Profilo
Lorne Steinberg is the founder of Mr. Steinberg Wealth Management, Inc., founded in 2009, serving as President & Portfolio Manager.
Current jobs include Independent Director at Imaflex, Inc. since 2017 and Treasurer & Director at the Portfolio Management Association of Canada.
Former jobs include Managing Director at Magna Vista Investment Management Ltd. from 1999 to 2009 and President & Chief Financial Officer at ISL Lafferty Securities, Inc. Education includes undergraduate studies at McGill University and an MBA from The Wharton School of the University of Pennsylvania.
Posizioni attive di Lorne Steinberg
| Società | Posizione | Inizio |
|---|---|---|
| IMAFLEX INC. | Direttore/Membro del Consiglio | 21/06/2017 |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Amministratore Delegato | 06/04/2009 |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a forum for portfolio management firms to share best practices and industry knowledge | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Lorne Steinberg
| 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. | Direttore della Ricerca - Azioni | 31/03/2009 |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Provides securites brokerage services | Direttore Finanziario/CFO | - |
Formazione di Lorne Steinberg
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
Imaflex, Inc.
Imaflex, Inc. Containers/PackagingProcess Industries Designs, manufactures and sells packaging materials | Process Industries |
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 |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Provides securites brokerage services | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a forum for portfolio management firms to share best practices and industry knowledge | Commercial Services |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















