Adam Murl Email & Phone Number
Chief Investment Officer and Head of Investment Solutions @ Worldsource Wealth Management
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Adam Murl Location
- Toronto, ON, CA
Adam Murl Work
- 2025 -now Chief Investment Officer and Head of Investment Solutions @
- 2024 -2025 Vice President, Investments and Lead Portfolio Manager @
- 2020 -2024 Vice President, Portfolio Solutions and Strategy, Portfolio Manager @
- 2016 -2020 Portfolio Manager, Head of Research @
- 2014 -2016 Portfolio Manager, US Equities @
- 2012 -2013 Co-Founder, Portfolio Manager @ Terrapoint Capital Management Inc.
- 2008 -2011 Principal, Equity Research @
- 2005 -2008 Senior Consumer Analyst @
- 2004 -2004 Analyst @
- 2001 -2003 Product Manager @ Borgfeldt Importing
- 1999 -2000 Equity Sales @
Adam Murl Education
- Columbia | SIPA 2003-2005
- Queen's University 1994-1998
Adam Murl Skills
- Macroeconomics
- Securities
- Financial Modeling
- Equity Valuation
- Project Management
- Investments
- Portfolio Management
- Equities
- Strategic Planning
- Renewable Energy
- Sustainable Agriculture
- Research
- Analysis
- Microsoft Office
- Sales
- Emerging Markets
- Capital Markets
- Financial Analysis
- Equity Research
- Social Media
- Generalist
- Leadership
- Absolute Return
- Valuation
- Asset Allocation
- Tactical Asset Allocation
- Microsoft Excel
- Portfolio Managers
- Economic Research
Adam Murl Summary
- Adam Murl, based in Toronto, ON, CA, is currently a Chief Investment Officer and Head of Investment Solutions at Worldsource Wealth Management. Adam Murl brings experience from previous roles at Wellington-Altus, Guardian Capital Group, Equium Capital Management Inc. and Cumberland Private Wealth Management Inc.. Adam Murl holds a 2003 - 2005 Columbia | SIPA. With a robust skill set that includes Macroeconomics, Securities, Financial Modeling, Equity Valuation, Project Management and more. Adam Murl has 2 emails on RocketReach.
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