Lyle Stein

Lyle Stein Email and Phone Number

President, Forvest Global Wealth Management (Canada) @ Forvest SA
Toronto, ON, CA
Lyle Stein's Location
Toronto, Ontario, Canada, Canada
Lyle Stein's Contact Details

Lyle Stein personal email

About Lyle Stein

Lyle Stein is a President, Forvest Global Wealth Management (Canada) at Forvest SA. He possess expertise in asset management, investment strategies, equities, capital markets, alternative investments and 3 more skills.

Lyle Stein's Current Company Details
Forvest SA

Forvest Sa

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President, Forvest Global Wealth Management (Canada)
Toronto, ON, CA
Lyle Stein Work Experience Details
  • Forvest Sa
    President, Forvest Global Wealth Management (Canada)
    Forvest Sa
    Toronto, On, Ca
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  • Forvest Sa
    President, Forvest Global Wealth Management (Canada)
    Forvest Sa Sep 2020 - Present
    Geneva, Switzerland
    Forvest Canada provides bespoke asset management services to high net worth Canadian families. Part of the Geneva-based Forvest Group, we create client-specific portfolios based on our global research inputs and an emphasis on capital preservation.
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  • Sitting On A Rock
    Chief Contemplative Officer
    Sitting On A Rock Aug 2019 - Jan 2021
    Pondered the direction of the wealth management industry in the low-interest rate world of the 21st century. Explored fintech solutions that could enhance the delivery of portfolio management services to high net worth families.
  • Vestcap Investment Management
    Managing Director, Chief Compliance Officer
    Vestcap Investment Management May 2015 - Jul 2019
    Toronto, Canada Area
    Portfolio Manager and CCO at private client manager. Managed assets for high net worth individuals as well as a high-yield fund.
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  • Leon Frazer & Assocates Inc.
    Ceo, Cco, Managing Director
    Leon Frazer & Assocates Inc. Nov 2011 - May 2015
    Toronto, Ontario, Canada
    One of Canada's longest-tenured investment counsel companies, Leon Frazier and Associates managed personal client and institutional assets of $1.75Bn during my tenure, emphasizing a dividend-driven equity strategy.
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  • Red Barn Capital Inc
    Founder, President
    Red Barn Capital Inc Apr 2002 - Nov 2011
    Toronto, Ontario, Canada
    Investment boutique created to manage capital for high net worth families with emphasis on small cap and special situation investments. Managed equity-income, small cap and offshore (China) LP funds. Company sold to Leon Frazier and Associates at which time I became CEO.
  • Sceptre Investment Counsel
    Portfolio Manager
    Sceptre Investment Counsel Mar 1992 - Apr 2002
    Toronto, Ontario, Canada
    Canadian Equity manager. Was lead manager of the Sceptre Balanced Growth Fund, twice awarded as Canada's "Balanced Fund of the Year". Industries covered included Materials, Golds, Utilities and Technology.
  • Nesbitt Thomson Inc.
    Chief Portfolio Strategist
    Nesbitt Thomson Inc. Jan 1988 - Mar 1992
    Toronto, Ontario, Canada
    Chief Portfolio Strategist responsible for recommending asset mix, equity strategy and stock selection to the firm's institutional and retail clients. Twice voted as Canada's Top Ranked Portfolio Strategist in polls of institutional investors.
  • Foster Associates Inc.
    Consultant
    Foster Associates Inc. Sep 1981 - Dec 1988
    Washington, District Of Columbia, United States
    Provided cost of capital testimony in utility rate cases in Canada and the US.

Lyle Stein Skills

Asset Management Investment Strategies Equities Capital Markets Alternative Investments Asset Allocation Business Strategy Asset Managment

Lyle Stein Education Details

Frequently Asked Questions about Lyle Stein

What company does Lyle Stein work for?

Lyle Stein works for Forvest Sa

What is Lyle Stein's role at the current company?

Lyle Stein's current role is President, Forvest Global Wealth Management (Canada).

What is Lyle Stein's email address?

Lyle Stein's email address is ly****@****ail.com

What is Lyle Stein's direct phone number?

Lyle Stein's direct phone number is +141686*****

What schools did Lyle Stein attend?

Lyle Stein attended University Of Toronto, University Of Wisconsin-Madison.

What skills is Lyle Stein known for?

Lyle Stein has skills like Asset Management, Investment Strategies, Equities, Capital Markets, Alternative Investments, Asset Allocation, Business Strategy, Asset Managment.

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