Profile
Mr. Kamaldeep Grewal is a Founder at Forthlane Investment Management, Inc. He is on the Board of Directors at Sustainable America, Inc.
Previously, Mr. Grewal was the Capital Markets Strategist at Precocity Capital, and from 2009 to 2015, he acted as Managing Director, Canadian Institutional Equity Sales at BMO Capital Markets in New York City.
Before BMO, he was a core partner at UBS Securities Canada and led Credit Suisse First Boston’s Canadian Equity Capital Markets Group.
Mr. Grewal started his career in Corporate Finance at Scotia Capital in 1996.
He holds a Bachelor of Commerce (First-Class Honours) from Queen’s University.
Ken Grewal active positions
| Companies | Position | Start |
|---|---|---|
Sustainable America, Inc.
Sustainable America, Inc. Miscellaneous Commercial ServicesCommercial Services Engages in reducing oil consumption and food wastage program | Director/Board Member | - |
Forthlane Partners, Inc.
Forthlane Partners, Inc. Investment ManagersFinance Forthlane constructs a well-diversified, pension-style portfolio that aims to achieve above-market net returns with lower risk. These portfolios span a wide range of asset classes and are tailored to meet each client’s unique goals, ensuring long-term success even in the face of market volatility. | Founder | 01/06/2017 |
Former positions of Ken Grewal
| Companies | Position | End |
|---|---|---|
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Institutional Sales | - |
Training of Ken Grewal
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
Sustainable America, Inc.
Sustainable America, Inc. Miscellaneous Commercial ServicesCommercial Services Engages in reducing oil consumption and food wastage program | Commercial Services |
Forthlane Partners, Inc.
Forthlane Partners, Inc. Investment ManagersFinance Forthlane constructs a well-diversified, pension-style portfolio that aims to achieve above-market net returns with lower risk. These portfolios span a wide range of asset classes and are tailored to meet each client’s unique goals, ensuring long-term success even in the face of market volatility. | Finance |
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