Profile
Theresa McCoppin, Principal SPECIALTY: Canadian Equity Management.
Theresa McCoppin’s primary responsibility is co-management of the larger capitalization companies for the core Canadian equity portfolio.
PREVIOUS EXPERIENCE: Prior to joining the firm, Theresa was a Director, North American Equities with CT Investment Management Group.
Previously she was a research analyst with Richardson Greenshields and ScotiaMcLeod.
Prior to entering the investment industry, Theresa was Manager, Examinations with the Office of the Superintendent of Financial Institutions and before that spent 8 years in commercial and corporate banking.
EDUCATIONAL AND PROFESSIONAL BACKGROUND: A finance graduate of McMaster University (B.Comm.), Theresa is also a Chartered Financial Analyst charterholder, a member of the Association for Investment Management and Research and the Toronto Society of Financial Analysts.
Former positions of Theresa McCoppin
| Companies | Position | End |
|---|---|---|
KBSH Capital Management, Inc.
 KBSH Capital Management, Inc. Investment ManagersFinance Founded in 1980, KBSH Capital Management, Inc., formerly Knight, Bain, Seath & Holbrook, is a registered investment advisor located in Toronto with an additional office in Montreal. The firm is a subsidiary of CI Investments, Inc. Their ultimate parent is Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and fund management services to institutions, corporations and individuals. KBSH Capital Management provides services for pension funds, foundations, managed accounts and high net-worth individuals. They also manage the KBSH Leaders Trust, a closed-end mutual fund | Portfolio Manager-Equities | 2004-12-30 |
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| Private companies | 1 |
|---|---|
KBSH Capital Management, Inc.
KBSH Capital Management, Inc. Investment ManagersFinance Founded in 1980, KBSH Capital Management, Inc., formerly Knight, Bain, Seath & Holbrook, is a registered investment advisor located in Toronto with an additional office in Montreal. The firm is a subsidiary of CI Investments, Inc. Their ultimate parent is Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and fund management services to institutions, corporations and individuals. KBSH Capital Management provides services for pension funds, foundations, managed accounts and high net-worth individuals. They also manage the KBSH Leaders Trust, a closed-end mutual fund | Finance |
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