Stephen Roberts Email & Phone Number
Wealth Advisor, Associate Advising Representative @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Stephen Roberts's Location
Vancouver, BC, CA
Stephen Roberts's Work
- Wealth Advisor, Associate Advising Representative @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)
- VP Business Development @ Maxam Capital Management Ltd.
- VP - Investor Relations @ Oceanic Iron Ore
- Director - Corporate Development @ Encanto Potash Corp
- Senior Vice-President, Investor Relations @ Endeavour Mining
- Director - US Equity Sales @ Bank of America
- Vice President, US Equity Sales @ Credit Suisse First Boston, London
Stephen Roberts's 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's Skills
- Investment Management
- Investments
- Finance
- Equities
- Hedge Funds
- Business Development
- Investor Relations
- Mergers and Acquisitions
- Capital Markets
- Gold
Stephen Roberts's Summary
Stephen Roberts, based in Vancouver, BC, CA, is currently a Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Private Capital Ltd., bringing 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. With a robust skill set that includes Investment Management, Investments, Finance, Equities, Hedge Funds and more, Stephen Roberts contributes valuable insights to the industry. Stephen Roberts has 3 emails on RocketReach.
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JoAnne Mulligan
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