Uploaded March 2021 | Updated September 2026, 2 days ago
Money Managers:
Who They Are and What They Do
Evaluating Managers
What You Can Learn From Them (to Become a Better Investor)
David Portal has worked in the financial service industry for 21 years, previously as an Discretionary Portfolio Manager and Investment Advisor with CIBC Wood Gundy, a Financial Advisor with Merrill Lynch Canada and with Morgan Stanley in California, as well as Director, Regional Sales for Renaissance Investments.
Money Managers:
Who They Are and What They Do
Evaluating Managers
What You Can Learn From Them (to Become a Better Investor)
David Portal has worked in the financial service industry for 21 years, previously as an Discretionary Portfolio Manager and Investment Advisor with CIBC Wood Gundy, a Financial Advisor with Merrill Lynch Canada and with Morgan Stanley in California, as well as Director, Regional Sales for Renaissance Investments.
