Rob Moffat, Cfa
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Rob Moffat, Cfa Email & Phone Number

Portfolio Manager at Middlefield Group at Middlefield Group
Location: Canada 3 work roles 1 school
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Current company
Middlefield Group
Role
Portfolio Manager at Middlefield Group
Location
Canada
Company size
30 employees

Who is Rob Moffat, Cfa? Overview

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Quick answer

Rob Moffat, Cfa is listed as Portfolio Manager at Middlefield Group at Middlefield Group, a with 30 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Rob Moffat, Cfa.

Rob Moffat, Cfa previously worked as Portfolio Manager at Middlefield Group and Investment Analyst at Middlefield Group. Rob Moffat, Cfa holds Bachelor Of Commerce (B.Com.), Finance, General from Western University.

Company email context

Email format at Middlefield Group

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Middlefield Group

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Profile bio

About Rob Moffat, Cfa

Lead Portfolio Manager for Middlefield’s Healthcare funds and Associate Manager for Middlefield’s Real Estate mandates.

Listed skills include Portfolio Management, Financial Analysis, Equities, Financial Reporting, and 15 others.

Current workplace

Rob Moffat, Cfa's current company

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Middlefield Group
Middlefield Group
Portfolio Manager at Middlefield Group
calgary, alberta, canada
Website
middlefield.com
Employees
30
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3 roles

Rob Moffat, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Middlefield Group

Toronto, Ontario, Canada

Responsible for covering global equities with a focus on Healthcare and Real Estate. Lead Portfolio Manager for the Middlefield’s Healthcare funds.

Mar 2021 - Present

Investment Analyst

Middlefield Group

Involved with researching companies and presenting the results to RRs and Portfolio managers. Primarily cover the global real estate and health care sectors. Also involved with the management of Middlefield’s international fund listed on the London Stock Exchange, Middlefield Capital Income PCC, which is designed to invest in a broadly diversified portfolio comprised primarily of equity income securities.

May 2017 - Mar 2021

Associate

Richardson Gmp

Calgary, Canada Area

Analysis of junior oil and gas companies operating in the Canadian energy spaceResponsible for compiling and distributing a morning research note to hundreds of clients daily incorporating; overnight market activity, company specific developments, global macroeconomicsImproved client service through the development of asset allocation reports, the creation of marketing materials, provision of market information and outlooks, performance reporting

Aug 2014 - Mar 2016
Team & coworkers

Colleagues at Middlefield Group

Other employees you can reach at middlefield.com. View company contacts for 30 employees →

CR Craig Rogers Craig Rogers Colleague at Middlefield GroupToronto, Ontario, Canada View → MP Malgosia Paczosa Malgosia Paczosa Colleague at Middlefield GroupToronto, Ontario, Canada View → SH Shihao Hu Shihao Hu Colleague at Middlefield GroupToronto, Ontario, Canada View → RL Rob Lauzon Rob Lauzon Colleague at Middlefield GroupCanada View → NL Nick Lombardi Nick Lombardi Colleague at Middlefield GroupToronto, Ontario, Canada View → SP Shawna Purbis Shawna Purbis Colleague at Middlefield GroupMississauga, Ontario, Canada View → GJ Garth Jestley Garth Jestley Colleague at Middlefield GroupToronto, Ontario, Canada View → AM Aj M. Aj M. Colleague at Middlefield GroupCanada View → SC Stacy Crestohl Stacy Crestohl Colleague at Middlefield GroupToronto, Ontario, Canada View → NT Nancy Tham Nancy Tham Colleague at Middlefield GroupToronto, Ontario, Canada View →
1 education record

Rob Moffat, Cfa education

FAQ

Frequently asked questions about Rob Moffat, Cfa

Quick answers generated from the profile data available on this page.

What company does Rob Moffat, Cfa work for?

Rob Moffat, Cfa works for Middlefield Group.

What is Rob Moffat, Cfa's role at Middlefield Group?

Rob Moffat, Cfa is listed as Portfolio Manager at Middlefield Group at Middlefield Group.

Where is Rob Moffat, Cfa based?

Rob Moffat, Cfa is based in Canada while working with Middlefield Group.

What companies has Rob Moffat, Cfa worked for?

Rob Moffat, Cfa has worked for Middlefield Group and Richardson Gmp.

Who are Rob Moffat, Cfa's colleagues at Middlefield Group?

Rob Moffat, Cfa's colleagues at Middlefield Group include Craig Rogers, Malgosia Paczosa, Shihao Hu, Rob Lauzon, and Nick Lombardi.

How can I contact Rob Moffat, Cfa?

You can use AeroLeads to view verified contact signals for Rob Moffat, Cfa at Middlefield Group, including work email, phone, and LinkedIn data when available.

What schools did Rob Moffat, Cfa attend?

Rob Moffat, Cfa holds Bachelor Of Commerce (B.Com.), Finance, General from Western University.

What skills is Rob Moffat, Cfa known for?

Rob Moffat, Cfa is listed with skills including Portfolio Management, Financial Analysis, Equities, Financial Reporting, Investments, Finance, Oil And Gas, and Mutual Funds.

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