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This profile was last updated on 8/8/2017 and contains contributions from the  Zoominfo Community.

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Wrong David Wallin?

David E. Wallin

Vice President, Senior Portfolio Manager, Private and Institutional Wealth Services

Vertex One Asset Management Inc

HQ Phone:  (604) 681-5787

Direct Phone: (604) ***-****direct phone

Email: d***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Vertex One Asset Management Inc

Suite 3200 1021 West Hastings Street

Vancouver, British Columbia,V6E 0C3

Canada

Company Description

Vertex One was founded in 1997 and currently manages $1.03 billion in assets. Your portfolio managers previously had a long history with very large bank-owned investment counselors. These firms will remain nameless. It is sufficient to say that indexing portfo...more

Background Information

Employment History

Portfolio Manager

HSBC plc


Investment Counsellor, Private Client Services

Hongkong Bank of Canada


Branch Manager and Personal Financial Consultant

Standard Chartered Bank Limited


Being Investment Manager

Bank of Montreal


Affiliations

Royal Trust

Investment Advisor


Pemberton Securities

Investment Advisor


Education

Finance


Bachelor of Business Administration degree

finance

Simon Fraser University


Web References(14 Total References)


Team Profile | Vertex One

www.vertexone.com [cached]

David Wallin Vice President, Senior Portfolio Manager, Private & Institutional Wealth Services
604-681-5183 Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for business development and managing the portfolios of Private & Institutional clients. He has over 25 years experience in the investment management business. Mr. Wallin started his career with Pemberton Securities as a retail broker before becoming an Investment Advisor for Royal Trust and later as a Portfolio Manager for HSBC Asset Management Ltd. David is a graduate of Finance from Simon Fraser University and is a licensed as a Portfolio Manager to oversee private client portfolios.


Team Profile | Vertex One

www.vertexone.com [cached]

David Wallin Vice President, Private & Institutional Wealth Services
604-681-5183 Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for business development and managing the portfolios of Private & Institutional clients. He has over 25 years experience in the investment management business. Mr. Wallin started his career with Pemberton Securities as a retail broker before becoming an Investment Advisor for Royal Trust and later as a Portfolio Manager for HSBC Asset Management Ltd. David is a graduate of Finance from Simon Fraser University and is a licensed as a Portfolio Manager to oversee private client portfolios.


Institutions | Vertex One

www.vertexone.com [cached]

David Wallin, Vice President, Institutional Services
Phone: (604) 681-5183 Toll Free: 1 (866) 681-5787 Email: dave@vertexone.com Attention: Dave Wallin Suite 3200 - 1021 West Hastings Street Vancouver, BC Canada V6E 0C3


Real Estate & Alternative Investment Managers - Benefits and Pensions Monitor

bpmmagazinec.powweb.com [cached]

David Wallin, Vice-president; Ste. 3200 - 1021 W. Hastings St., Vancouver, BC V6E 0C3
PH: 604-681-5183 eMail: dave@vertexone.com


Company Profile | Vertex One

www.vertexone.com [cached]

David Wallin, CIM


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