Jeremy Rosa

Analyst-Equity at

CI Investments, Inc.

Finance

Consumer Services

Profile

Mr. Jeremy Rosa, CFA, is a Vice President, Portfolio Manager & Research Lead at CI Investments, Inc. He joined CI GAM in 2006 and brings over 17 years of industry experience to his role and team.
Prior to this role, Mr. Rosa led the research effort in the information technology sector for another Canadian asset manager.
He holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.

Jeremy Rosa active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Analyst-Equity	01/10/2011

All active positions of Jeremy Rosa

Former positions of Jeremy Rosa

Companies	Position	End
Assante Wealth Management (Canada) Ltd. Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings.	Corporate Officer/Principal	-

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Training of Jeremy Rosa

Experiences
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Linked companies

Private companies	3
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
Assante Wealth Management (Canada) Ltd. Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings.	Finance
George Brown College George Brown College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services