is based in Buffalo, NY. The company was founded in 1900. D. Allen Loney has been the CEO of the company since 2008. | Life/Health Insurance | Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree Undergraduate Degree | |
University of London | College/University | Graduate Degree | |
University of Mount Union | College/University | Undergraduate Degree | |
University of British Columbia | College/University | Masters Business Admin Masters Business Admin | |
University of Guelph | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Université Laval | College/University | Undergraduate Degree Masters Business Admin | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
McMaster University | College/University | Undergraduate Degree Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree | |
Spartan Fund Management, Inc.
![]() Spartan Fund Management, Inc. Investment ManagersFinance Spartan Fund Management, Inc. is an independent alternative investment manager headquartered in Toronto, Canada. Founded in 2006, the firm provides, through pooled funds, a broad selection of alternative investment solutions to high net worth individuals and family offices. | Investment Managers | Chief Investment Officer | |
Mercer Investment Consulting LLC
![]() Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
Counsel Trust Co.
![]() Counsel Trust Co. Investment ManagersFinance Counsel Trust Co. provides investment advisory services. It also offers management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations as well as services to independent Registered Investment Advisors. The company was founded by Edward S. Crooks and Brian D. Selby in 1986 and is headquartered in York, PA. | Investment Managers | Corporate Officer/Principal | |
The Tafelmusik Baroque Orchestra & Chamber Choir
![]() The Tafelmusik Baroque Orchestra & Chamber Choir Movies/EntertainmentConsumer Services The Tafelmusik Baroque Orchestra & Chamber Choir specializes in table music by artist. The firm performs with choir and play period instruments. It provides artist training and concerts and tickets. The company was founded in 1979 by Kenneth Solway and Susan Graves and is headquartered in Toronto, Canada. | Movies/Entertainment | Director/Board Member | |
Bishop's University | College/University | Undergraduate Degree | |
National Bank Financial & Co., Inc.
![]() National Bank Financial & Co., Inc. Financial ConglomeratesFinance National Bank Financial & Co., Inc. provides investment related services. The firm’s services include securities brokerage, trust services, investment product manufacturing, self-directed brokerage solutions and intermediary business solutions. The company is headquartered in Montreal, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
University of Saskatchewan | College/University | Undergraduate Degree | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
TOWERS WATSON & CO | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal |
Statistik
International
Kanada | 33 |
Vereinigte Staaten | 14 |
Vereinigtes Königreich | 4 |
Sektoral
Finance | 24 |
Consumer Services | 21 |
Commercial Services | 3 |
Distribution Services | 2 |
Government | 2 |
Operativ
Director/Board Member | 36 |
Portfolio Manager-Equities | 35 |
Corporate Officer/Principal | 32 |
Undergraduate Degree | 31 |
Portfolio Manager-Fixed Income | 13 |
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