J Zechner Associates

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Quick try with David Cohen from jzechner.com
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J Zechner Associates company description

J Zechner Associates is an independent firm owned by its employee-partners. We actively manage approximately $1.0 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we have provided our distinct portfolio management for other mutual fund companies.

  • Employee count

    1-10

  • Industry

    Investment Management
  • Headquarter address

    Royal Bank Plaza, 200 Bay Street, Suite 3205, South Tower, P.O. Box 53, Toronto, Ontario M5J 2J2, CA

  • Country

    Canada

  • Founded

    1993

  • Company website

    https://jzechner.com

Key Employees

  • David Cohen
    President
  • Jacqueline Ricci
    Equity Portfolio Manager, Director and Vice President
  • John Zechner
    Chairman

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of J Zechner Associates

Rhonda Gibson
Manager, Private Client Services
Alison Sainsbury
Chief Compliance Officer
Kirk Groover
Retired
Jeffrey Herold
Chief Executive Officer
Dax Letham
Vice President
Anna Tischenko
Portfolio Administrator
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