Morgan Steele Email
Portfolio Manager @ CG Wealth Management Canada
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Morgan Steele Location
- Canada
Morgan Steele Work
- 2018 - now Portfolio Manager @
- 2018 - 2018 Portfolio Manager @
- 2014 - 2018 Associate Investment Advisor @
- 2013 - 2014 Investment Analyst @
- 2013 - 2013 Equity Research Associate @
- 2012 - 2013 Associate @
- 2011 - 2012 Associate @
- 2011 - 2011 Business Analyst @ MacDonald Mines Exploration
- 2008 - 2008 Co-op Student @
Morgan Steele Education
- Dalhousie University
Bachelor of Commerce (Finance)
2006 - 2010
Morgan Steele Skills
- Wealth Management
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investment Strategies
- Securities
- Data Analysis
- Investments
- Bloomberg
- Microsoft Word
- Public Speaking
- Fixed Income
- Customer Service
- Financial Analysis
- Equities
- Mutual Funds
- Equity Research
Morgan Steele Summary
- Morgan Steele, based in Canada, is currently a Portfolio Manager at Canaccord Genuity Wealth Management Canada. Morgan Steele brings experience from previous roles at Richardson GMP, IA Clarington Investments and Radin Capital Partners. Morgan Steele holds a 2006 - 2010 Bachelor of Commerce in Finance @ Dalhousie University. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Modeling, Capital Markets, Investment Strategies and more. Morgan Steele has 1 emails on RocketReach.
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