Jane-Marie Teresa Rocca
Portfolio Manager-Fixed Income at Fiera Capital Corp. (Investment Management)
Network origin in Jane-Marie Teresa Rocca first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.
107
| Operating Division | Investment Managers | 107 |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds.
46
| Private Company | Investment Managers | 46 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jane-Marie Teresa Rocca via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Human Resources Officer | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Royal Trust Corp. of Canada
 Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Trading-Fixed Income Corporate Officer/Principal | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Caisse de dépôt et placement du Québec
 The Caisse de dépôt et placement du Québec Investment ManagersFinance The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Director of Investments | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Rotman School of Management | College/University | Undergraduate Degree Masters Business Admin | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Director/Board Member Corporate Officer/Principal Public Communications Contact | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Chief Operating Officer President | |
UBS Asset Management (Canada) Inc.
 UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Optimum Asset Management, Inc.
 Optimum Asset Management, Inc. Investment ManagersFinance Optimum Asset Management, Inc. (OAM) is a Canadian investment management firm headquartered in Montreal, Quebec. The firm was founded in 1985 and is a subsidiary of Optimum Holdings, Inc., ultimately held by Gampoti, Inc. OAM provides portfolio management services to pension funds, corporations, insurance companies, foundations, religious orders, professional associations and private clients. They also manage the Optimum family of mutual funds. OAM is a signatory of the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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. | Investment Managers | Director of Research - Equity Analyst-Equity Corporate Officer/Principal | |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Investment Managers | Portfolio Manager-Equities Investment Committee Member | |
AEGON Canada, Inc.
 AEGON Canada, Inc. Investment ManagersFinance Part of Aegon NV, AEGON Canada, Inc. provides life insurance and investment services. The company is based in Toronto, Canada. Douglas W. Brooks has been the CEO of the Canadian company since 2008. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| York University | College/University | Graduate Degree Undergraduate Degree | |
The Empire Life Insurance Co. (Investment Portfolio)
 The Empire Life Insurance Co. (Investment Portfolio) Investment ManagersFinance The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Concordia University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Montréal | College/University | Graduate Degree Undergraduate Degree | |
| University of Sherbrooke | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| University of Quebec | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Bishop's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Université Laval | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| HEC Montréal | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
CGOV Asset Management
 CGOV Asset Management Investment ManagersFinance CGOV Asset Management is a Canadian investment management firm headquartered in Toronto, Ontario. Formerly known as Cranston, Gaskin, O'Reilly & Vernon Investment Counsel, the firm was founded in 1995 and is a subsidiary of Fiera Capital Corp. (TSE: FSZ). CGOV Asset Management manages assets of high net-worth individuals and families, charitable organizations and institutions. | Investment Managers | Director/Board Member Founder Analyst-Equity | |
CENTRIA, Inc.
 CENTRIA, Inc. Electrical ProductsProducer Manufacturing Centria, Inc. manufactures and supplies cellular steel deck, trench headers and electrical outlet boxes. It provides a proven, cost-effective wire raceway system for handling the rapidly changing wiring and cabling needs of the building industry it includes offices, casinos, libraries, schools and government buildings. The company was founded in 1931 and is headqurtered in Ambridge, PA. | Electrical Products | Director/Board Member Director/Board Member | |
| FIERA CAPITAL CORPORATION | Investment Managers | Chief Investment Officer Director/Board Member Chief Executive Officer Chief Investment Officer President Chief Executive Officer Public Communications Contact | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Walter Global Asset Management, Inc.
 Walter Global Asset Management, Inc. Investment ManagersFinance Walter Global Asset Management, Inc. engages in the provision of development capital. It partners with asset management companies. The company was founded in 2018 and is headquartered in Westmount, Canada. | Investment Managers | President Founder | |
| Université du Québec à Montréal | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| Canada | 49 |
| United States | 3 |
Sectoral
| Finance | 27 |
| Consumer Services | 17 |
| Miscellaneous | 8 |
| Producer Manufacturing | 2 |
Operational
| Portfolio Manager-Equities | 98 |
| Corporate Officer/Principal | 89 |
| Undergraduate Degree | 83 |
| Analyst-Equity | 78 |
| Portfolio Manager-Fixed Income | 70 |
Most connected contacts
| Insiders | |
|---|---|
| Jean-Guy Desjardins | 39 |
| Sylvain Brosseau | 21 |
| Jean-Philippe Lemay | 12 |
| Gopa Nair | 12 |
| Alain St-Hilaire | 10 |
| Arun K. Bharath | 9 |
| François Bourdon | 9 |
| Michael Glen | 9 |
| Paul L. Valois | 9 |
| Andrew Chan | 8 |
| Nadim Victor Rizk | 8 |
| Michael Scala | 8 |
| Sylvain Roy | 8 |
| Jean-François Gagnon | 7 |
| Louis Lap Chan | 7 |
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