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Sara Nicole Gottlieb
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Profile
Ms. Sara N.
Gottlieb is a Vice President & Portfolio Manager at Bloom Investment Counsel, Inc.
She has been with Bloom Investment Counsel since 1996, Ms. Gottlieb was employed as a Research Associate at First Marathon Securities Ltd.
Ms Gottlieb graduated from the University of Toronto in 1995 with an Honours BA in Economics and Political Science.
She earned her Chartered Financial Analyst designation in 1999.
Former positions of Sara Nicole Gottlieb
| Companies | Position | End |
|---|---|---|
| BLOOM SELECT INCOME FUND | Corporate Officer/Principal | - |
| BLOOM INCOME & GROWTH CANADIAN | Corporate Officer/Principal | - |
First Marathon Securities Ltd.
 First Marathon Securities Ltd. Investment Banks/BrokersFinance Provides security brokerage and flotation services | Corporate Officer/Principal | - |
Bloom Investment Counsel, Inc.
 Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Portfolio Manager-Equities | - |
Training of Sara Nicole Gottlieb
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Bloom Income & Growth Canadian Fund
 Bloom Income & Growth Canadian Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Bloom Select Income Fund
 Bloom Select Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Bloom Investment Counsel, Inc.
Bloom Investment Counsel, Inc. Investment ManagersFinance Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Marathon Securities Ltd.
First Marathon Securities Ltd. Investment Banks/BrokersFinance Provides security brokerage and flotation services | Finance |
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