Larry Berman Email & Phone Number
Chief Investment Officer @ Quintessence Wealth
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Larry Berman Location
- Vaughan, ON, CA
Larry Berman Work
- 2006 -now Chief Investment Officer @
- 2007 -now Host @
- 2006 -now Partner, Chief Investment Officer @
- 2006 -2006 Chief Investment Officer @
- 2008 -2013 International Advisor @ MTA Educational Foundation
- 2004 -2013 Director, Past President @
- 1997 -2006 Chief Technical Strategist, Managing Director @ CIBC World Markets
- 1999 -2005 Director @ International Federation of Technical Analysts (IFTA)
- 1995 -1997 Senior Market Strategist @
- 1994 -1995 Technical Analyst @ Marleau, Lemire Securities Inc.
- 1990 -1994 Financial Systems Analyst @ Burns Fry Ltd.
Larry Berman Education
- CFA Institute
CFA (Chartered Financial Analyst)
1999-1999 - Market Technicians Association
CMT (Chartered Market Technician)
1997-1997 - National Futures Association
Commodity Trading Advisor Registration
1996-1996 - Canadian Securities Institute
Canadian Futures Course (Canadian Futures Course)
1993-1993 - Canadian Securities Institute
Canadian Options Course (Canadian Options Course)
1991-1991 - Canadian Securities Institute
CSC (Capital Markets)
1990-1990 - York University
BA (Economics)
1984-1988
Larry Berman Skills
- Commodities
- Technical Analysis
- Portfolio Management
- Fixed Income
- FX
- Equities
- Asset Management
- Investments
- Wealth Management
- Risk Management
- Hedge Funds
- Asset Allocation
- Trading
- Derivatives
- Financial Markets
- Financial Planning
- Options
- Research
- Financial Modeling
- Equity Research
- Investment Advisory
- Securities
- Trading Systems
- Financial Analysis
- Quantitative Analysis
- Economics
- Public Speaking
- Capital Markets
- Commodity
- ETFs
- Investment Strategies
- Bloomberg
- Alternative Investments
- Strategy
- Quantitative Analytics
- Bonds
- Strategic Financial Planning
- FX Options
- Equity Trading
- Investment Management
- Mutual Funds
- Variance Analysis
- Capital Management
- Accounting
- Cash Flow
- Cost Accounting
- Accruals
- Forecasting
- Csta
- Analysts
- Account Reconciliation
- Internal Controls
- GAAP
- Sarbanes Oxley Act
- Budgets
- Financial Reporting
- Fixed Assets
- General Ledger
- Financial Audits
Larry Berman Summary
- Larry Berman, based in Vaughan, ON, CA, is currently a Chief Investment Officer at Quintessence Wealth. Larry Berman brings experience from previous roles at Business News Network (BNN), ETF Capital Management and MTA Educational Foundation. Larry Berman holds a 1999 - 1999 CFA in Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Commodities, Technical Analysis, Portfolio Management, Fixed Income, FX and more. Larry Berman has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Quintessence Wealth Employees
Thomas Suggitt
Portfolio Manager
Vancouver, BC, CA
Catherine Dorna
Chief Compliance Officer
Toronto, ON, CA
Matt Petras
Head of AI Strategy and Partner Technology
Toronto, ON, CA
Laura McNeil
Chief Performance Officer
Toronto, ON, CA
Thomas Kosciuch
Head of Engineering
Toronto, ON, CA
Josh Mendleson
Director
Toronto, ON, CA
Yaw Boadu
Portfolio Manager
Calgary, AB, CA
Danielle Wu
Accountant
Toronto, ON, CA
Kathleen Wylie
Head of External Manager Research
Toronto, ON, CA
Jared Rabinowitz
CEO, Executive and Founding Partner
Toronto, ON, CA
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