David Robert Bulger
Analyst-Fixed Income at Tacita Capital, Inc.
Profile
Mr. David R.
Bulger, CFA, is an Associate Portfolio Manager at Tacita Capital, Inc. He is a member of the firm’s Portfolio Management Group and is responsible for Tacita Capital’s trading.
He devotes the majority of his time to seeking the best execution for client portfolio transactions.
He is also engaged in daily market updates, portfolio and model analysis, and monitoring fixed income mandates.
Prior to joining Tacita Capital, he worked at a major financial institution as an IIROC options licensed trader serving high net worth clients.
Previously, he worked for several firms as an I.T.
professional.
He has a Bachelor of Applied Science in Chemical Engineering from the University of Toronto.
He is also a Chartered Financial Analyst (CFA) charterholder and, in addition, holds the Chartered Investment Manager (CIM®) designation.
David Robert Bulger active positions
| Companies | Position | Start |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Analyst-Fixed Income | 2016-11-30 |
Former positions of David Robert Bulger
| Companies | Position | End |
|---|---|---|
BMO Family Office LLC
 BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Corporate Officer/Principal | 2016-11-30 |
Training of David Robert Bulger
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |
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