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Lloyd Goldstein
Gestore di Portafoglio-Azioni presso Doherty & Associates Ltd.
Profilo
Mr. Lloyd Goldstein is a Senior Vice President & Portfolio Manager at Doherty & Associates Ltd.
He joined our Montreal office in 1998 and brings more than 30 years of investment management experience to the team and experience and leadership in our Montreal office has been key to Doherty’s success.
Mr. Goldstein was previously employed as a Senior Vice President & Portfolio Manager by Magna Vista Investment Management Ltd.
He received his undergraduate degree from McGill University and an MBA from Concordia University.
Posizioni attive di Lloyd Goldstein
Società | Posizione | Inizio |
---|---|---|
Doherty & Associates Ltd.
![]() Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Gestore di Portafoglio-Azioni | 01/01/2013 |
Precedenti posizioni note di Lloyd Goldstein
Società | Posizione | Fine |
---|---|---|
Magna Vista Investment Management Ltd.
![]() Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Gestore di Portafoglio-Azioni | - |
Formazione di Lloyd Goldstein
McGill University | Undergraduate Degree |
Concordia University | Masters Business Admin |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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Magna Vista Investment Management Ltd.
![]() Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
Doherty & Associates Ltd.
![]() Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
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