Stephen Moore
Director/Board Member at GENIFI INC.
Net worth: 8 879 $ as of 2024-03-30
Profile
Stephen Taylor Moore is currently the CEO, Director & Chief Compliance Officer at Newhaven Asset Management, Inc. He is also an Independent Director at Pivot Technology Solutions, Inc. and an Independent Director at genifi, Inc. He previously served as the Chairman-Governors Board at CI Investments, Inc. and as a Director at Tailwind Financial, Inc. from 2006 to 2009.
From 2007 to 2019, he was an Independent Director at CI Financial Corp.
He also held positions as a Director & Vice President at TD Securities, Inc. from 1995 to 1996 and at Burns Fry Ltd.
from 1979 to 1993.
Additionally, he was a Managing Director at Kensington Capital Partners Ltd.
from 1996 to 2004 and a Director & Vice President at Lancaster Financial, Inc. from 1993 to 1995.
Mr. Moore has also served as an Independent Trustee at Advantaged Preferred Share Trust and as a Trustee at Impax Energy Services Income Trust from 2006 to 2013.
He is a Trustee at CI Financial Income Fund.
Mr. Moore obtained his undergraduate degree from Queen's University in 1977 and his MBA in 1979.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
GENIFI INC
0.62% | 2023-05-14 | 887,932 ( 0.62% ) | 8 879 $ | 2024-03-30 |
Stephen Moore active positions
Companies | Position | Start |
---|---|---|
GENIFI INC. | Director/Board Member | 2015-08-31 |
PIVOT TECHNOLOGY SOLUTIONS, INC. | Director/Board Member | - |
Newhaven Asset Management, Inc.
Newhaven Asset Management, Inc. Investment ManagersFinance Newhaven Asset Management, Inc. provides investment services. The company is headquartered in Toronto, Canada. | Chief Executive Officer | - |
Former positions of Stephen Moore
Companies | Position | End |
---|---|---|
CI FINANCIAL CORP. | Director/Board Member | 2019-03-25 |
Impax Energy Services Income Trust
Impax Energy Services Income Trust Investment Trusts/Mutual FundsMiscellaneous Impax Energy Services Income Trust provides energy services to the upstream sector of the oil and gas industry in Canada. It rents oilfield equipment, such as power swivels, blowout preventers, tubing, drill pipe, frac pipe, elevators, and other related equipment and tools; provides waste management services, including the rental of equipment for camp sites and drilling sites, such as waste containment bins, oil recycling containers, light towers, generators, and access mats; and offers rat hole drilling services comprising the preparation of well sites, including drilling of conductor holes, mouse holes, and rat holes, as well as performing cementing procedures. The company also provides specialty fluid hauling services focusing on hauling acids and chemicals utilized during drilling and well re-completion activities to the exploration and production. In addition, it rents and installs access mats in remote and ecologically sensitive areas; removes waste products from camp sites, drilling sites, and oil and gas production sites; and recycles metals, plastics, thread protectors, used oil, rags, and glycol. The company was founded in 2006 and is headquartered in Calgary, Canada. | Director/Board Member | 2013-03-24 |
Tailwind Financial, Inc.
Tailwind Financial, Inc. Financial ConglomeratesFinance The Company's principal activity is that of a blank check company, seeking opportunity to provide financial services through acquisition and merger. It is a development stage company. | Director/Board Member | 2009-05-10 |
CI Financial Income Fund | Director/Board Member | 2009-01-06 |
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. | Chairman | 2007-06-30 |
Training of Stephen Moore
Queen's University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
CI FINANCIAL CORP. | Finance |
GENIFI INC. | Technology Services |
Private companies | 11 |
---|---|
Advantaged Preferred Share Trust
Advantaged Preferred Share Trust Investment Trusts/Mutual FundsMiscellaneous Advantaged Preferred Share Trust (PFR.UN) is a closed-end investment trust company designed to give holders of units an exposure, on a passive basis and at a low management ratio to the performance of an equally-weighted, diversified notional portfolio of 50 preferred shares the 'Notional Securities' of Canadian issuers the 'Notional Preferred Portfolio'. The company was founded on June 6, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Impax Energy Services Income Trust
Impax Energy Services Income Trust Investment Trusts/Mutual FundsMiscellaneous Impax Energy Services Income Trust provides energy services to the upstream sector of the oil and gas industry in Canada. It rents oilfield equipment, such as power swivels, blowout preventers, tubing, drill pipe, frac pipe, elevators, and other related equipment and tools; provides waste management services, including the rental of equipment for camp sites and drilling sites, such as waste containment bins, oil recycling containers, light towers, generators, and access mats; and offers rat hole drilling services comprising the preparation of well sites, including drilling of conductor holes, mouse holes, and rat holes, as well as performing cementing procedures. The company also provides specialty fluid hauling services focusing on hauling acids and chemicals utilized during drilling and well re-completion activities to the exploration and production. In addition, it rents and installs access mats in remote and ecologically sensitive areas; removes waste products from camp sites, drilling sites, and oil and gas production sites; and recycles metals, plastics, thread protectors, used oil, rags, and glycol. The company was founded in 2006 and is headquartered in Calgary, Canada. | Miscellaneous |
Tailwind Financial, Inc.
Tailwind Financial, Inc. Financial ConglomeratesFinance The Company's principal activity is that of a blank check company, seeking opportunity to provide financial services through acquisition and merger. It is a development stage company. | Finance |
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 |
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 |
Burns Fry Ltd. | Finance |
Kensington Capital Partners Ltd.
Kensington Capital Partners Ltd. Investment ManagersFinance Kensington Capital Partners Ltd (Kensington Capital) is a Private Equity firm, a subsidiary of Kensington Group Plc founded in 1996 by Thomas Robert Kennedy. The firm is headquartered in Canada. | Finance |
CI Financial Income Fund | Miscellaneous |
Newhaven Asset Management, Inc.
Newhaven Asset Management, Inc. Investment ManagersFinance Newhaven Asset Management, Inc. provides investment services. The company is headquartered in Toronto, Canada. | Finance |
Lancaster Financial, Inc.
Lancaster Financial, Inc. Financial ConglomeratesFinance Lancaster Financial, Inc. engages in the provision of financial services. The company is headquartered in Canada. | Finance |
Pivot Technology Solutions, Inc.
Pivot Technology Solutions, Inc. Information Technology ServicesTechnology Services Pivot Technology Solutions, Inc. engages in the provision of information technology services specializing in hardware, software, and cloud solutions. It offers customized staging, configuration, asset tagging, testing, shipping, inventory management, as well as special labeling. The company was founded by Gordon A. McMillan and John Sculley on January 25, 2011 and is headquartered in Markham, Canada. | Technology Services |
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