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Zaheer Edoo

Zaheer Edoo

Senior Consultant

Followers of Zaheer Edoo140 followers
location of Zaheer EdooMiami, Florida, United States

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  • Timeline

  • About me

    Chief Executive Officer at Cardinal Advisers LLC

  • Education

    • McGill University

      -
      Bachelor of Arts (BA) Economics Honors

    • Appleby College

      -
      High School Diploma

    • Georgetown University - The McDonough School of Business

      -
      Master of Business Administration (MBA)

  • Experience

    • Deloitte

      Jan 2000 - Jan 2001
      Senior Consultant

      Planned and performed business valuations for the Financial Advisory Services (FAS) group. Produced fair market valuations of private equity, minority interests, brands and trademarks, and for mergers and acquisitions purposes.

    • RBC

      Jan 2002 - Jan 2003
      Investment Manager

      Investment Manager for Trinidad & Tobago’s largest private asset management company, RBC Royal Bank Trust. Managed USD $2.0 billion investment portfolio consisting of pension plans, mutual funds and deferred annuities.

    • Vega Capital Management Ltd

      Jan 2004 - Jul 2016
      Chief Executive Officer

      Founded, developed and managed an independent investment advisory practice, dedicated to providing investment solutions and managing money of clients.

    • Cardinal Advisers LLC

      Aug 2016 - now
      Chief Executive Officer

      Managed an independent investment advisory practice, dedicated to providing investment solutions and managing client investment portfolios.

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute