VANCOUVER, Jan. 22, 2019 /CNW/ - Anchor Pacific Investment Management Corp. ("Anchor Pacific" or the "Firm") is pleased to announce the hiring of Jon Eaton as Director of Private Client Wealth. Mr. Eaton, who is registered as an Advising Representative in the category of Portfolio Manager, will be responsible for all the Firm's private client activities in addition to serving as a member of the Executive Committee.
Mr. Eaton brings more than 20 years of experience managing investment portfolios and servicing high net worth individuals, families, foundations, and trusts. He has experience across multiple market cycles and possesses a comprehensive knowledge of the advanced principles and practice of modern portfolio theory.
Anchor Pacific has also added Catherine Bradley and Mark Antoniuk. Ms. Bradley will be responsible for the coordination and maintenance of the Firm's client service and administrative activities, while Mr. Antoniuk will be responsible for the coordination and maintenance of the Firm's marketing and client engagement activities.
"Jon is a highly experienced and trusted financial advisor that brings a battle tested process of cultivating, managing, and servicing private clients with respect to their wealth management needs and goals," said Steven Adang, President of Anchor Pacific. "The decision of each new team member in joining Anchor Pacific underscores the attraction for clients of the benefits of full open architecture fiduciary platforms offered by independent investment firms as the Canadian industry follows the US and other developed financial markets away from bank owned and brokerage platforms."
ABOUT ANCHOR PACIFIC
Anchor Pacific Investment Management Corp. is a Vancouver, BC based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios and deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.
Anchor Pacific offers an "Outsourced Chief Investment Officer Solution" solution to family offices, endowments, foundations, and other institutional clients requiring a comprehensive investment program ("AP CIO"), fully integrated and comprehensive wealth and investment management services to individual private clients ("AP Wealth"), as well as customized discretionary and advised strategies to facilitate the building and support of robust investment programs ("AP Solutions").
SOURCE Anchor Pacific Investment Management Corp.
For further information: Steven Adang, CFA® CAIA®, President and Chief Investment Officer, Anchor Pacific Investment Management Corp., Email: firstname.lastname@example.org, Phone: (1) 604-336-9080