Craig Baun

Craig Baun Email and Phone Number

Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President @ Wellington-Altus Private Wealth
Calgary, AB, CA
Craig Baun's Location
Calgary, Alberta, Canada, Canada
Craig Baun's Contact Details
About Craig Baun

Experienced Senior Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Investor Relations, Securities, Investment Advisory, Mutual Funds, and Trading. Strong business development professional with a Bachelor of Commerce (B.Com.) focused in Accounting and Finance from University of Saskatchewan.

Craig Baun's Current Company Details
Wellington-Altus Private Wealth

Wellington-Altus Private Wealth

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Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President
Calgary, AB, CA
Website:
advisor.wellington-altus.ca/westoakfamilyoffice
Employees:
9
Craig Baun Work Experience Details
  • Wellington-Altus Private Wealth
    Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President
    Wellington-Altus Private Wealth
    Calgary, Ab, Ca
    View
  • Wellington-Altus Private Wealth
    Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President
    Wellington-Altus Private Wealth Nov 2019 - Present
    Calgary, Canada Area
    The Baun Investment Group specializes in Portfolio Management and Investment Selection services to high net worth and ultra-high net worth individuals and organizations.
    View
  • Wellington-Altus Private Wealth
    Senior Portfolio Manager, Senior Investment Advisor, At Wellington-Altus Private Wealth
    Wellington-Altus Private Wealth Nov 2019 - Present
    Calgary, Alberta, Canada
    View
  • Cibc Wood Gundy
    First Vice-President, Investment Advisor, Portfolio Manager
    Cibc Wood Gundy May 1998 - Nov 2019
    Calgary, Canada Area
    The Baun Investment Group at CIBC Wood Gundy specializes in portfolio management and investment selection services for high net worth individuals and organizations. Designated team members specialize in providing you customized services in all areas of Wealth Management including Financial and Estate Planning needs.
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Craig Baun Skills

Wealth Management Investments Portfolio Management Estate Planning Investment Strategies High Net Worth Individuals Finance Mutual Funds Trading Investment Advisory Retirement Planning Retirement Asset Management Financial Services Equities Investment Management Alternative Investments Financial Planning Asset Allocation Strategic Financial Planning Etfs Securities Financial Analysis Financial Advisory Financial Markets Capital Markets Bonds Hedge Funds Fixed Income Wealth Management Services Asset Managment Banking Corporate Finance Financial Modeling Relationship Management Wealth Equity Research Certified Financial Planner Derivatives Financial Risk Personal Financial Planning Private Equity Private Placements Valuation Bloomberg Credit Investment Banking Investor Relations Pensions Stocks

Craig Baun Education Details

Frequently Asked Questions about Craig Baun

What company does Craig Baun work for?

Craig Baun works for Wellington-Altus Private Wealth

What is Craig Baun's role at the current company?

Craig Baun's current role is Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President.

What is Craig Baun's email address?

Craig Baun's email address is cr****@****vate.ca

What schools did Craig Baun attend?

Craig Baun attended University Of Saskatchewan.

What skills is Craig Baun known for?

Craig Baun has skills like Wealth Management, Investments, Portfolio Management, Estate Planning, Investment Strategies, High Net Worth Individuals, Finance, Mutual Funds, Trading, Investment Advisory, Retirement Planning, Retirement.

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