Jordan McNamee Email & Phone Number
Founder and Chief Investment Officer @ Optimist Fund
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Jordan McNamee Location
- Toronto, ON, CA
Jordan McNamee Work
- Founder and Chief Investment Officer @ (October 2021 - Present)
- Global Small Cap Portfolio Manager @ (May 2021 - September 2021)
- Associate Portfolio Manager - Global Small Cap @ Cambridge Global Asset Management (December 2019 - May 2021)
- Analyst - Global Small Cap @ Cambridge Global Asset Management (March 2019 - December 2019)
- Analyst - Global Tech, Media, Telecom @ Cambridge Global Asset Management (November 2014 - March 2019)
- Portfolio Manager @ Laurier Student Investment Fund (May 2013 - August 2014)
- Analyst @ Laurier Student Investment Fund (June 2012 - May 2013)
- Analyst @ Laurier Start-Up Fund (April 2014 - July 2014)
- Equity Research Associate (Co-op) @ (May 2012 - April 2013)
Jordan McNamee Education
- Wilfrid Laurier University
Bachelor of Business Administration (BBA) (Finance, General)
2010-2014 - CFA Institute
CFA Charterholder
2020 - Canadian Securities Institute
Canadian Securities Course
Jordan McNamee Skills
- Analysis
- Bloomberg
- Derivatives
- Due Diligence
- Equities
- Equity Research
- Equity Valuation
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Microsoft Excel
- Portfolio Management
- Teamwork
- Time Management
- Valuation
Jordan McNamee Summary
- Jordan McNamee, based in Toronto, ON, CA, is currently a Founder and Chief Investment Officer at Optimist Fund. Jordan McNamee brings experience from previous roles at CI Global Asset Management and Cambridge Global Asset Management. Jordan McNamee holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Finance, General @ Wilfrid Laurier University. With a robust skill set that includes Analysis, Bloomberg, Derivatives, Due Diligence, Equities and more. Jordan McNamee has 1 emails and 2 mobile phone numbers on RocketReach.
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