Jeffrey Michael Adams
Portfolio Manager-Equities at Vancity Investment Management Ltd.
Profile
Mr. Jeffrey M.
Adams, CFA, is a Director & Portfolio Manager at Vancity Investment Management Ltd.
(VCIM).
He brings over 15 years of financial services experience.
Prior to joining VCIM, Mr. Adams was a Director and Portfolio Manager at one of Canada’s fastest growing investment companies.
He holds a BA in Economics as well as the Chartered Financial Analyst (CFA), Canadian Investment Manager (CIM), and Responsible Investment Specialist (RIS) designations.
Jeffrey Michael Adams active positions
| Companies | Position | Start |
|---|---|---|
Vancity Investment Management Ltd.
 Vancity Investment Management Ltd. Investment ManagersFinance Vancity Investment Management Ltd. (VCIM) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 1995 and is a wholly owned subsidiary of Vancouver City Savings Credit Union. VCIM is a subadvisor to the IA Clarington Inhance SRI funds. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Equities | - |
Former positions of Jeffrey Michael Adams
| Companies | Position | End |
|---|---|---|
OceanRock Investments, Inc.
 OceanRock Investments, Inc. Investment ManagersFinance Founded in 2010, OceanRock Investments, Inc. is a registered investment advisor located in Vancouver, British Columbia. The firm is a subsidiary of Qtrade Financial Group. | Analyst-Equity | 01/12/2018 |
Training of Jeffrey Michael Adams
| University of Calgary | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
OceanRock Investments, Inc.
OceanRock Investments, Inc. Investment ManagersFinance Founded in 2010, OceanRock Investments, Inc. is a registered investment advisor located in Vancouver, British Columbia. The firm is a subsidiary of Qtrade Financial Group. | Finance |
Vancity Investment Management Ltd.
Vancity Investment Management Ltd. Investment ManagersFinance Vancity Investment Management Ltd. (VCIM) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 1995 and is a wholly owned subsidiary of Vancouver City Savings Credit Union. VCIM is a subadvisor to the IA Clarington Inhance SRI funds. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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