Profile
Mr. Joe Mastrolonardo, CFA MBA, is Vice President & Portfolio Manager at Mackenzie Financial Corp.
Mr. Mastrolonardo joined Mackenzie in November 1997, ater working for Ultravest Investment Counsellors where he was an Investment Analyst.
Before joining Ultravest, he had gained valuable investment experience at the Canadian Imperial Bank of Commerce that included working within Wood Gundy's Equity Research Group.
Mr. Mastrolonardo has a BBA (Hons) from the University of Western Ontario an MBA from the University of Toronto.
He is also a CFA charterholder.
Former positions of Joe Mastrolonardo
| Companies | Position | End |
|---|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Analyst-Equity | 2013-11-29 |
CIBC Wood Gundy Securities Corp.
CIBC Wood Gundy Securities Corp. Major BanksFinance Commercial bank | Analyst-Equity | 1997-10-29 |
Training of Joe Mastrolonardo
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
CIBC Wood Gundy Securities Corp.
CIBC Wood Gundy Securities Corp. Major BanksFinance Commercial bank | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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