Profile
Mr. Kefalas has over twenty years experience in the investment industry.
Since 1985, he has been instrumental in the development of the firm’s technical and tactical market timing models, and continues to devote his efforts to enhancing its leading-edge performance.
His analyses of the modeling data provide a basis for Norshield’s strategic investment approach.
His areas of expertise include the U.S.
equities, debt and commodity futures markets.
Mr. Kefalas graduated from McGill University with a Bachelor of Commerce degree, with a major in Finance and a minor in International Business.
He also holds Series 3 and CSI accreditation.
Former positions of Peter Kefalas
| Companies | Position | End |
|---|---|---|
Norshield Financial Group (Olympus United Group)
 Norshield Financial Group (Olympus United Group) Investment ManagersFinance Montréal-based Norshield Financial Group provides alternative investment advice to a range of clients, including financial intermediaries, institutions, pension and investment funds, foundations and high net worth individuals | Portfolio Manager-Equities | 29/07/2005 |
Global Securities Corp.
 Global Securities Corp. Investment Banks/BrokersFinance Founded in 1987, Global Securities Corp. (GSC) is full-service brokerage firm located in Vancouver, British Columbia, Canada. The firm is a subsidiary of PI Financial Corp. They specialize in identifying investment opportunities around the world, with a strong focus on Canada and the US. They work closely with both individual and institutional clients. GSC uses a bottom-up approach in stock selection process. Rather than focus on a specific market sector, their analysts' preference is to pick stocks that have sound fundamentals and satisfy rigorous investment criteria. | Corporate Officer/Principal | - |
Training of Peter Kefalas
| McGill University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Norshield Financial Group (Olympus United Group)
Norshield Financial Group (Olympus United Group) Investment ManagersFinance Montréal-based Norshield Financial Group provides alternative investment advice to a range of clients, including financial intermediaries, institutions, pension and investment funds, foundations and high net worth individuals | Finance |
Global Securities Corp.
Global Securities Corp. Investment Banks/BrokersFinance Founded in 1987, Global Securities Corp. (GSC) is full-service brokerage firm located in Vancouver, British Columbia, Canada. The firm is a subsidiary of PI Financial Corp. They specialize in identifying investment opportunities around the world, with a strong focus on Canada and the US. They work closely with both individual and institutional clients. GSC uses a bottom-up approach in stock selection process. Rather than focus on a specific market sector, their analysts' preference is to pick stocks that have sound fundamentals and satisfy rigorous investment criteria. | Finance |
- Stock Market
- Insiders
- Peter Kefalas
