James Virgo Email
Senior Vice President and Chief Investment Officer @ West Oak Family Office
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James Virgo Location
- Toronto, ON, CA
James Virgo Work
- 2025 -now Senior Vice President and Chief Investment Officer @
- 2024 -2025 Co- CIO, Head of Multi-Asset Income Solutions - Independent Advisor Solutions @
- 2022 -2024 Senior Vice President and Lead Portfolio Manager - Wellington-Altus Private Wealth @
- 2021 -2022 Supervising Portfolio Manager @ CI Financial - Assante Wealth Management
- 2020 -2021 Partner, Private Wealth Management Leader - Canada @
- 2010 -2020 National Vice President, Head @ MD Private Investment Counsel
- 2008 -2010 Investment Counselor @
- 1999 -2008 Portfolio Manager Senior Fixed Income Analyst and Trader @
James Virgo Education
- University of Regina
Bachelor of Business Administration - BBA
- University of Regina
Master of Business Administration - MBA
James Virgo Skills
- Portfolio Management
- Investments
- Wealth Management
- Asset Allocation
- Asset Management
- Investment Strategies
- Equities
- Fixed Income
- Mutual Funds
- Investment Advisory
- Capital Markets
- Hedge Funds
- Retirement Planning
- Alternative Investments
- Derivatives
- Strategic Financial Planning
- Investment Management
- Bloomberg
- Risk Management
- Financial Analysis
- Financial Modeling
- Team Building
- Business Development
- Customer Service
- Project Management
- Finance
James Virgo Summary
- James Virgo, based in Toronto, ON, CA, is currently a Senior Vice President and Chief Investment Officer at Wellington-Altus. James Virgo brings experience from previous roles at Wellington-Altus, Wellington-Altus Private Wealth, CI Financial - Assante Wealth Management and Mercer. James Virgo holds a Bachelor of Business Administration - BBA @ University of Regina. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Asset Allocation, Asset Management and more. James Virgo has 1 emails on RocketReach.
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