Alex Stoody
Gestionnaire de Portefeuille-Actions chez Rae & Lipskie Investment Counsel, Inc.
Profil
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.
Postes actifs de Alex Stoody
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/08/2019 |
Formation de Alex Stoody
| Wilfrid Laurier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
