James Sheldon
Founder at Cardinal Point Capital Management ULC
Network origin in James Sheldon first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Sheldon via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Queen's University | College/University | Undergraduate Degree | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Investment Managers | Corporate Officer/Principal | |
Bank of the West (Grapevine, Texas)
 Bank of the West (Grapevine, Texas) Regional BanksFinance Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX, | Regional Banks | Corporate Officer/Principal | |
E*TRADE Financial Advisory Services, Inc.
 E*TRADE Financial Advisory Services, Inc. Investment ManagersFinance Part of E*TRADE Brokerage Holdings, Inc., E*TRADE Financial Advisory Services, Inc. provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 8 |
| Canada | 2 |
Sectoral
| Finance | 7 |
| Consumer Services | 3 |
Operational
| Chief Executive Officer | 3 |
| Corporate Officer/Principal | 3 |
| Founder | 3 |
| Undergraduate Degree | 2 |
| Chief Investment Officer | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Matt Carvalho | 7 |
| Jeffrey Sheldon | 4 |
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