Joe Fei
Private Equity Investor at Nicola Wealth Management Ltd. (Private Equity)
Profile
Mr. Joseph Fei, CFA, is a Portfolio Manager at Nicola Wealth Management Ltd.
Mr. Fei was previously employed as a Partner, Portfolio Manager & Senior Analyst by Radin Capital Partners, Inc., a Junior Research Analyst by Franklin Templeton Investments Corp., and an Associate by Octagon Capital Corp.
He holds a Bachelor of Arts Degree in Economics from the University of British Columbia and a Master of Economics degree from Simon Fraser University.
He is a Chartered Financial Analyst.
Joe Fei active positions
Companies | Position | Start |
---|---|---|
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Private Equity Investor | 31/12/2021 |
Former positions of Joe Fei
Companies | Position | End |
---|---|---|
Radin Capital Partners, Inc.
Radin Capital Partners, Inc. Investment ManagersFinance Radin Capital Partners, Inc. (Radin) is an independent, employee-owned investment management firm headquartered in Toronto, Canada. The firm was founded by Bradley Radin in 2011. Radin provides both retail and institutional investors with high-performing global equity mandates for their long-term portfolios. The firm manages a global equity long/short fund, a global equity long only institutional trust and sub-advises a global equity mutual fund on behalf of a Canadian insurance company. | Analyst-Equity | 30/11/2021 |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Analyst-Equity | 31/12/2010 |
Octagon Capital Corp.
Octagon Capital Corp. Investment Banks/BrokersFinance Founded in 1993, Octagon Capital Corp. is a full-service broker/dealer located in Toronto with additional offices in Calgary and Vancouver. The firm provides services to institutional investors, issuing companies and retail clients. Octagon Capital provides research, investment banking, institutional sales and trading and private client group services. Their research focuses on, but is not limited to, the mining and energy sectors | Analyst-Equity | 31/12/2006 |
Training of Joe Fei
University of British Columbia | Undergraduate Degree |
Simon Fraser University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Octagon Capital Corp.
Octagon Capital Corp. Investment Banks/BrokersFinance Founded in 1993, Octagon Capital Corp. is a full-service broker/dealer located in Toronto with additional offices in Calgary and Vancouver. The firm provides services to institutional investors, issuing companies and retail clients. Octagon Capital provides research, investment banking, institutional sales and trading and private client group services. Their research focuses on, but is not limited to, the mining and energy sectors | Finance |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Finance |
Radin Capital Partners, Inc.
Radin Capital Partners, Inc. Investment ManagersFinance Radin Capital Partners, Inc. (Radin) is an independent, employee-owned investment management firm headquartered in Toronto, Canada. The firm was founded by Bradley Radin in 2011. Radin provides both retail and institutional investors with high-performing global equity mandates for their long-term portfolios. The firm manages a global equity long/short fund, a global equity long only institutional trust and sub-advises a global equity mutual fund on behalf of a Canadian insurance company. | Finance |
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Finance |
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