Alex Stoody
Gestore di Portafoglio-Azioni presso Rae & Lipskie Investment Counsel, Inc.
Profilo
Mr. William A.
Stoody, CFA, is a Vice-President & Portfolio Manager at Rae & Lipskie Investment Counsel, Inc.
He has gained experience in all areas of the wealth management framework from prudent risk management to excellent client service.
He received his undergraduate degree from Wilfrid Laurier University.
He has earned both his CIM and CFA designation.
Posizioni attive di Alex Stoody
Società | Posizione | Inizio |
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Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Gestore di Portafoglio-Azioni | 01/08/2019 |
Formazione di Alex Stoody
Wilfrid Laurier University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Finance |
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