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Kent Akgungor, Cfa is listed as President and Portfolio Manager at High Level Wealth Management, based in Edmonton, Alberta, Canada. AeroLeads shows a work email signal at edmonton.ca and a matched LinkedIn profile for Kent Akgungor, Cfa.
Kent Akgungor, Cfa previously worked as Portfolio Manager at City Of Edmonton and Investment Analyst at City Of Edmonton. Kent Akgungor, Cfa holds Bachelor Of Commerce (Bcom), Finance, General from University Of Alberta.
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Founder and President of High Level Wealth Management Inc. Former Portfolio Manager with a demonstrated history of working in government administration. Skilled in Fixed Income Securities, Databases, Institutional Investments, and Microsoft Excel. Strong finance professional with a Bachelor of Commerce (BCom) focused in Finance from University of Alberta and a CFA® charterholder.
Listed skills include Fixed Income, Securities, Investment Management, Mutual Funds, and 17 others.
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Edmonton, Alberta, Canada
High Level Wealth Management provides independent, evidence-based financial planning and wealth management services to Edmontonians. Our wealth management philosophy is guided by academic research and historical evidence in the hopes of creating a structured and repeatable process. We are committed to transparency, straightforward pricing, and ensuring the alignment of interests between financial advisors and clients.
Edmonton, Canada Area
Portfolio management and trading of internal fixed income portfolios to maximize returns while controlling risks.Monitoring capital markets and performing on-going economic, financial, and quantitative analysis to develop and monitor appropriate investment strategies for the portfolios.Managing ongoing cash inflows and outflows applicable to the portfolios.Researching new investment opportunities based on new products, legislative changes, or market… Show more Portfolio management and trading of internal fixed income portfolios to maximize returns while controlling risks.Monitoring capital markets and performing on-going economic, financial, and quantitative analysis to develop and monitor appropriate investment strategies for the portfolios.Managing ongoing cash inflows and outflows applicable to the portfolios.Researching new investment opportunities based on new products, legislative changes, or market developments.Monitoring the activity of global capital markets and maintaining a good understanding of the Canadian fixed income markets and settlement conventions.Forecasting movements in interest rates and credit spreads. Show less
Edmonton, Canada Area
Support the Portfolio Manager – Short-term Investments with cash flow forecasting and investment of excess funds in money market securities.Support the Portfolio Manager – Fixed Income with portfolio analysis, advanced Excel modelling, meeting with dealer community and issuers, fixed income security and interest rate derivative trade execution, and compliance monitoring.Support the Chief Investment Officer with planning and execution of asset mix rebalancing, monitoring external… Show more Support the Portfolio Manager – Short-term Investments with cash flow forecasting and investment of excess funds in money market securities.Support the Portfolio Manager – Fixed Income with portfolio analysis, advanced Excel modelling, meeting with dealer community and issuers, fixed income security and interest rate derivative trade execution, and compliance monitoring.Support the Chief Investment Officer with planning and execution of asset mix rebalancing, monitoring external investment managers, reporting on fund performance and characteristics to Investment Committee and City Council, analyzing and forecasting investment earnings, and external manager recruitment. Show less
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Kent Akgungor, Cfa works for High Level Wealth Management.
Kent Akgungor, Cfa is listed as President and Portfolio Manager at High Level Wealth Management.
AeroLeads has found 1 work email signal at @edmonton.ca for Kent Akgungor, Cfa at High Level Wealth Management.
Kent Akgungor, Cfa is based in Edmonton, Alberta, Canada while working with High Level Wealth Management.
Kent Akgungor, Cfa has worked for High Level Wealth Management, City Of Edmonton, and Suncor Energy.
You can use AeroLeads to view verified contact signals for Kent Akgungor, Cfa at High Level Wealth Management, including work email, phone, and LinkedIn data when available.
Kent Akgungor, Cfa holds Bachelor Of Commerce (Bcom), Finance, General from University Of Alberta.
Kent Akgungor, Cfa is listed with skills including Fixed Income, Securities, Investment Management, Mutual Funds, Portfolio Management, Chartered Financial Analyst, Financial Analysis, and Bonds.
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