Stephen Groff, Cfa

Stephen Groff, Cfa Email and Phone Number

Business Owner / Operator & Investor @ Happy Palm Stays
Stephen Groff, Cfa's Location
Toronto, Ontario, Canada, Canada
Stephen Groff, Cfa's Contact Details

Stephen Groff, Cfa personal email

About Stephen Groff, Cfa

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.

Stephen Groff, Cfa's Current Company Details
Happy Palm Stays

Happy Palm Stays

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Business Owner / Operator & Investor
Stephen Groff, Cfa Work Experience Details
  • Chellis Capital
    Company Owner
    Chellis Capital Jun 2024 - Present
    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.
  • Happy Palm Stays
    Partner
    Happy Palm Stays Aug 2022 - Present
    The largest and fastest growing owner & manager of vacation rental properties on the east coast of central Florida (Space & Treasure Coasts).
  • Burlington Street Partners
    Partner
    Burlington Street Partners Aug 2022 - May 2024
    Toronto, Ontario, Canada
  • Ci Investments Inc - Cambridge Global Asset Management
    Principal & Portfolio Manager
    Ci Investments Inc - Cambridge Global Asset Management May 2011 - Jul 2021
    Cambridge Global Asset Management
  • Fidelity Investments
    Equity Analyst
    Fidelity Investments Oct 2007 - Apr 2011

Stephen Groff, Cfa Skills

Equities Portfolio Management Investments Asset Allocation Financial Analysis Financial Modeling Wealth Management Mutual Funds Asset Management Investment Strategies Capital Markets Securities Fixed Income Valuation Bloomberg

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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