Jonathan Lo

Jonathan Lo has a diverse work experience in the financial industry. Jonathan has recently been working at AGF Investments as a Vice President, first as a Vice President & Client Portfolio Manager from April 2020 to April 2022, and then transitioning to the role of Vice President, Growth Equities starting in April 2022. Prior to their time at AGF Investments, Jonathan worked at AGF Management Limited as a Vice President & Portfolio Specialist, focusing on North American and International Equities from June 2015 to April 2020. Before that, they held the position of Director, Portfolio Specialist - North American and International Equities from February 2012 to June 2015. Jonathan's earlier work experience includes roles at CIBC World Markets as a Research Associate in Institutional Equity Research from December 2010 to February 2012, at RCapital Partners as a Private Equity Consultant in 2010, at Franklin Templeton Investments as an Investment Analyst from 2007 to 2009, at TD Mutual Funds as an Editorial Associate from 2006 to 2007, and at TD Waterhouse as a Financial Planning Associate from 2005 to 2006.

Jonathan Lo completed their B. Sc. in Economics from Seton Hall University in the years 1998 to 2003. Later, they pursued an MBA in Finance, Accounting, and Strategy from Saïd Business School, University of Oxford, between 2009 and 2010. Additionally, they obtained additional education from the CFA Institute.