Eric Szöghy
Portfolio Manager-Equities at National Bank Financial, Inc.
Profile
Mr. Eric Szöghy is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, Inc. He has extensive experience in financial planning in addition to being a certified insurance expert.
He started his career as an investment advisor with Whalen Béliveau & Associés.
He was made partner after years of delivering top-notch service growing the assets of his expanding client base.
Whalen Béliveau & Associés was acquired by Lévesque Beaubien Geoffrion in the mid 90’s, changing its name to National Bank Financial in 1999.
Mr. Szöghy received a bachelor’s in finance from Concordia University in Montreal.
Eric Szöghy active positions
Companies | Position | Start |
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National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Portfolio Manager-Equities | 1998-12-31 |
Training of Eric Szöghy
Concordia University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Finance |
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