Stephen Roberts Email & Phone Number
@maxamcm.com
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Who is Stephen Roberts? Overview
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Stephen Roberts is listed as Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd., a with 152 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at maxamcm.com and a matched LinkedIn profile for Stephen Roberts.
Stephen Roberts previously worked as Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Private Capital Ltd. and VP Business Development at Maxam Capital Management Ltd.. Stephen Roberts holds Chartered Investment Manager, Investment Management from Canadian Securities Institute.
Email format at Connor, Clark & Lunn Private Capital Ltd.
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AeroLeads found 1 current-domain work email signal for Stephen Roberts. Compare company email patterns before reaching out.
About Stephen Roberts
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Having worked in the financial services industry for over 20 years, I gained my financial expertise in roles at Bank of America and Credit Suisse, as well as at various commodity producers and developers. During my career, I spent over a decade working in London, UK advising institutional portfolio managers and hedge funds as they invested in the US equity market. I hold a B.A. in International Relations from the University of British Columbia as well as the Chartered Investment Manager (CIM) designation. Born and raised in Vancouver, I enjoy an active lifestyle that includes regularly playing golf, tennis and squash, as well as spending time in the mountains. I serve on the Board of the Capilano Golf & Country Club and I am involved in fundraising efforts with SPARKLE, a benefit that supports the BC Women’s Hospital & Health Foundation. I love spending time with friends and family.
Listed skills include Investment Management, Investments, Finance, Equities, and 14 others.
Stephen Roberts's current company
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Stephen Roberts work experience
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Wealth Advisor, Associate Advising Representative
CurrentBy introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms.
Vp Business Development
Maxam Capital Management Ltd. is an independent Vancouver-based investment management firm. As Vice President, my primary role is to lead the firm’s business development initiatives. I began my career as a FX salesman for Bank of America in Vancouver. After relocating to London, U.K. in 1998, I spent 11 years at Credit Suisse First Boston & Bank of America working as a senior U.S. Equity salesman covering many of the largest institutions & hedge funds in the U.K. With over 18 years' experience in the financial services industry, I bring a wealth of investment knowledge and deep understanding of the capital markets as well as an established base of investor contacts in North America and Europe to Maxam.
Vp - Investor Relations
Director - Corporate Development
Senior Vice-President, Investor Relations
Endeavour is a gold producer. We also hold an extensive exploration land position and various advanced-stage development gold projects in West Africa. We have a growth strategy, supported by financial resources and management's company building expertise, to become an intermediate gold producer through strategic acquisitions. The common shares of Endeavour Mining Corporation are traded on the Toronto Stock Exchange under the symbol EDV.
Director - Us Equity Sales
US Equity Sales to London based institutions & hedge funds
Vice President, Us Equity Sales
US Equity Sales to London institutions & hedge funds
Colleagues at Connor, Clark & Lunn Private Capital Ltd.
Other employees you can reach at cclprivatecapital.com. View company contacts for 152 employees →
Marisol F
Colleague at Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada
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Anushka S.
Colleague at Connor, Clark & Lunn Private Capital Ltd.Markham, Ontario, Canada
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Salma Mamlouk
Colleague at Connor, Clark & Lunn Private Capital Ltd.Toronto, Ontario, Canada
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Brendan Livingstone, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd.Toronto, Ontario, Canada
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Chase Moreira
Colleague at Connor, Clark & Lunn Private Capital Ltd.Edmonton, Alberta, Canada
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Geraldine L.
Colleague at Connor, Clark & Lunn Private Capital Ltd.Greater Toronto Area, Canada
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Erwin Hsiung
Colleague at Connor, Clark & Lunn Private Capital Ltd.Greater Vancouver Metropolitan Area, Canada
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Daniel Wong, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd.Vancouver, British Columbia, Canada
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JZ
Jeff Z.
Colleague at Connor, Clark & Lunn Private Capital Ltd.Greater Vancouver Metropolitan Area, Canada
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Nicole Kachmarski
Colleague at Connor, Clark & Lunn Private Capital Ltd.Canada
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Stephen Roberts education
Chartered Investment Manager, Investment Management
Chartered Financial Analyst - Level 1 Completed, Investments And Securities
Financial Accounting, Accounting And Finance, 1St
Canadian Securities Course, Investments And Securities
Bachelor Of Arts (B.A.), International Relations And Affairs
Frequently asked questions about Stephen Roberts
Quick answers generated from the profile data available on this page.
What company does Stephen Roberts work for?
Stephen Roberts works for Connor, Clark & Lunn Private Capital Ltd..
What is Stephen Roberts's role at Connor, Clark & Lunn Private Capital Ltd.?
Stephen Roberts is listed as Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd..
What is Stephen Roberts's email address?
AeroLeads has found 1 work email signal at @maxamcm.com for Stephen Roberts at Connor, Clark & Lunn Private Capital Ltd..
Where is Stephen Roberts based?
Stephen Roberts is based in Vancouver, British Columbia, Canada while working with Connor, Clark & Lunn Private Capital Ltd..
What companies has Stephen Roberts worked for?
Stephen Roberts has worked for Connor, Clark & Lunn Private Capital Ltd., Maxam Capital Management Ltd., Oceanic Iron Ore, Encanto Potash Corp, and Endeavour Mining.
Who are Stephen Roberts's colleagues at Connor, Clark & Lunn Private Capital Ltd.?
Stephen Roberts's colleagues at Connor, Clark & Lunn Private Capital Ltd. include Marisol F, Anushka S., Salma Mamlouk, Brendan Livingstone, Cfa, and Chase Moreira.
How can I contact Stephen Roberts?
You can use AeroLeads to view verified contact signals for Stephen Roberts at Connor, Clark & Lunn Private Capital Ltd., including work email, phone, and LinkedIn data when available.
What schools did Stephen Roberts attend?
Stephen Roberts holds Chartered Investment Manager, Investment Management from Canadian Securities Institute.
What skills is Stephen Roberts known for?
Stephen Roberts is listed with skills including Investment Management, Investments, Finance, Equities, Hedge Funds, Business Development, Investor Relations, and Mergers And Acquisitions.
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