Jordan McNamee

Founder at

Optimist Fund

Finance

Consumer Services

Profile

Jordan McNamee is the founder and Chief Investment Officer at Optimist Fund, which is founded in 2021.
He was previously an Equity Analyst at CI Investments, Inc. from 2019 to 2021, an Equity Research Associate at Gluskin Sheff + Associates, Inc. from 2012 to 2013, and a Portfolio Manager at Laurier Student Investment Fund from 2013 to 2014.
Mr. McNamee received his undergraduate degree from Wilfrid Laurier University in 2014.

Jordan McNamee active positions

Companies	Position	Start
Optimist Fund	Founder	01/10/2021

All active positions of Jordan McNamee

Former positions of Jordan McNamee

Companies	Position	End
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	01/09/2021
Laurier Student Investment Fund Laurier Student Investment Fund Financial ConglomeratesFinance Operates as an angel investment company	Corporate Officer/Principal	01/08/2014
GLUSKIN SHEFF + ASSOCIATES INC	Corporate Officer/Principal	01/04/2013

See the detail of Jordan McNamee's experience

Training of Jordan McNamee

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jordan McNamee's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
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
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ONEX Canada Asset Management, Inc. ONEX Canada Asset Management, Inc. Investment ManagersFinance Provides investment advisory services	Finance
Laurier Student Investment Fund Laurier Student Investment Fund Financial ConglomeratesFinance Operates as an angel investment company	Finance
Optimist Fund