Eric Szöghy
Portefeuillebeheerder-Aandelen bij National Bank Financial, Inc.
Profiel
Mr. Eric Szöghy is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, Inc. He has extensive experience in financial planning in addition to being a certified insurance expert.
He started his career as an investment advisor with Whalen Béliveau & Associés.
He was made partner after years of delivering top-notch service growing the assets of his expanding client base.
Whalen Béliveau & Associés was acquired by Lévesque Beaubien Geoffrion in the mid 90’s, changing its name to National Bank Financial in 1999.
Mr. Szöghy received a bachelor’s in finance from Concordia University in Montreal.
Actieve functies van Eric Szöghy
| Bedrijven | Functie | Begin |
|---|---|---|
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Portefeuillebeheerder-Aandelen | 01-01-1999 |
Opleiding van Eric Szöghy
| Concordia University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Finance |
