Profile
Mr. Keith Summers is a Portfolio Manager at Tricoastal Capital Partners Ltd.
Prior to joining Tricoastal Capital on April 2004, Mr. Summers was a Chief Investment Officer at Assante Wealth Management, Stonegate Private Counsel LP, and AGRICORP, an Investment Manager at WCRA of Minnesota, a Consultant at Ontario Financing Authority, and an Account Manager at CIBC and Bank of Montreal.
Mr. Summers received a BA in Political Science and an MBA in Finance from McMaster University.
He holds the Chartered Financial Analyst designation.
Former positions of Keith Summers
| Companies | Position | End |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Chief Investment Officer | 2008-08-29 |
Tricoastal Capital Partners Ltd.
 Tricoastal Capital Partners Ltd. Investment ManagersFinance Tricoastal Capital Partners LLC is a hedge fund managed by Tricoastal Capital Management Ltd. This is a discretionary global macro strategy which seeks to generate alpha and deliver a low correlation and low beta to the S&P 500 and the MSCI All Country World Index. The fund began operations in 2004 | Chief Investment Officer | - |
Training of Keith Summers
| McMaster University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Finance |
Tricoastal Capital Partners Ltd.
Tricoastal Capital Partners Ltd. Investment ManagersFinance Tricoastal Capital Partners LLC is a hedge fund managed by Tricoastal Capital Management Ltd. This is a discretionary global macro strategy which seeks to generate alpha and deliver a low correlation and low beta to the S&P 500 and the MSCI All Country World Index. The fund began operations in 2004 | Finance |
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