Partner, Institutional Relationship Manager @ (June 2023 - March 2025)
Co-Head, Client Relations @ (April 2021 - June 2023)
Associate Director, Investments @ (March 2020 - March 2021)
Investment Consultant @ (January 2018 - March 2020)
U.S. Pension Plans, Senior Investment Analyst @ (October 2014 - December 2017)
U.S. Pension Plans, Client Account Representative @ (October 2012 - October 2014)
Mike Lo Education
Smith School of Business at Queen's University
Master of Finance
2017-2018
University of Toronto - Rotman School of Management
B. Comm (Finance and Economics)
2008-2012
Upper Canada College
International Baccalaureate Program
2004-2008
Mike Lo Skills
Analysis
Analytical Skills
Bloomberg
Bloomberg Terminal
Capital Markets
Corporate Finance
Equities
Finance
Financial Analysis
Financial Modeling
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Portfolio Management
Research
Risk Management
Teamwork
Time Management
Valuation
Mike Lo Summary
Mike Lo, based in Toronto, ON, CA, is currently a Senior Institutional Relationship Manager, Public Markets Sales at Fiera Capital. Mike Lo brings experience from previous roles at EdgePoint Wealth Management, Black Creek Investment Management Inc. and Willis Towers Watson. Mike Lo holds a 2017 - 2018 Master of Finance @ Smith School of Business at Queen's University. With a robust skill set that includes Analysis, Analytical Skills, Bloomberg, Bloomberg Terminal, Capital Markets and more. Mike Lo has 1 emails on RocketReach.
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