Cathy Urquhart
Portfolio Manager-Equities at Cypress Capital Management Ltd. (Canada)
Profile
Ms. Catherine E.
Urquhart, CFA, is a Portfolio Manager at Cypress Capital Management Ltd.
Ms. Urquhart and worked for local and national investment firms in a variety of roles, including opening a financial planning branch for a local credit union.
She joined BMO Nesbitt Burns in 1998 as an Investment Advisor to high net worth private clients as well as working in a managerial role.
She received her undergraduate degree in Business Administration from Simon Fraser University in 1990 her Chartered Financial Analyst designation in 2003.
Cathy Urquhart active positions
| Companies | Position | Start |
|---|---|---|
Cypress Capital Management Ltd. (Canada)
 Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Portfolio Manager-Equities | 01/01/2005 |
Training of Cathy Urquhart
| Simon Fraser University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Cypress Capital Management Ltd. (Canada)
Cypress Capital Management Ltd. (Canada) Investment ManagersFinance Cypress Capital Management Ltd. (CCM) is a Canadian wealth management firm and registered investment advisor headquartered in Vancouver. The firm was founded in 1998 by Thomas Dean, Gregory Bay, and Anthony Werry. CCM provides investment counsel and portfolio management to institutional clients and balanced portfolio management to high-net-worth individuals, such as estates, trusts, and holding companies. | Finance |
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