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Joe Rooney, Cfa

Partner, Investor Relations at Langdon Equity Partners

Intro Book

Investment professional with 20+ years of experience in client relationship management and investor relations.

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Location

Toronto, Ontario, Canada, CA

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, so Joe has a strong background in investment and finance, with a Master's degree from the University of Toronto and over 20 years of experience. He's worked in various roles, including Vice President at Burgundy Asset Management and Partner at Langdon Equity Partners. His experience in client relationship management and investor relations is in high demand, especially in Toronto. Considering his education and experience, I'd estimate his hourly rate to be around $250, which is on par with other investment professionals in the area. This rate takes into account his judicial background and Harvard degree, which adds prestige to his role.

Bio

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Topline AI

Joe Rooney, CFA, is a seasoned investment professional with over 20 years of experience in client relationship management, new business development, and investor relations. He holds a Master's degree in Finance from the University of Toronto and a Bachelor's degree in Economics from Wilfrid Laurier University.

Experience

Langdon Equity Partners
- Toronto, Ontario, Canada
- Partner, Investor Relations
  - May 2024 - Present
  - Toronto, Ontario, Canada
Ewing Morris & Co. Investment Partners Ltd.
- Toronto, Canada Area
- Partner
  - Sep 2019 - Apr 2024
  - Toronto, Canada Area
Sightline Innovation Inc
- Toronto, Canada Area
- Chief Financial Officer
  - Sep 2016 - Jun 2019
  - Toronto, Canada Area
Burgundy Asset Management

Canada

Investment Management

100 - 200 Employee
- Vice President - Head of U.S. Client Group
  
  Jul 2014 - Sep 2016
  
  Responsible for client relationship management and new business development with U.S institutional investors. (Endowments, Foundations, Pensions and Family Offices)
- Vice President - Head of Private Client Group
  
  Feb 2013 - Jul 2014
- Vice President
  
  Jul 2011 - Feb 2013
  
  Responsible for client relationship management and new business development with U.S institutional investors. (Endowments, Foundations, Pensions and Family Offices)
- Senior Associate
  
  Sep 2010 - Jul 2011
  
  Responsible for client relationship management and new business development with U.S institutional investors. (Endowments, Foundations, Pensions and Family Offices)
- Investment Counsellor
  
  Nov 2006 - Jan 2011
Altamira
- Financial Advisor
  - Feb 2004 - Nov 2006

Education

2008 - 2010

University of Toronto - Rotman School of Management
MFin, Master’s of Finance

2008 - 2010
2000 - 2002

Wilfrid Laurier University
BA, Economics

2000 - 2002
1998 - 1999

Wentworth Institute of Technology
Management of Technology

1998 - 1999

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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Joe Rooney, Cfa

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate