Lyle A. Stein

Lyle A. Stein

President at Forvest Global Wealth Management, Inc.

Net worth: 91 577 $ as of 2024-04-29

Finance
Consumer Services
Commercial Services

Profile

Lyle A.
Stein
is currently the Director at Inter-Varsity Christian Fellowship of Canada, Portfolio Manager at Tera Capital Corp., Member at CFA Society Toronto, and President at Forvest Global Wealth Management, Inc. He previously worked as an Independent Director at NEMI Northern Energy & Mining, Inc., Managing Director at Sceptre Investment Counsel Ltd., and Managing Director & Senior Portfolio Manager at Vestcap Investment Management, Inc. Mr. Stein has an undergraduate degree from the University of Toronto and a graduate degree from the University of Wisconsin.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2024-02-29 709,900 ( 1.10% ) 91 577 $ 2024-04-29

Lyle A. Stein active positions

CompaniesPositionStart
Portfolio Manager-Equities -
Corporate Officer/Principal 2011-05-01
Director/Board Member -
Forvest Global Wealth Management, Inc. President 2020-08-31
All active positions of Lyle A. Stein

Former positions of Lyle A. Stein

CompaniesPositionEnd
Portfolio Manager-Equities 2019-06-30
Corporate Officer/Principal -
NEMI NORTHERN ENERGY Director/Board Member 2012-04-15
See the detail of Lyle A. Stein's experience

Training of Lyle A. Stein

University of Toronto Undergraduate Degree
University of Wisconsin Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lyle A. Stein's experience

Connections

84

1st degree connections

9

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies7

Energy Minerals

Finance

Finance

Commercial Services

Commercial Services

Finance

Forvest Global Wealth Management, Inc.

See company connections