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Stephen Groff, Cfa is listed as Business Owner / Operator & Investor at Happy Palm Stays, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Stephen Groff, Cfa.
Stephen Groff, Cfa previously worked as Company Owner at Chellis Capital and Partner at Happy Palm Stays. Stephen Groff, Cfa studied at Wilfrid Laurier University.
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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.
Listed skills include Equities, Portfolio Management, Investments, Asset Allocation, and 11 others.
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Toronto, Ontario, Canada
Chellis Capital is a private family office investing in small-mid sized North American businesses. Visit www.chelliscapital.com for more information.
The largest and fastest growing owner & manager of vacation rental properties on the east coast of central Florida (Space & Treasure Coasts).
Cambridge Global Asset Management
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Stephen Groff, Cfa works for Happy Palm Stays.
Stephen Groff, Cfa is listed as Business Owner / Operator & Investor at Happy Palm Stays.
Stephen Groff, Cfa is based in Toronto, Ontario, Canada while working with Happy Palm Stays.
Stephen Groff, Cfa has worked for Chellis Capital, Happy Palm Stays, Burlington Street Partners, Ci Investments Inc - Cambridge Global Asset Management, and Fidelity Investments.
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Stephen Groff, Cfa studied at Wilfrid Laurier University.
Stephen Groff, Cfa is listed with skills including Equities, Portfolio Management, Investments, Asset Allocation, Financial Analysis, Financial Modeling, Wealth Management, and Mutual Funds.
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