Stephen Roberts Email & Phone Number
Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Stephen Roberts Location
- Vancouver, BC, CA
Stephen Roberts Work
- 2017 -now Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) @
- 2014 -2016 VP Business Development @
- 2012 -2014 VP - Investor Relations @ Oceanic Iron Ore
- 2012 -2014 Director - Corporate Development @ Encanto Potash Corp
- 2009 -2012 Senior Vice-President, Investor Relations @
- 2004 -2009 Director - US Equity Sales @
- 2000 -2004 Vice President, US Equity Sales @ Credit Suisse First Boston, London
Stephen Roberts Education
- Canadian Securities Institute
Chartered Investment Manager (Investment Management)
2017-2018 - CFA Institute
Chartered Financial Analyst - Level 1 Completed (Investments and Securities)
2000-2000 - British Columbia Institute of Technology
Financial Accounting (Accounting and Finance)
1998-1998 - Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
1998-1998 - The University of British Columbia
Bachelor of Arts (B.A.) (International Relations and Affairs)
1990-1995
Stephen Roberts Summary
- Stephen Roberts, based in Vancouver, BC, CA, is currently a Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) at Connor, Clark & Lunn Private Capital Ltd.. Stephen Roberts brings experience from previous roles at Maxam Capital Management Ltd., Oceanic Iron Ore, Encanto Potash Corp and Endeavour Mining. Stephen Roberts holds a 2017 - 2018 Chartered Investment Manager in Investment Management @ Canadian Securities Institute. Stephen Roberts has 2 emails and 1 mobile phone numbers on RocketReach.
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