Fundraising Fox

Tony Ciero

Investor

President & CIO, Caldwell Asset Management at Caldwell Securities Ltd.

Markham, Ontario, Canada

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175 people in our graph share verified history with Tony β€” schools, employers, funds. One of them is your warm intro.

Ray SharmaunlockedTony: together at Caldwell Securities Ltd. (2025–2026)
Tony: together at Caldwell Securities Ltd.
Γ—10Tony: together at York University

About

President and CIO of Caldwell Asset Management, a division of Caldwell Securities; holds CFA and CFP designations.

ContactΒ· self-published, not guessed

Experience

  1. Caldwell Asset Management, A Division of Caldwell Securities Ltd. Est. 1980President & CIOcurrent2025 β€” present
  2. Caldwell Securities Ltd.Vice President & Senior Portfolio Managercurrent2023 β€” presentToronto, Ontario, Canada
  3. Caldwell Securities Ltd.Pendingcurrent2023 β€” present
  4. UBS Bank (Canada)Executive Director & Senior Portfolio Manager2009 β€” 2023
  5. BMO Harris Private BankingManager, Portfolio Management Group2008 β€” 2009
  6. BMO Harris Private BankingAssociate Portfolio Manager / Investment Counselor2006 β€” 2008

Skills & more

Financial Planning1Portfolio Management2Investments2Financial Markets1Fixed Income Portfolio ManagementAsset AllocationSocially Responsible InvestingPrivate Equity

From Tony's professional profile.

Colleagues at Caldwell Securities Ltd.

Frequently asked questions

Who is Tony Ciero?
President and CIO of Caldwell Asset Management, a division of Caldwell Securities; holds CFA and CFP designations.
Where does Tony Ciero work?
Tony Ciero is President & CIO, Caldwell Asset Management at Caldwell Securities Ltd..
Where did Tony Ciero go to school?
Tony Ciero studied at York University (Undergrad, Math for Commerce).

Same school

Shared employers