Dax Graham Letham
Chief Investment Officer at J. Zechner Associates, Inc.
Profile
Mr. Dax G.
Letham, CFA MBA, is a Chief Investment Officer & Portfolio Manager at J.
Zechner Associates, Inc. His responsibilities include trading equity, bond and money market securities, as well as providing investment strategies and recommendations to the Portfolio Managers and their teams.
He currently sits on the Equity, Fixed Income and Hedged-Fund Investment Teams, as well as the Asset Allocation Committee.
Prior to working at J.
Zechner Associates in May 2003, Mr. Letham was an Investment Analyst at SEI Investments where he helped manage over one billion in Fixed Income assets.
He also worked as an Accountant at RBC Dominion Securities in the Treasury Department.
He received his Bachelor of Commerce degree from Dalhousie University and holds a Masters in Business Administration (MBA) from the Ivey School of Business at the University of Western Ontario.
He is also a Certified Managerial Accountant.
Dax Graham Letham active positions
| Companies | Position | Start |
|---|---|---|
J. Zechner Associates, Inc.
 J. Zechner Associates, Inc. Investment ManagersFinance J. Zechner Associates, Inc. (JZA) is an independent mutual fund manager headquartered in Toronto, Ontario. The firm was founded by John D. Zechner in 1993. The firm investment management services to their institutional clients, mutual funds, as well as high-net worth individuals and families. | Chief Investment Officer | 2003-04-30 |
Former positions of Dax Graham Letham
| Companies | Position | End |
|---|---|---|
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 | - |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | - |
Training of Dax Graham Letham
| Dalhousie University | Undergraduate Degree |
| Richard Ivey School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | 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 |
J. Zechner Associates, Inc.
J. Zechner Associates, Inc. Investment ManagersFinance J. Zechner Associates, Inc. (JZA) is an independent mutual fund manager headquartered in Toronto, Ontario. The firm was founded by John D. Zechner in 1993. The firm investment management services to their institutional clients, mutual funds, as well as high-net worth individuals and families. | Finance |
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