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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 D&A seeks to generate superior investment returns while reducing risk. The firm invests in high-quality equities and fixed income securities. Their emphasis is on investing as opposed to speculating and they concentrate on the ownership of quality companies that can be purchased at favorable prices. They focus on investments in companies trading below their intrinsic value based on a variety of valuation methodologies. | 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 Magna Vista Investment Management uses a combination of growth and value principles to invest in concentrated portfolios of high-quality securities. They also use fixed-income securities to provide safety of capital and generate above-average income. | Gestore di Portafoglio-Azioni | - |
Formazione di Lloyd Goldstein
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Magna Vista Investment Management uses a combination of growth and value principles to invest in concentrated portfolios of high-quality securities. They also use fixed-income securities to provide safety of capital and generate above-average income. | Finance |
Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance D&A seeks to generate superior investment returns while reducing risk. The firm invests in high-quality equities and fixed income securities. Their emphasis is on investing as opposed to speculating and they concentrate on the ownership of quality companies that can be purchased at favorable prices. They focus on investments in companies trading below their intrinsic value based on a variety of valuation methodologies. | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Concordia University
 Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
