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Stephan Smith, Cfa, Mba is listed as Chief Investment Officer at Chronicle Wealth at Chronicle Wealth, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at chroniclewealth.com and a matched LinkedIn profile for Stephan Smith, Cfa, Mba.
Stephan Smith, Cfa, Mba previously worked as Chief Investment Officer at Chronicle Wealth and Portfolio Manager at 1832 Asset Management LP at Scotiabank. Stephan Smith, Cfa, Mba holds B. Commerce from Queen'S University.
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AeroLeads found 1 current-domain work email signal for Stephan Smith, Cfa, Mba. Compare company email patterns before reaching out.
Stephan Smith, Cfa, Mba is a Chief Investment Officer at Chronicle Wealth at Chronicle Wealth. He possess expertise in equity research, equities, valuation, financial modeling, asset management and 14 more skills.
Listed skills include Equity Research, Equities, Valuation, Financial Modeling, and 15 others.
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Toronto, Ontario, Ca
- Sets appropriate asset allocation for clients, selects investments across a range of equities, fixed income, real estate, and alternative asset classes, and then implements in a tax-efficient manner across client accounts.- Serves as firm's Chief Compliance Officer.
Toronto, Ontario, Ca
- Selected as one of Canada’s TopGun Investment Minds for 2017/18 and 2018/19 by Brendan Wood International- Focused on finding differentiated, highly researched North American and European investment ideas. Ideas supported a variety of North American large cap, Global, Canadian large cap, and Canadian small cap mandates- Promoted directly from Analyst to Portfolio Manager in January 2016, bypassing the Associate Portfolio Manager level
Toronto, Ontario, Ca
- Generated positive alpha on analyst stock recommendation list in each of 2012, 2013, 2014 and 2015
- Focused on finding highly-researched fundamental North American investment opportunities across a range of industries to support concentrated investment portfolios - Name Lead Analyst on firm's Canadian Equity mandate
New York, Ny, Us
- Promoted directly from analyst position and ranked in top group of respective North American associate and analyst classes for three consecutive years - Helped develop long term financial plan for Air Canada Maintenance division (ACTS) as part of carve out transaction, including acquisition of Latin American operation and sale to a private equity firm- Conducted extensive valuation work as part of Microcell Telecommunications’ defence of hostile bid from TELUS Corp. and subsequent sale to Rogers Communications- Coordinated M&A transaction due diligence efforts as part of Zenon Environmental’s sale to General Electric- Part of transaction team for Brookfield Timberlands debt financing, Bombardier bond financing, and Telesystem International Wireless equity offering
Toronto, On, Ca
- Ranked in top group of U.S. analyst class in both 2012 and 2013- Developed extensive financial model for Huntsman Chemical’s new holding company for mezzanine financing - Built financial plan for new financial entity as part of IMC Global’s asset-backed financing- Part of transaction team for recap transaction for Euramax International and Coeur d’Alene Mines equity financing
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Stephan Smith, Cfa, Mba works for Chronicle Wealth.
Stephan Smith, Cfa, Mba is listed as Chief Investment Officer at Chronicle Wealth at Chronicle Wealth.
AeroLeads has found 1 work email signal at @chroniclewealth.com for Stephan Smith, Cfa, Mba at Chronicle Wealth.
Stephan Smith, Cfa, Mba is based in Toronto, Ontario, Canada while working with Chronicle Wealth.
Stephan Smith, Cfa, Mba has worked for Chronicle Wealth, Scotiabank, Manitou Investment Management, Jpmorgan Chase, and Cibc World Markets.
You can use AeroLeads to view verified contact signals for Stephan Smith, Cfa, Mba at Chronicle Wealth, including work email, phone, and LinkedIn data when available.
Stephan Smith, Cfa, Mba holds B. Commerce from Queen'S University.
Stephan Smith, Cfa, Mba is listed with skills including Equity Research, Equities, Valuation, Financial Modeling, Asset Management, Capital Markets, Corporate Finance, and Due Diligence.
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