First Asset

First Asset

Investment Management Ca 22 employees
Employees
22
Contacts
2
Emails
2
Phones
2

First Asset Overview

Headquarters
Ca
Phone Number
Available in AeroLeads
Website
firstasset.com
Industry
Investment Management
Employees
22
Founded
1996
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About First Asset

THE KEY TO SUPERIOR RISK-ADJUSTED RETURNS Every day, First Asset helps advisors take advantage of the best opportunities for their clients. The First Asset team of dedicated ETF experts is available to answer questions, explain product opportunities and design and facilitate ETF selection and integration to help optimize portfolios. We can help advisors who are interested in integrating Smart Beta, exploring actively managed ETFs, increasing portfolio tax efficiency, or any of a number of concerns facing financial advisors today, we have the tools, knowledge and solutions to support your needs. First Asset, a CI Financial Company, is a Canadian investment firm delivering a comprehensive suite of smart ETF solutions. Rooted in strong fundamentals, First Asset’s smart solutions strive to deliver better risk-adjusted returns than the broad market while helping investors achieve their personal financial goals. Please read First Asset’s Social Media Commenting Guidelines and Legal Disclaimer: http://www.firstasset.com/legal/important_information_social.php

First Asset Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

First Asset Org Chart

Sample employees and titles
Name Title Contact
Lee Goldman SVP and Portfolio Manager at Ci Global
Email Phone
Jan Paxton Managing Director at First Asset
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Peter Partchenko Sr. VP Sales, Partner Evolve Etfs
Email Phone
Taras Usyk Software Developer at First Asset
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Employees by Management Level

Individual contributor 4 profiles
VP / Head 3 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
General 2 2 0

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