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Adam Murl

Vice President, Investments & Lead Portfolio Manager

Work history

  • Wellington-Altus

    Vice President, Investments & Lead Portfolio ManagerCurrent (8 months)

  • Guardian Capital Group

    Vice President, Portfolio Solutions & Strategy, Portfolio ManagerJan 2020 - Oct 2024 (almost 5 years)

  • Equium Capital Management Inc.

    Portfolio Manager, Head of ResearchSep 2016 - Jan 2020 (over 3 years)

  • Cumberland Private Wealth Management Inc.

    Portfolio Manager, US EquitiesJan 2014 - Aug 2016 (over 2 years)

  • Terrapoint Capital Management Inc.

    Co-Founder, Portfolio ManagerMar 2012 - Dec 2013 (almost 2 years)

  • OMERS

    Principal, Equity ResearchNov 2008 - Nov 2011 (about 3 years)

  • Voya Investment Management

    Senior Consumer AnalystJul 2005 - Oct 2008 (over 3 years)

  • United Nations

    AnalystJun 2004 - Aug 2004 (2 months)

  • Borgfeldt Importing

    Product ManagerApr 2001 - Aug 2003 (over 2 years)

  • Credit Suisse

    Equity SalesJan 1999 - Dec 2000 (almost 2 years)
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Contact Information

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Email[email protected]
LocationCanada, Toronto, Ontario

LinkedInlinkedin.com/in/adammurl

Organization

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Wellington-Altusfinancial services · 720 employees · Winnipeg, Canada

Description

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients. *Investment Executive 2024 Brokerage Report Card.

Company phone+13656558926

Company websitewellington-altus.ca

LocationWinnipeg, Manitoba, Canada, 201 Portage Ave

Industryfinancial services

Employees720

Founded at2017

Annual revenue50M

Twittertwitter.com/wellingtonaltus

LinkedInlinkedin.com/company/wellington-altus

Technologies
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Amazon SES
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Bootstrap Framework
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CloudFlare
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Facebook Custom Audiences
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Google Font API
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Google Tag Manager
JQuery 2.1.1
Linkedin Marketing Solutions
Microsoft Office 365
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Outlook
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Salesforce
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Ubuntu
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WordPress.org
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YouTube
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Keywords
holistic wealth advice
private investment advice
private financial planning

Employee trends

This chart shows the total number of employees over time.

2.7%
6 Month Growth
9.8%
1 Year Growth
32.6%
2 Year Growth
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