Jonathan Lo

Jonathan Lo is a seasoned professional with a diverse educational background and extensive experience in finance and investments. He holds an MBA in Finance, Accounting, and Strategy from Saïd Business School at the University of Oxford, a B. Sc. in Economics from Seton Hall University, and has also studied at the CFA Institute. Jonathan currently serves as the Vice President & Client Portfolio Manager at AGF Investments, showcasing his expertise in managing client portfolios. Prior to this role, he held various positions at AGF Management Limited, including Vice President & Portfolio Specialist, Director of Portfolio Specialist, and Research Associate in Institutional Equity Research. Jonathan's experience also extends to roles at reputable firms such as CIBC World Markets, RCapital Partners, Franklin Templeton Investments, TD Mutual Funds, and TD Waterhouse. His background encompasses private equity consulting, investment analysis, and financial planning, making him a well-rounded professional in the finance industry.