Profil
Mr. Lionel J.
Fogler is a Managing Director & Portfolio Manager at Kingwest & Co. He is responsible for analysis and valuation of potential investment opportunities.
He also monitors the firm’s overall portfolio risk and construction.
He is a member of Kingwest’s Portfolio Management Committee and Investment Committee.
Prior to joining Kingwest, Mr. Fogler worked for a major multinational technology company in their financial service group, managing systems for international banks.
He received a BA from Wittenberg University, an MBA from EDHEC formerly Theseus Institute in France, and completed the Executive Education program in Value Investing at Columbia Business School.
He also holds the Chartered Investment Manager (CIM®) designation.
Postes actifs de Lionel J. Fogler
| Sociétés | Poste | Début |
|---|---|---|
Kingwest & Co.
 Kingwest & Co. Investment ManagersFinance Founded in 1982, Kingwest & Co. is a in investment advisor firm located in Toronto, Ontario. The firm is a subsidiary of Selian Securities, Inc.. They provide services to high net-worth individuals and institutions. They also manage various open-ended mutual funds for Northwest Mutual Funds. Kingwest & Co. is a Member Canadian Investor Protection Fund TSX and IIROC. | Analyst-Equity | 01/09/2002 |
Anciens postes connus de Lionel J. Fogler
| Sociétés | Poste | Fin |
|---|---|---|
Kingwest Advisors, Inc.
 Kingwest Advisors, Inc. Investment ManagersFinance Kingwest Advisors, Inc. is a Canadian company that provides investment advice. The company is based in Toronto, Canada. The company was founded in 2005. | Analyst-Equity | - |
Formation de Lionel J. Fogler
| Wittenberg University | Undergraduate Degree |
| Theseus International Management Institute | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kingwest & Co.
Kingwest & Co. Investment ManagersFinance Founded in 1982, Kingwest & Co. is a in investment advisor firm located in Toronto, Ontario. The firm is a subsidiary of Selian Securities, Inc.. They provide services to high net-worth individuals and institutions. They also manage various open-ended mutual funds for Northwest Mutual Funds. Kingwest & Co. is a Member Canadian Investor Protection Fund TSX and IIROC. | Finance |
Kingwest Advisors, Inc.
Kingwest Advisors, Inc. Investment ManagersFinance Kingwest Advisors, Inc. is a Canadian company that provides investment advice. The company is based in Toronto, Canada. The company was founded in 2005. | Finance |
