Sean Anthony Pugliese
Portfolio Manager-Equities at Wickham Investment Counsel, Inc.
Profile
Mr. Sean A.
Pugliese, CFA, is a Director & Portfolio Manager at Wickham Investment Counsel, Inc. Mr. Pugliese is an Investment Portfolio Manager, capable of helping private clients (individual investors), families, and other investors such as institutions, foundations, corporations, trusts and charitable organizations.
With private clients, the focus is on wealth management, an integration of investment management and retirement planning.
He is teamed up with Allan Meyer, Director and Portfolio Manager at Wickham Investment Counsel Inc. They believe client education, setting, as well as managing expectations are the cornerstones of a successful client relationship and use their investment philosophy focused on Safety & Value to create and manage investment portfolios.
Mr. Pugliese was employed as a Principal by TD Canada Trust Co.
He received his undergraduate degree from McMaster University.
Mr. Pugliese earned his CFA (Chartered Financial Analyst) designation in 2014.
Sean Anthony Pugliese active positions
| Companies | Position | Start |
|---|---|---|
Wickham Investment Counsel, Inc.
 Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Portfolio Manager-Equities | 2011-08-31 |
Former positions of Sean Anthony Pugliese
| Companies | Position | End |
|---|---|---|
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2008-12-30 |
Training of Sean Anthony Pugliese
| McMaster University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
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