Roman Medyk
Portfolio Manager-Equities at BMO Private Investment Counsel, Inc.
Network origin in Roman Medyk first degree
Entity | Entity type | Industry | |
---|---|---|---|
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US.
14
| Subsidiary | Investment Managers | 14 |
University of St. Michael's College
3
| College/University | Other Consumer Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roman Medyk via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Investment Committee Member | |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal | |
CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Chief Executive Officer | |
EASTERN RESOURCES, INC. | Other Metals/Minerals | Director of Finance/CFO | |
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Investment Managers | Chief Executive Officer | |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
BMO Mutual Funds | Director of Finance/CFO | ||
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Head-Equity Investments Head-Equity Investments | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Queen's University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Investment Managers | Investment Committee Member | |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Toronto | College/University | Masters Business Admin | |
Widener University | College/University | Graduate Degree | |
BMO LONG-TERM US TREASURY BOND INDEX ETF | Investment Trusts/Mutual Funds | Chief Investment Officer | |
McMaster University | College/University | Undergraduate Degree | |
Toronto Metropolitan University of | College/University | Undergraduate Degree | |
BMO Investments, Inc.
BMO Investments, Inc. Investment ManagersFinance Part of Bank of Montreal, BMO Investments, Inc. is a company based in Toronto, Canada. The CEO of the Canadian company is Kevin Gopaul. | Investment Managers | Director/Board Member | |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Investment Managers | Portfolio Manager-Equities | |
Crown Life Insurance Co.
Crown Life Insurance Co. Life/Health InsuranceFinance Part of Power Corp. of Canada, Crown Life Insurance Co. is a company that provides life insurance. The company is based in Buffalo, NY. The company was founded in 1900. D. Allen Loney has been the CEO of the company since 2008. | Life/Health Insurance | Corporate Officer/Principal | |
Boston College | College/University | Masters Business Admin | |
C.D. Howe Institute
C.D. Howe Institute Miscellaneous Commercial ServicesCommercial Services C.D. Howe Institute is a registered charity and an independent not-for-profit research institute based in Toronto, Canada. The Canadian company's mission is to raise living standards by fostering economically sound public policies. The Institute is widely considered to be the most influential think tank and a source of trusted policy intelligence. The company's research is nonpartisan, evidence-based, and subject to definitive expert review. The research area covers the impact of revenue-raising measures, fiscal balances and debts of governments, and the broad choices they make among major spending areas. The CEO of the company is William B. P. Robson. | Miscellaneous Commercial Services | Director/Board Member | |
École des Hautes Études Commerciales de Paris | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Chief Executive Officer | |
CIBC Mellon Global Securities Services Co.
CIBC Mellon Global Securities Services Co. Investment Banks/BrokersFinance CIBC Mellon Global Securities Services Co. provides securities transfer services. It also provides global custody and corporate trust services. The firm serves institutional clients from offices across Canada. The company was founded in 1996 and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Director/Board Member | |
THE BANK OF N.T. BUTTERFIELD & SON LIMITED | Regional Banks | Director/Board Member | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Chief Executive Officer | |
International Monetary Conference | President | ||
Merrill Lynch Europe Ltd.
Merrill Lynch Europe Ltd. Finance/Rental/LeasingFinance Founded in 1929, Merrill Lynch Europe Ltd. is a holding British company that is part of Bank of America Corp. The company is based in London, UK. | Finance/Rental/Leasing | Chief Executive Officer | |
CIBC Securities, Inc.
CIBC Securities, Inc. Investment ManagersFinance CIBC Securities, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). The firm is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. | Investment Managers | Chief Executive Officer | |
Royal Ontario Museum
Royal Ontario Museum Other Consumer ServicesConsumer Services Royal Ontario Museum operates museums. The company is headquartered in Toronto, Canada. | Other Consumer Services | Director/Board Member | |
30 Percent Club | Chairman | ||
Harvard Business School | College/University | Masters Business Admin | |
St. Joseph's Health Centre Foundation | Corporate Officer/Principal | ||
Catalyst, Inc.
Catalyst, Inc. Miscellaneous Commercial ServicesCommercial Services Catalyst, Inc. provides research and advisory services. The company was founded in 1962 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Business Council of Canada
Business Council of Canada Miscellaneous Commercial ServicesCommercial Services Business Council of Canada provides program for research and consultation and advocacy of economic and social fabric. The company was founded in 1976 and is headquartered in Ottawa, Canada. | Miscellaneous Commercial Services | Chairman |
Statistics
International
Canada | 36 |
United States | 10 |
United Kingdom | 3 |
France | 2 |
Bermuda | 2 |
Sectoral
Finance | 27 |
Consumer Services | 12 |
Commercial Services | 5 |
Miscellaneous | 3 |
Non-Energy Minerals | 2 |
Operational
Portfolio Manager-Equities | 20 |
Corporate Officer/Principal | 16 |
Director/Board Member | 12 |
Undergraduate Degree | 11 |
Chief Executive Officer | 10 |
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