Jonathan Lo

Finance

Consumer Services

Profile

Mr. Jonathan Lo is a Research Associate at CIBC World Markets, Inc. Prior to joining CIBC in December 2010, Mr. Lo worked as a Strategy Consultant at RCapital Partners LLP, Senior Investment Analyst at Franklin Resources, Inc., and Financial Planning Associate at TD Waterhouse Private Investment Counsel, Inc. Mr. Lo received his Bachelor of Science in Economics from Seton Hall University and an MBA from the University of Oxford.

Former positions of Jonathan Lo

Companies	Position	End
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.	Analyst-Equity	31/01/2012
RCapital Partners LLP RCapital Partners LLP Investment ManagersFinance RCapital Partners LLP (RCapital Partners ) is an independent private equity firm founded in 2004 by Jamie Christopher Constable and Peter Martin Ward. The firm is headquartered in London, United Kingdom.	Corporate Officer/Principal	29/11/2010
FRANKLIN RESOURCES, INC.	Corporate Officer/Principal	30/12/2008
TD Waterhouse Private Investment Counsel, Inc. TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities.	Corporate Officer/Principal	31/12/2005

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Training of Jonathan Lo

Seton Hall University	Undergraduate Degree
University of Oxford	Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	1
FRANKLIN RESOURCES, INC.	Finance

Private companies	3
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.	Finance
RCapital Partners LLP RCapital Partners LLP Investment ManagersFinance RCapital Partners LLP (RCapital Partners ) is an independent private equity firm founded in 2004 by Jamie Christopher Constable and Peter Martin Ward. The firm is headquartered in London, United Kingdom.	Finance
TD Waterhouse Private Investment Counsel, Inc. TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities.	Finance

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