Alfred C. Sum
Portfolio Manager-Equities at Hillsdale Investment Management, Inc.
Profile
Mr. Alfred C.
Sum, CFA, is a Senior Portfolio Manager & Partner at Hillsdale Investment Management, Inc. He is part of the team that manages Canadian and Global equity strategies.
As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research.
He has over 12 years’ experience in financial and quantitative analysis.
Prior to joining the firm in March 2008, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, Senior Analyst at TD Securities and Senior Risk Analyst at RBC Capital Markets.
He received both his BASC degree and MASC degree from the University of Toronto.
Alfred C. Sum active positions
Companies | Position | Start |
---|---|---|
Hillsdale Investment Management, Inc.
Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale Investment Management, Inc. (Hillsdale) is a privately-owned hedge fund manager headquartered in Toronto, Canada. The firm was founded by Albert Guthrie in 1996. Hillsdale offers discretionary investment management services to a range of sophisticated institutional and private wealth investors, primarily in Canada but also in the US and elsewhere. | Portfolio Manager-Equities | 2011-07-31 |
Former positions of Alfred C. Sum
Companies | Position | End |
---|---|---|
Cornerstone Capital Partners, Inc.
Cornerstone Capital Partners, Inc. Investment ManagersFinance Cornerstone Capital Partners, Inc (Cornerstone Capital Partners) is a private equity firm founded in 1990 by Jerry R. Donatelli. The firm is headquartered in New York. | Corporate Officer/Principal | 2007-05-31 |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Corporate Officer/Principal | 2007-01-30 |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Corporate Officer/Principal | 2005-08-31 |
Training of Alfred C. Sum
University of Toronto | 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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Hillsdale Investment Management, Inc.
Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale Investment Management, Inc. (Hillsdale) is a privately-owned hedge fund manager headquartered in Toronto, Canada. The firm was founded by Albert Guthrie in 1996. Hillsdale offers discretionary investment management services to a range of sophisticated institutional and private wealth investors, primarily in Canada but also in the US and elsewhere. | Finance |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Finance |
Cornerstone Capital Partners, Inc.
Cornerstone Capital Partners, Inc. Investment ManagersFinance Cornerstone Capital Partners, Inc (Cornerstone Capital Partners) is a private equity firm founded in 1990 by Jerry R. Donatelli. The firm is headquartered in New York. | Finance |
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