Kara Lilly Email & Phone Number
Senior Investment Strategist @ Focus Wealth Management
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Kara Lilly Location
- Toronto, ON, CA
Kara Lilly Work
- 2024 -now Senior Investment Strategist @
- 2023 -now Partner, Vice President @
- 2022 -now Founder @
- 2019 -now Professional Athlete @ UCI and Pro Road Teams
- 2020 -2022 Marketing Director @
- 2014 -2018 Investment Strategist and Partner @
- 2012 -2015 Founder + Chair - Calgary Chapter @
- 2009 -2014 Equity Analyst @
Kara Lilly Skills
- Private Equity
- Equities
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investment Banking
- Entrepreneurship
- Marketing Communications
- Investments
- Bloomberg
- Marketing
- Equity Valuation
- Marketing Strategy
- Investment Strategies
- Asset Management
- Financial Analysis
- Strategy
- Valuation
- Investment Management
- Equity Research
Kara Lilly Summary
- Kara Lilly, based in Toronto, ON, CA, is currently a Senior Investment Strategist at Focus Wealth Management. Kara Lilly brings experience from previous roles at Behind the Counter, Undaunted, UCI and Pro Road Teams and Rewatt Power. With a robust skill set that includes Private Equity, Equities, Portfolio Management, Financial Modeling, Capital Markets and more. Kara Lilly has 1 emails on RocketReach.
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Top Focus Wealth Management Employees
Kara Lilly
Senior Investment Strategist
Toronto, ON, CA
Michael Kosmalski
Co-Chief Investment Officer
Toronto, ON, CA
Alexander MacDonald
Portfolio Manager
Toronto, ON, CA
Ling Chhor
Director, Client Administration
Toronto, ON, CA
James Stellick
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Toronto, ON, CA
John Kustec
Senior Vice President
Toronto, ON, CA
Henry Kim
Chief Financial Officer and Head of Compliance
Toronto, ON, CA
Ryan Falcone
Associate Vice President, Client Advisory
Toronto, ON, CA
Ted Conrod
President
Canada
Maria Leon
Associate, Client Administration
Toronto, ON, CA
Jeff Hales
Co-Chief Investment Officer
Toronto, ON, CA
Winnie Tong
Associate Vice President, Client Advisory
Toronto, ON, CA
Sabrina Medeiros
Investment Operations Associate
Toronto, ON, CA
Nicole Vaz
Analyst, Client Advisory
Toronto, ON, CA
Yuliya Hrymaliuk
Manager of Operations
Toronto, ON, CA
John Kustec
Senior Vice President
Toronto, ON, CA
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