Profile
Lisa Maryse Yazdi is currently a Senior Private Wealth Portfolio Manager at Jarislowsky, Fraser Ltd., a position held since 2022.
Formerly, Ms. Yazdi was a Principal at abrdn (USA) Ltd. in 2005.
Education includes an MBA from Queen's University, conferred in 2012, and an undergraduate degree from Concordia University, conferred in 2005.
Lisa Yazdi active positions
| Companies | Position | Start |
|---|---|---|
Jarislowsky, Fraser Ltd.
Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies. | Portfolio Manager-Equities | 2005-08-31 |
Former positions of Lisa Yazdi
| Companies | Position | End |
|---|---|---|
abrdn (USA) Ltd.
abrdn (USA) Ltd. Investment ManagersFinance abrdn USA offers investment expertise across all key asset classes, regions and markets. The combination of their research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps them find the most sustainable future-fit investment opportunities globally. | Corporate Officer/Principal | 2005-08-30 |
Training of Lisa Yazdi
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 |
|---|---|
Jarislowsky, Fraser Ltd.
Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies. | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
abrdn (USA) Ltd.
abrdn (USA) Ltd. Investment ManagersFinance abrdn USA offers investment expertise across all key asset classes, regions and markets. The combination of their research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps them find the most sustainable future-fit investment opportunities globally. | Finance |
Concordia University
Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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