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
- Chief Investment Officer and Head of Investment Solutions @ (June 2025 - Present)
- Vice President, Investments and Lead Portfolio Manager @ (October 2024 - June 2025)
- Vice President, Portfolio Solutions and Strategy, Portfolio Manager @ (January 2020 - October 2024)
- Portfolio Manager, Head of Research @ (September 2016 - January 2020)
- Portfolio Manager, US Equities @ (January 2014 - August 2016)
- Co-Founder, Portfolio Manager @ Terrapoint Capital Management Inc. (March 2012 - December 2013)
- Principal, Equity Research @ (November 2008 - November 2011)
- Senior Consumer Analyst @ (July 2005 - October 2008)
- Analyst @ (June 2004 - August 2004)
- Product Manager @ Borgfeldt Importing (April 2001 - August 2003)
- Equity Sales @ (January 1999 - December 2000)
Adam Murl Education
- Columbia | SIPA
MIA (International Finance)
2003-2005 - Queen's University
B.Comm (Finance)
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 MIA in International Finance @ 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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