Stephen Roberts Email & Phone Number

Stephen Roberts Email & Phone Number

Wealth Advisor @ CC and L Private Capital | Chartered Investment Manager (CIM®) @ Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Stephen Roberts Location

Vancouver, BC, CA

Stephen Roberts Work

  • 2012 - 2014 Director - Corporate Development @ Encanto Potash Corp
  • 2009 - 2012 Senior Vice-President, Investor Relations @ Endeavour Mining
  • 2004 - 2009 Director - US Equity Sales @ Bank of America
  • 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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