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Profile
Ms. Frances Connelly, CFA MBA, is Vice President at Leon Frazer & Associates, Inc. Previously, she was a Vice President and Portfolio Manager with Altamira Management Ltd., a large investment manager and direct distributor of mutual funds, where she was responsible for managing its money market products and over $1 billion in income-oriented assets.
She was also Manager of the company’s Short-Term Bond Fund and co-Manager of its Dividend Fund.
In addition, Ms. Connelly was a Partner and Portfolio Manager with a large investment counsellor where she managed portfolios for pension and mutual fund clients.
She began her investment career as an Analyst, and was Portfolio Manager for two large internally managed pension funds.
She is a Chartered Financial Analyst.
Former positions of Frances Connelly
| Companies | Position | End |
|---|---|---|
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Portfolio Manager-Equities | 31/12/2009 |
Horizons Investment Management, Inc.
 Horizons Investment Management, Inc. Investment ManagersFinance Horizon Investment Management manages certain of the ETFs of the Horizons family of ETFs. | Portfolio Manager-Fixed Income | 30/06/2007 |
Altamira Management Ltd.
 Altamira Management Ltd. Investment ManagersFinance Investment advisory firm | Portfolio Manager-Fixed Income | - |
Training of Frances Connelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
22
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Altamira Management Ltd.
Altamira Management Ltd. Investment ManagersFinance Investment advisory firm | Finance |
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Horizons Investment Management, Inc.
Horizons Investment Management, Inc. Investment ManagersFinance Horizon Investment Management manages certain of the ETFs of the Horizons family of ETFs. | Finance |
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