J.J. Woolverton, CFA
Just a Thought
J.J. Woolverton, CFA, started his career at Crown Life Insurance in the Investment Department and ended up as Associate Treasure responsible for all marketable investments. He moved to Ontario Hydro as their chief investment officer and was a co-founder and Managing Director of Frank Russell Canada for seven years. He joined Guardian Capital Inc. as Managing Director and Chief Operating Officer, and later Chairman, responsible for the institutional money management division. He was also Chairman of Guardian Capital Advisors LP. He is currently a partner in an investment consulting firm, AMS Partners Inc.
Measuring Manager Performance: Dos and Don’ts
May 18, 2016
Part 2 in our series on the trouble with performance measurement. Read Part 1 here.
When Performance Measurement Goes Awry
May 11, 2016
A 2-part series of the evolution of benchmarks and where they fall flat
The Future of Growth
February 10, 2016
Blogger JJ Woolverton looks at drivers of growth, past and future
What Stage is Your Manager At?
June 9, 2015
How the life cycle works for investment management firms.
Soft Dollar Commissions – No Free Lunch
February 10, 2015
Putting directed commissions under the microscope.
