Lloyd Goldstein
Gestionnaire de Portefeuille-Actions chez Doherty & Associates Ltd.
Profil
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.
Postes actifs de Lloyd Goldstein
| Sociétés | Poste | Début |
|---|---|---|
Doherty & Associates Ltd.
 Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Lloyd Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
Magna Vista Investment Management Ltd.
 Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Lloyd Goldstein
| McGill University | Undergraduate Degree |
| Concordia University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
