Senior Portfolio Manager
CurrentTailoring investment portfolios to meet the needs of high net worth individuals, institutions and private foundations.
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@rbc.com
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Eric Stodt is listed as Senior Portfolio Manager at RBC Dominion Securities, a company with 5030 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Eric Stodt.
Eric Stodt previously worked as Vice President & Senior Investment Counsellor at Bmo Harris Private Banking and Associate Investment Advisor at Bmo Nesbitt Burns. Eric Stodt holds Bachelor'S Degree, Law & Political Science from Carleton University.
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AeroLeads found 1 current-domain work email signal for Eric Stodt. Compare company email patterns before reaching out.
As a Portfolio Manager I tailor and actively manage investment portfolios for individuals, corporations and private foundations. After gaining experience as an associate investment advisor and compliance officer early in my career, I recognized that discretionary portfolio management is the only style of investment advice that aligns the interests of both clients and advisors. I aim to bridge the gap between the discipline of institutional model-based investing and the unique needs of individuals, and do so by considering the benefits and consequences of each investment decision in the context of every one of my client’s individual circumstances.I hold both the Chartered Financial Analyst (CFA) and the Chartered Investment Manager (CIM) designations and am an active member in the CFA Society Vancouver. I live on the North Shore with my wife and two young children where we enjoy the outdoor life to its fullest.
Listed skills include Investments, Wealth Management, High Net Worth Individuals, Portfolio Management, and 15 others.
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Vancouver, BC
Tailoring investment portfolios to meet the needs of high net worth individuals, institutions and private foundations.
Vancouver
Other employees you can reach at rbcds.com. View company contacts for 5030 employees →
Tood'S Work Email
Colleague at Rbc Dominion Securities
Whitby, Ontario, Canada, Canada
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JD
Jarrett Daoust, Cfp, Rrc, Bcomm
Colleague at Rbc Dominion Securities
Estevan, Saskatchewan, Canada, Canada
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CM
Cindy Mckibbin, Cim®
Colleague at Rbc Dominion Securities
Canada, Canada
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TE
Troy Edwards, B. Admin, Cim, Pim
Colleague at Rbc Dominion Securities
Regina, Saskatchewan, Canada, Canada
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LW
Lori Warner
Colleague at Rbc Dominion Securities
Ingersoll, Ontario, Canada, Canada
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AL
Ada Lau
Colleague at Rbc Dominion Securities
Woodbridge, Ontario, Canada, Canada
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VB
Vince Boschman
Colleague at Rbc Dominion Securities
Winnipeg, Manitoba, Canada, Canada
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SS
Steve Smith
Colleague at Rbc Dominion Securities
Guelph, Ontario, Canada, Canada
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PM
Penny Mary
Colleague at Rbc Dominion Securities
Toronto, Ontario, Canada, Canada
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AM
Aaron Milliken Cfp, Cim, Fcsi
Colleague at Rbc Dominion Securities
Ottawa, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Eric Stodt works for RBC Dominion Securities.
Eric Stodt is listed as Senior Portfolio Manager at RBC Dominion Securities.
AeroLeads has found 1 work email signal at @rbc.com for Eric Stodt at RBC Dominion Securities.
Eric Stodt is based in Vancouver, British Columbia, Canada while working with RBC Dominion Securities.
Eric Stodt has worked for Rbc Dominion Securities, Bmo Harris Private Banking, and Bmo Nesbitt Burns.
Eric Stodt's colleagues at RBC Dominion Securities include Tood'S Work Email, Jarrett Daoust, Cfp, Rrc, Bcomm, Cindy Mckibbin, Cim®, Troy Edwards, B. Admin, Cim, Pim, and Lori Warner.
You can use AeroLeads to view verified contact signals for Eric Stodt at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.
Eric Stodt holds Bachelor'S Degree, Law & Political Science from Carleton University.
Eric Stodt is listed with skills including Investments, Wealth Management, High Net Worth Individuals, Portfolio Management, Wealth Management Services, Investment Management, Investment Advisory, and Mutual Funds.
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