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Counsel Income Managed Portfolio Series It (0P0000Y64J)
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8.519
-0.120
-1.37%
22/03 - Delayed Data. Currency in CAD
- Morningstar Rating:
- Total Assets: 421.79M
Counsel Income Managed Portfolio Ser IT
8.519
-0.120
-1.37%
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0P0000Y64J Overview
On this page you'll find an in-depth profile of Counsel Income Managed Portfolio Series It. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y64J among other information.
Contact Information
Address
Suite 700
Mississauga,ON L4W 5L6
Canada
Mississauga,ON L4W 5L6
Canada
Phone
905.625.9885
Fax
905.625.6184
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Corrado Russo | Portfolio Manager | 2014 | 2018 |
| Biography | Corrado Russo joined Timbercreek in July 2011 and is a Senior Managing Director, Investments & Global Head of Securities. Mr. Russo is responsoble for managing the global securities platform. Mr. Russo has over 20 years of experience in the investment management field, having held positions in portfolio management, equity research and direct real estate investments. | ||
| Samuel Sahn | Portfolio Manager | 2014 | 2018 |
| Biography | Sam Sahn is an Executive Director and Global Portfolio Manager with Forum Securities based in Greenwich. | ||
| Claudia Reich Floyd | Portfolio Manager | 2014 | 2018 |
| Bryan D. Belton | Portfolio Manager | 2013 | 2018 |
| Biography | Bryan is a Director within PanAgora’s Multi Asset group. He is responsible for the daily management of PanAgora’s Risk Parity Multi Asset and Diversified Factor Premia portfolios. A CFA charterholder, he joined PanAgora as a Portfolio Manager in 2005 and has been in the investment industry since 1997. Prior to joining PanAgora, Bryan was the Investment Portfolio Officer at the Federal Home Loan Bank of Boston. In that role, he was responsible for actively managing and hedging all of the Bank’s long-term portfolios. He earned a B.A. from Boston College and an M.S. from Northeastern University. | ||
| Edward Qian | Director | 2013 | 2018 |
| Biography | Edward Qian, Chief Investment Officer and Head of Research, Multi Asset, PanAgora Asset Management. Edward is the Chief Investment Officer of Multi Asset Strategies and Head of Multi Asset Research for PanAgora. In this role, his primary responsibilities include investment research, portfolio management and oversight of PanAgora’s Multi Asset group. Edward, who joined PanAgora in 2005, is a CFA charterholder and has been in the investment industry since 1996. Along with a career in investment management, Edward has also had a career in academic research. | ||
| Jonathon Beaulieu | Portfolio Manager | 2013 | 2018 |
| Biography | Jonathon Beaulieu, CFA, joined PanAgora in 2010 and joined the financial services industry in 1995. Mr. Beaulieu is responsible for the daily management of the firm's Risk Parity Portfolios. He also assists with the management of the firm's domestic and global fixed income portfolios. Prior to joining PanAgora, Mr. Beaulieu was responsible for actively managing and hedging fixed income portfolios at the Federal Home Loan Bank of Boston. Mr. Beaulieu was a quantitative analyst at MFS Investment Management. | ||
| Paul D. Scanlon | Co-Head of Fixed Income | 2013 | 2018 |
| Biography | Paul Scanlon is Co-Head of Fixed Income at Putnam Investments. Paul’s career in the investment industry began in 1986. He joined Putnam in 1999. Prior to joining Putnam (from 1997 to 1999), he was a Senior Vice President at a leading provider of international health claims administration and cost management services company. From 1992 to 1997, he was a Senior Analyst in the Fixed Income division at a large financial services provider. From 1986 to 1990, Paul was an Assistant Treasurer, Corporate Finance, at a large retail and commercial bank in the U.K. | ||
| Norman P. Boucher | Portfolio Manager | 2013 | 2018 |
| Biography | Norman Boucher is a Portfolio Manager at Putnam Investments. He is responsible for managing the cyclical part of Putnam's high-yield portfolios. Norman’s career in the investment industry began in 1985. He joined Putnam in 1998 as an Analyst covering the automotive, aerospace and technology sectors. He served as a Portfolio Manager on the U.S. high-yield team before moving to Putnam's London office to manage European high-yield portfolios. During that time, Norman also managed the European allocation of global high-yield portfolios and collaborated with the U.S. High Yield team daily. | ||
| Robert L. Salvin | Portfolio Manager | 2013 | 2018 |
| Biography | Mr. Salvin is a Portfolio Manager of Putnam's global credit strategies. He is responsible for managing convertible securities, U.S. high-yield, global high-yield, and floating rate loan strategies. Mr. Salvin joined Putnam in 2000 and has been in the investment industry since 1986. Prior to joining Putnam, Mr. Salvin was a Managing Director at BancBoston Robertson Stephens from 1997 to 1999, a Director at SBC Warburg Inc. from 1996 to 1997, an Associate at Chase Securities from 1993 to 1996, and an Analyst at Broadview Associates from 1986 to 1991. | ||
| Roger D. Edgley | Director | 2013 | 2018 |
| Biography | Roger Edgley, CFA is Director of International Research for Wasatch Advisors. Prior to joining Wasatch in 2002, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management. Mr. Edgley joined Wanger Asset Management as an equities analyst in 1994. Mr. Edgley is a native of the United Kingdom and earned a BS with honors in Psychology from the University of Hertfordshire, a MA in Philosophy from the University of Sussex and a MS in Social Psychology with Statistics from the London School of Economics. | ||
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