Profiel
Ms. Sara N.
Gottlieb is a Vice President & Portfolio Manager at Bloom Investment Counsel, Inc.
She has been with Bloom Investment Counsel since 1996, Ms. Gottlieb was employed as a Research Associate at First Marathon Securities Ltd.
Ms Gottlieb graduated from the University of Toronto in 1995 with an Honours BA in Economics and Political Science.
She earned her Chartered Financial Analyst designation in 1999.
Eerdere bekende functies van Sara Nicole Gottlieb
| Bedrijven | Functie | Einde |
|---|---|---|
| BLOOM SELECT INCOME FUND | Corporate Officer/Principal | - |
| BLOOM INCOME & GROWTH CANADIAN | Corporate Officer/Principal | - |
First Marathon Securities Ltd.
 First Marathon Securities Ltd. Investment Banks/BrokersFinance Part of National Bank of Canada, First Marathon Securities Ltd. is a Canadian company that provides security brokerage and flotation services. The company is based in Toronto, Canada. The company was founded by Eric Savics, Richard S. Hallisey. | Corporate Officer/Principal | - |
Bloom Investment Counsel, Inc.
 Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel, Inc. is an independent mutual fund manager headquartered in Toronto, Canada. The firm was founded by Paul Bloom in 1985. They manage segregated investment portfolios for wealthy individuals, corporations, institutions and trusts. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Sara Nicole Gottlieb
| University of Toronto | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bloom Income & Growth Canadian Fund
 Bloom Income & Growth Canadian Fund Investment Trusts/Mutual FundsMiscellaneous Bloom Income & Growth Canadian Fund is a closed-end investment fund established under the laws of the province of Ontario in Canada which proposes to issue transferable units of the Fund. The Fund has been created to enable Holders to obtain exposure to an actively managed, diversified portfolio comprised primarily of publicly listed or traded Canadian securities, including dividend paying common equity securities income trusts, REITs and limited partnerships, to a lesser extent, preferred and debt securities, non-dividend paying equities and foreign securities. The company was founded on September 29, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Bloom Select Income Fund
 Bloom Select Income Fund Investment Trusts/Mutual FundsMiscellaneous Bloom Select Income Fund operates as a closed-end investment fund/investment trust. It intends to provide unit holders with an investment in an actively managed portfolio comprised of Canadian equity securities. The company was founded on March 22, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel, Inc. is an independent mutual fund manager headquartered in Toronto, Canada. The firm was founded by Paul Bloom in 1985. They manage segregated investment portfolios for wealthy individuals, corporations, institutions and trusts. | Finance |
First Marathon Securities Ltd.
First Marathon Securities Ltd. Investment Banks/BrokersFinance Part of National Bank of Canada, First Marathon Securities Ltd. is a Canadian company that provides security brokerage and flotation services. The company is based in Toronto, Canada. The company was founded by Eric Savics, Richard S. Hallisey. | Finance |
