Profile
Mr. Bansal is a Chartered Financial Analyst, a Certified Financial Planner and named a Fellow of the Canadian Securities Institute.
Prior to joining Cumberland, Mr. Bansal managed private client portfolios for Scotia Cassels Investment Counsel.
Former positions of Raj Bansal
| Companies | Position | End |
|---|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Portfolio Manager-Equities | 30/03/2008 |
Training of Raj Bansal
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
Lake Superior State University
Lake Superior State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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