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Profil
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.
Anciens postes connus de Sara Nicole Gottlieb
| Sociétés | Poste | Fin |
|---|---|---|
| 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 Provides security brokerage and flotation services | Corporate Officer/Principal | - |
Bloom Investment Counsel, Inc.
 Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sara Nicole Gottlieb
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bloom Income & Growth Canadian Fund
 Bloom Income & Growth Canadian Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Bloom Select Income Fund
 Bloom Select Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Marathon Securities Ltd.
First Marathon Securities Ltd. Investment Banks/BrokersFinance Provides security brokerage and flotation services | Finance |
