Stephen Groff, Cfa Email and Phone Number
Stephen Groff, Cfa personal email
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Steve is an owner of / investor in small businesses who enjoys being involved in oversight and operations. He is actively looking to acquire or partner with an additional company who would be the right fit. Steve is a Partner in Happy Palm Stays. He is active in its management and has helped build this family business into the largest and fastest growing owner & manager of vacation rental properties on the east coast of central Florida (Space & Treasure Coasts).Steve was a Partner at Burlington Street Partners, a firm focused on acquiring & operating private businesses using partner capital. During his time he was involved in deal origination and operations, with a focus on the successful transition of owners and their responsibilities. Steve remains an advisor to BSP and investor in multiple portfolio companies. Before the shift to the world of small business, he was an award-winning Portfolio Manager with over 14 years of investment management experience. Formerly a Portfolio Manager and Partner at Cambridge / CI Global Asset Management, he started his career in the investment industry in 2007 at Fidelity Investments and joined CI Investments / Cambridge in 2011.He was a fundamental bottom-up stock picker who has constructed portfolios which demonstrated strong-risk adjusted returns. He managed multiple billions in AUM on behalf of hundreds of thousands of retail and institutional clients across Canada.During this time, he was recognized with numerous third party awards, including the co-winner of the Morningstar Breakout Fund Manager of the Year, winner of the 2019 Lipper Award for the Canadian Dividend category and a TopGun Investment Mind in the Brendan Wood International Canadian investment rankings from 2015 to 2019.
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Company OwnerChellis Capital Jun 2024 - PresentToronto, Ontario, CanadaChellis Capital is a private family office investing in small-mid sized North American businesses. Visit www.chelliscapital.com for more information.
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PartnerHappy Palm Stays Aug 2022 - PresentThe largest and fastest growing owner & manager of vacation rental properties on the east coast of central Florida (Space & Treasure Coasts). -
PartnerBurlington Street Partners Aug 2022 - May 2024Toronto, Ontario, Canada -
Principal & Portfolio ManagerCi Investments Inc - Cambridge Global Asset Management May 2011 - Jul 2021Cambridge Global Asset Management -
Equity AnalystFidelity Investments Oct 2007 - Apr 2011
Stephen Groff, Cfa Skills
Stephen Groff, Cfa Education Details
Frequently Asked Questions about Stephen Groff, Cfa
What company does Stephen Groff, Cfa work for?
Stephen Groff, Cfa works for Happy Palm Stays
What is Stephen Groff, Cfa's role at the current company?
Stephen Groff, Cfa's current role is Business Owner / Operator & Investor.
What is Stephen Groff, Cfa's email address?
Stephen Groff, Cfa's email address is st****@****ail.com
What schools did Stephen Groff, Cfa attend?
Stephen Groff, Cfa attended Wilfrid Laurier University.
What skills is Stephen Groff, Cfa known for?
Stephen Groff, Cfa has skills like Equities, Portfolio Management, Investments, Asset Allocation, Financial Analysis, Financial Modeling, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Capital Markets, Securities.
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