Lilly Tzvetkova
Gestionnaire de Portefeuille-Actions chez CWB Wealth Management Ltd.
Profil
Ms. Liliana Tzvetkova, CFA, is a Co-Head of US Equities & Portfolio Manager at CWB Wealth Management Ltd.
She has 10 years of experience in the industry, five of which were spent managing U.S.
equity portfolios.
Ms. Tzvetkova was employed as an Equity Analyst by Adroit Investment Management Ltd.
and a Research Associate by DWM Securities, Inc.
She received her undergraduate degree from Concordia University and an undergraduate degree from the University of Sofia.
Postes actifs de Lilly Tzvetkova
| Sociétés | Poste | Début |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Gestionnaire de Portefeuille-Actions | 01/03/2017 |
Anciens postes connus de Lilly Tzvetkova
| Sociétés | Poste | Fin |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Analyst-Equity | 01/03/2017 |
DWM Securities, Inc.
 DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Analyst-Equity | 01/10/2012 |
Formation de Lilly Tzvetkova
| Concordia University | Undergraduate Degree |
| University of Sofia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |