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Lisa Meger
Analyst-Equity bij
Leith Wheeler Investment Counsel Ltd.
Profiel
Ms. Lisa M.
Meger, CFA, is a Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd. She in December 2008 as an Associate.
Ms. Meger has been actively involved in the firm’s responsible investment activities since the firm signed on to the Principles for Responsible Investment in December 2013.
As a dedicated ESG Analyst, she leads the firm’s ESG research efforts, highlighting material ESG issues at the company level and evaluating companies’ performance in collaboration with the investment team.
Ms. Meger is also involved in the firm’s stewardship activities – participating in company engagements and providing input on proxy voting decisions.
She graduated from Simon Fraser University with a Bachelor of Business Administration degree (Finance).
She holds the Chartered Financial Analyst (CFA) designation.
Actieve functies van Lisa Meger
| Bedrijven | Functie | Begin |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Analyst-Equity | - |
Opleiding van Lisa Meger
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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68
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2
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
Simon Fraser University
 Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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