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Senior Portfolio Manager, Small and Mid-Cap Equities · Montrusco Bolton Investments Inc.

Marc Lecavalier

CRD 8241865 · Named on Form ADV at one SEC-registered adviser

At a glance

Montrusco Bolton Investments Inc., an SEC-registered asset manager based in Montreal, Quebec, Canada with $12.9 billion in regulatory assets, lists Marc Lecavalier on its Form ADV as Senior Portfolio Manager, Small and Mid-Cap Equities, a control person.

Firms and roles

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (22)

  • Benoit BourdagesVice President, Operations and Data Analytics, Montrusco Bolton Investments Inc.
  • Jean-Claude AyotteSenior Vice President, Corporate Affairs, Montrusco Bolton Investments Inc.
  • Sylvain BoulePresident & Chief Executive Officer, Montrusco Bolton Investments Inc.
  • Timothy RussellVice President, Client Servicing, Montrusco Bolton Investments Inc.
  • Ginette TherienSenior Vice President, Governance and Chief Compliance Officer, Montrusco Bolton Investments Inc.

17 more people named with Marc on the same filings, with titles and firms. Free in Atlas with a free account.

See all 22 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.