Jeremy Velocci
Compliance Officer at Baker Gilmore & Associates, Inc.
Profile
Mr. Jeremy S.
Velocci, CFA, is a Chief Compliance Officer & Portfolio Manager at Baker Gilmore & Associates, Inc. He is responsible for credit research and security selection and ensuring regulatory compliance and adherence to industry standards.
He has 20 years of investment industry experience and has been with the firm since 2001.
Previously, he was a Financial Analyst at Future Electronics.
He earned a Bachelor of Administration degree from Bishop’s University, majoring in Finance and Economics.
He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Jeremy Velocci active positions
Companies | Position | Start |
---|---|---|
Baker Gilmore & Associates, Inc.
Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore & Associates, Inc. (Baker Gilmore) is an independent investment management firm headquartered in Montréal, Québec, Canada. The firm was founded in 1988 and they provide traditional and customized fixed income solutions and advice for mutual funds, pension funds, insurance companies, corporations and non-profit institutions. Baker Gilmore is a socially responsible investor and a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative. | Compliance Officer | 01/01/2023 |
Training of Jeremy Velocci
Bishop's 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 |
---|---|
Baker Gilmore & Associates, Inc.
Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore & Associates, Inc. (Baker Gilmore) is an independent investment management firm headquartered in Montréal, Québec, Canada. The firm was founded in 1988 and they provide traditional and customized fixed income solutions and advice for mutual funds, pension funds, insurance companies, corporations and non-profit institutions. Baker Gilmore is a socially responsible investor and a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative. | Finance |
- Stock Market
- Insiders
- Jeremy Velocci