Scott Bartholomew
Corporate Secretary at INVESTMENT GRADE MANAGED DURATN INCM FND
Profile
Scott Bartholomew is currently working as a Secretary at the Investment Grade Managed Duration Income Fund.
Previously, he held positions such as Chief Financial Officer & Director at Purpose Global Financials Income Fund, COO, CFO, Secretary & Director at Limited Duration Investment Grade Preferred Securities Fund, Chief Financial Officer & Director at Canadian Investment Grade Preferred Share Fund, Chief Financial Officer & Director at Energy Credit Opportunities Income Fund, CFO, COO, Chief Compliance Officer & Director at US Banks Income & Growth Fund, Chief Financial Officer & Director at June 2021 Investment Grade Bond Pool, and Chief Operating & Financial Officer at NexC Partners Corp.
He also worked as the Chief Compliance Officer at BlackRock Investments Canada, Inc. from 2008 to 2012 and as an Assistant VP-Fund Administration at State Street Fund Services Toronto, Inc. from 1996 to 2009.
Additionally, he briefly served as the Chief Financial Officer at Ether Capital Corp.
in 2018.
Mr. Bartholomew obtained his undergraduate degree from Toronto Metropolitan University in 1996.
Scott Bartholomew active positions
Companies | Position | Start |
---|---|---|
INVESTMENT GRADE MANAGED DURATN INCM FND | Corporate Secretary | - |
Former positions of Scott Bartholomew
Companies | Position | End |
---|---|---|
ETHER CAPITAL CORPORATION | Director of Finance/CFO | 2018-07-22 |
BlackRock Investments Canada, Inc.
BlackRock Investments Canada, Inc. Investment ManagersFinance Founded in 2005, BlackRock Investments Canada, Inc., formerly Claymore Investments, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Guggenheim Fund Services Group, Inc. and their ultimate parent is Guggenheim Capital LLC | Compliance Officer | 2011-12-31 |
State Street Fund Services Toronto, Inc.
State Street Fund Services Toronto, Inc. Investment Banks/BrokersFinance Part of State Street Corp., State Street Fund Services Toronto, Inc. is a Canadian company. | Corporate Officer/Principal | 2008-12-31 |
PURPOSE GLOBAL FINANCIALS INCOME FUND | Director of Finance/CFO | - |
LIMITED DURATION INVEST GR PREF SEC FD | Director of Finance/CFO | - |
Training of Scott Bartholomew
Toronto Metropolitan University of | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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ETHER CAPITAL CORPORATION | Technology Services |
Private companies | 10 |
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Purpose Global Financials Income Fund
Purpose Global Financials Income Fund Investment Trusts/Mutual FundsMiscellaneous Purpose Global Financials Income Fund is a closed-end investment fund. Its investment objectives are to provide unit holders with quarterly distributions, opportunity for capital appreciation and lower overall volatility of portfolio returns than would be experienced by owning common shares of the banks directly. The company was founded on February 24, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
NexC Partners Corp.
NexC Partners Corp. Investment Trusts/Mutual FundsMiscellaneous NexC Partners Corp. is a non-redeemable investment fund corporation, which invests in a portfolio of North American dividend-paying equity securities based on a fundamental rules-based portfolio selection strategy. The company's investment objectives are to provide shareholders with: long-term capital appreciation through investment of North American dividend-paying equity securities and an investment in purpose; and quarterly cash distributions. NexC Partners was founded on December 17, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
Limited Duration Investment Grade Preferred Securities Fund
Limited Duration Investment Grade Preferred Securities Fund Investment Trusts/Mutual FundsMiscellaneous Limited Duration Investment Grade Preferred Securities Fund is a closed-end investment fund. Its investment objectives are to provide shareholders with a stable stream of monthly distributions; to preserve the net asset value per unit; and to reduce the risk of rising interest rates by managing Portfolio duration. The company was founded on May 27, 2013 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Investment Grade Preferred Share Fund
Canadian Investment Grade Preferred Share Fund Investment Trusts/Mutual FundsMiscellaneous Canadian Investment Grade Preferred Share Fund operates as a closed-end investment fund. Its intends to provide holders of units with monthly cash distributions and maximize the total return to Unit holders over time, by investing in an actively managed portfolio. The company was founded on November 28, 2016 and is headquartered in Toronto, Canada. | Miscellaneous |
BlackRock Investments Canada, Inc.
BlackRock Investments Canada, Inc. Investment ManagersFinance Founded in 2005, BlackRock Investments Canada, Inc., formerly Claymore Investments, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Guggenheim Fund Services Group, Inc. and their ultimate parent is Guggenheim Capital LLC | Finance |
State Street Fund Services Toronto, Inc.
State Street Fund Services Toronto, Inc. Investment Banks/BrokersFinance Part of State Street Corp., State Street Fund Services Toronto, Inc. is a Canadian company. | Finance |
Energy Credit Opportunities Income Fund
Energy Credit Opportunities Income Fund Investment Trusts/Mutual FundsMiscellaneous Energy Credit Opportunities Income Fund is a closed-end investment fund. It invests in a portfolio comprised primarily of North American fixed income securities, which include non-investment grade, investment grade and convertible debt securities. The company was founded on May 28, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
Investment Grade Managed Duration Income Fund
Investment Grade Managed Duration Income Fund Investment Trusts/Mutual FundsMiscellaneous Investment Grade Managed Duration Income Fund engages in the provision of stable stream of monthly distributions to shareholders. It also preserve the net asset value per unit and reduce the risk of rising interest rates by managing portfolio duration. The company was founded on July 30, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
US Banks Income & Growth Fund
US Banks Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous US Banks Income & Growth Fund operates as a closed-end investment fund. Its objective is to invest in a portfolio that comprises of equity securities from a universe of financial sector securities listed in U.S., including but not limited to commercial banks and industrial banks, and financial services companies such as insurance companies and financial holding companies. The firm also provides holders of units with monthly cash distribution. The company was founded on October 27, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
June 2021 Investment Grade Bond Pool
June 2021 Investment Grade Bond Pool Investment Trusts/Mutual FundsMiscellaneous June 2021 Investment Grade Bond Pool is a closed-ended investment fund. Its objectives are to return to holders of units, including through principal distributions; and generate over the term of the fund an average annual total return after fees and expenses for investors in the initial public offering who purchased class A units and for investors in the initial public offering who purchased class T units, by investing primarily in debt securities. The company was founded on February 24, 2017 and is headquartered Toronto, Canada. | Miscellaneous |
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