Profile
Jordan McNamee is the founder and Chief Investment Officer at Optimist Fund, which is founded in 2021.
He was previously an Equity Analyst at CI Investments, Inc. from 2019 to 2021, an Equity Research Associate at Gluskin Sheff + Associates, Inc. from 2012 to 2013, and a Portfolio Manager at Laurier Student Investment Fund from 2013 to 2014.
Mr. McNamee received his undergraduate degree from Wilfrid Laurier University in 2014.
Jordan McNamee active positions
| Companies | Position | Start |
|---|---|---|
| Optimist Fund | Founder | 2021-09-30 |
Former positions of Jordan McNamee
| Companies | Position | End |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Analyst-Equity | 2021-08-31 |
Laurier Student Investment Fund
 Laurier Student Investment Fund Financial ConglomeratesFinance Part of Wilfrid Laurier University, Laurier Student Investment Fund operates as a Canadian angel investment company. | Corporate Officer/Principal | 2014-07-31 |
| GLUSKIN SHEFF + ASSOCIATES INC | Corporate Officer/Principal | 2013-03-31 |
Training of Jordan McNamee
| Wilfrid Laurier University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
ONEX Canada Asset Management, Inc.
 ONEX Canada Asset Management, Inc. Investment ManagersFinance Gluskin Sheff + Associates, Inc. is an independent wealth management company, which engages in managing portfolios of private clients, as well as institutional investors, including family offices, foundations, endowments, and public and private pension plans. It also offers investment management services. The company was founded by Gerald Sheff and Ira Gluskin on April 17, 1984 and is headquartered in Toronto, Canada. | Finance |
Laurier Student Investment Fund
Laurier Student Investment Fund Financial ConglomeratesFinance Part of Wilfrid Laurier University, Laurier Student Investment Fund operates as a Canadian angel investment company. | Finance |
| Optimist Fund |
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