Merri Jones
Director/Board Member at DATA COMMUNICATIONS MANAGEMENT CORP.
Net worth: 193 658 $ as of 2024-04-29
Profile
Merri L.
Jones is an Independent Director at Data Communications Management Corp.
She previously served as President & Chief Executive Officer at First Interstate Bancorp (California), CIBC Trust Corp., and CIBC Private Investment Counsel, Inc. She was also President & Chief Executive Officer at Magna Vista Investment Management Ltd.
and President at Pembroke Private Wealth Management Ltd.
Additionally, she served as Executive Vice President-Private Wealth at Fiera Capital Corp.
She has also served as an Independent Director at Canaccord Genuity Group, Inc., Director at Sentry Investments, Inc., and Director at Doherty & Associates Ltd.
Jones holds undergraduate degrees from the University of Toronto and the University of Western Ontario, as well as an undergraduate degree from The Wharton School of the University of Pennsylvania.
Currently, Jones is an Independent Director at Data Communications Management Corp.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-05-16 | 85,500 ( 0.16% ) | 193 658 $ | 2024-04-29 |
Merri Jones active positions
Companies | Position | Start |
---|---|---|
DATA COMMUNICATIONS MANAGEMENT CORP. | Director/Board Member | 2018-06-06 |
Former positions of Merri Jones
Companies | Position | End |
---|---|---|
FIERA CAPITAL CORPORATION | Corporate Officer/Principal | 2014-12-31 |
Pembroke Private Wealth Management Ltd.
Pembroke Private Wealth Management Ltd. Investment ManagersFinance Pembroke Private Wealth Management Ltd. (Pembroke) is a Canadian wealth advisory firm headquartered in Montréal, Canada. The firm was founded in 19988 and is a subsidiary of Pembroke Management Ltd. Pembroke offers a range of pooled and mutual funds, which provides exposure to Canadian, US, and international equities, as well as fixed-income securities. Their clients include individuals, families, foundations, and pension funds. | President | 2008-12-31 |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | President | 2005-12-30 |
CIBC Private Investment Counsel, Inc. | President | 2002-12-31 |
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Chief Executive Officer | 1995-12-31 |
Training of Merri Jones
University of Toronto | Undergraduate Degree |
University of Western Ontario | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 3 |
---|---|
CANACCORD GENUITY GROUP INC. | Finance |
DATA COMMUNICATIONS MANAGEMENT CORP. | Commercial Services |
FIERA CAPITAL CORPORATION | Finance |
Private companies | 7 |
---|---|
First Interstate Bancorp (California)
First Interstate Bancorp (California) Financial ConglomeratesFinance First Interstate Bancorp operates as a bank holding company. Its subsidiary banks provide services like savings and other deposit accounts. It also provides services like investing in securities and other interest bearing assets. The company is headquartered in Los Angels, CA | Finance |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Finance |
Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Finance |
Pembroke Private Wealth Management Ltd.
Pembroke Private Wealth Management Ltd. Investment ManagersFinance Pembroke Private Wealth Management Ltd. (Pembroke) is a Canadian wealth advisory firm headquartered in Montréal, Canada. The firm was founded in 19988 and is a subsidiary of Pembroke Management Ltd. Pembroke offers a range of pooled and mutual funds, which provides exposure to Canadian, US, and international equities, as well as fixed-income securities. Their clients include individuals, families, foundations, and pension funds. | Finance |
CIBC Private Investment Counsel, Inc. | Finance |
- Stock Market
- Insiders
- Merri Jones