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Robert J. Bogart
Director/Board Member at
FundSERV, Inc.
Profile
Robert J.
Bogart currently works at FundSERV, Inc., as Director and Massachusetts Society of Certified Public Accountants, Inc., as Member.
Mr. Bogart also formerly worked at Global Strategy Master LP, as Chief Financial Officer & Director, AGF Master LP, as Chief Financial Officer & Director from 2012 to 2013, Multi-Manager LP I, as Chief Financial Officer & Director, Smith & Williamson Holdings Ltd., as Non-Executive Director, Fidelity Investments Canada ULC, as Senior Vice President-Finance in 2010, AGF Management Ltd., as Chief Financial Officer & Executive Vice President from 2015 to 2016, AGF Investments, Inc., as Chief Financial Officer & Senior Vice-President from 2010 to 2012, and Fidelity Human Resources Services Co. LLC, as Chief Financial Officer & Senior Vice President in 2007.
Mr. Bogart received his undergraduate degree from the University of Massachusetts.
Robert J. Bogart active positions
| Companies | Position | Start |
|---|---|---|
Massachusetts Society of Certified Public Accountants, Inc.
 Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a professional membership organization for CPAs | Corporate Officer/Principal | 2010-11-16 |
FundSERV, Inc.
 FundSERV, Inc. Cable/Satellite TVConsumer Services Provides electronic business services to the Canadian investment fund industry | Director/Board Member | - |
Former positions of Robert J. Bogart
| Companies | Position | End |
|---|---|---|
AGF Master LP
 AGF Master LP Investment ManagersFinance Provides investment management services | Director of Finance/CFO | 2013-02-23 |
Multi-Manager LP I
 Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Distributes securities of open-ended mutual funds | Director of Finance/CFO | 2012-11-27 |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Director of Finance/CFO | 2009-12-31 |
Fidelity Human Resources Services Co. LLC | Director of Finance/CFO | 2006-12-31 |
Smith & Williamson Holdings Ltd.
 Smith & Williamson Holdings Ltd. Miscellaneous Commercial ServicesCommercial Services Provides accounting and advisory services | Director/Board Member | - |
Training of Robert J. Bogart
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Finance |
AGF Management Ltd.
 AGF Management Ltd. Investment ManagersFinance Provides asset management services | Finance |
Global Strategy Master LP
 Global Strategy Master LP Investment ManagersFinance Pays selling commissions to registered dealers who sold Global Strategy mutual funds on a back-end-load basis | Finance |
AGF Master LP
AGF Master LP Investment ManagersFinance Provides investment management services | Finance |
Multi-Manager LP I
Multi-Manager LP I Investment Trusts/Mutual FundsMiscellaneous Distributes securities of open-ended mutual funds | Miscellaneous |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Finance |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Miscellaneous Commercial ServicesCommercial Services Provides accounting and advisory services | Commercial Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Massachusetts Society of Certified Public Accountants, Inc.
Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a professional membership organization for CPAs | Commercial Services |
Fidelity Human Resources Services Co. LLC | |
FundSERV, Inc.
FundSERV, Inc. Cable/Satellite TVConsumer Services Provides electronic business services to the Canadian investment fund industry | Consumer Services |
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