Abe Gottesman
Portfolio Manager-Equities at BMO Nesbitt Burns, Inc. (Investment Management)
Profile
Mr. Abraham Gottesman, CFA MBA, is an Investment Advisor & Portfolio Manager at BMO Nesbitt Burns, Inc. He provides services in a few Canadian provinces and has begun to expand his financial services to some U.S States.
He has a disciplined investment philosophy and has created four strong portfolio models.
He has been in the investment industry since 2001.
Prior to joining BMO Nesbitt Burns in May 2011, Mr. Gottesman was employed as Vice President of Investments by Mackenzie Financial Corp.
He was also previously employed by The Toronto-Dominion Bank and by PricewaterhouseCoopers LLC.
Previously he was a Portfolio Manager responsible for North American equities with the multiple award winning Ivy Team at Mackenzie Investments.
He holds a Bachelor of Business Administration in International Marketing from Baruch College in New York City and a Master’s in Business Administration in Finance from the University of Toronto.
Abe Gottesman active positions
| Companies | Position | Start |
|---|---|---|
BMO Nesbitt Burns, Inc. (Investment Management)
 BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Portfolio Manager-Equities | 30/04/2011 |
Former positions of Abe Gottesman
| Companies | Position | End |
|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Portfolio Manager-Equities | 27/02/2010 |
| THE TORONTO-DOMINION BANK | Corporate Officer/Principal | - |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Training of Abe Gottesman
| University of Toronto | Masters Business Admin |
| Baruch College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE TORONTO-DOMINION BANK | Finance |
| Private companies | 3 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
BMO Nesbitt Burns, Inc. (Investment Management)
BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Finance |
| Pricewaterhousecoopers LLC |
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