Chad Larson Email & Phone Number
Senior Portfolio Manager @ CG Wealth Management Canada
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Chad Larson Location
- Canada
Chad Larson Work
- 2018 -now Senior Portfolio Manager @
- 2022 -2024 Board Member @
- 2011 -2018 Senior Vice President, Portfolio Manager @
- 2010 -2011 Investment Advisor and Associate Portfolio Manager @
- 2004 -2010 Investment Advisor @ Acumen Capital
- 2003 -2003 Associate @
Chad Larson Education
- University of Calgary
BA (Economics)
2001-2004
Chad Larson Skills
- Equities
- Wealth Management
- Capital Markets
- Fixed Income
- Securities
- Investments
- Corporate Finance
- Trading
- Strategy
- Bonds
- Private Equity
- Financial Analysis
- Portfolio Management
- Hedge Funds
- Risk Management
- Wealth
- Options Strategies
- Insurance
- Stock Market
- Credit Risk
- Spread Trading
- Convertible Arbitrage
- Volatility Arbitrage
- Interest Rate Hedging
- Convertible Bonds
- Bond Pricing
- Private Foundations
- Wealth Managemnt
- Board of Director experience
- Charity
- Charitable Trusts
- Board of Directors
- Financial Planning
- Private Banking
- Client Services
- Multi-generational wealth transfer
- Wealth Preservation
- Finance
- Investment Strategies
- Asset Management
- Investment Advisory
- Asset Allocation
- Financial Modeling
- Investment Banking
- Alternative Investments
- Banking
- Financial Advisory
- Valuation
- Retirement Planning
- Business Strategy
- Customer Service
- Project Management
- Multi Generational Wealth Transfer
Chad Larson Summary
- Chad Larson, based in Canada, is currently a Senior Portfolio Manager at Canaccord Genuity Wealth Management Canada. Chad Larson brings experience from previous roles at Contemporary Calgary, National Bank Financial, Wellington West and Acumen Capital. Chad Larson holds a 2001 - 2004 BA in Economics @ University of Calgary. With a robust skill set that includes Equities, Wealth Management, Capital Markets, Fixed Income, Securities and more. Chad Larson has 2 emails and 1 mobile phone numbers on RocketReach.
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