Profiel
Lorne Steinberg is the founder of Mr. Steinberg Wealth Management, Inc., founded in 2009, serving as President & Portfolio Manager.
Current jobs include Independent Director at Imaflex, Inc. since 2017 and Treasurer & Director at the Portfolio Management Association of Canada.
Former jobs include Managing Director at Magna Vista Investment Management Ltd. from 1999 to 2009 and President & Chief Financial Officer at ISL Lafferty Securities, Inc. Education includes undergraduate studies at McGill University and an MBA from The Wharton School of the University of Pennsylvania.
Actieve functies van Lorne Steinberg
| Bedrijven | Functie | Begin |
|---|---|---|
| IMAFLEX INC. | Directeur/Bestuurslid | 21-06-2017 |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Algemeen Directeur | 06-04-2009 |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a forum for portfolio management firms to share best practices and industry knowledge | Directeur/Bestuurslid | - |
Eerdere bekende functies van Lorne Steinberg
| Bedrijven | Functie | Einde |
|---|---|---|
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Magna Vista Investment Management uses a combination of growth and value principles to invest in concentrated portfolios of high-quality securities. They also use fixed-income securities to provide safety of capital and generate above-average income. | Directeur van Onderzoek - Eigen Vermogen | 31-03-2009 |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Provides securites brokerage services | Financieel Directeur/CFO | - |
Opleiding van Lorne Steinberg
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Imaflex, Inc.
Imaflex, Inc. Containers/PackagingProcess Industries Designs, manufactures and sells packaging materials | Process Industries |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Magna Vista Investment Management uses a combination of growth and value principles to invest in concentrated portfolios of high-quality securities. They also use fixed-income securities to provide safety of capital and generate above-average income. | Finance |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Provides securites brokerage services | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a forum for portfolio management firms to share best practices and industry knowledge | Commercial Services |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















