![]() Prior to joining Prime Quadrant, Mark held the role of Co-President, Operations & Strategy and CCO for Forthlane Partners and served as the Managing Director, Head of Business Management for the Canada Pension Plan Investment Board (CPPIB). Mark is a member of our Executive Committee and chairs our HR Committee. Mark Roth is the Chief Compliance Officer and Chief Risk Officer of Prime Quadrant. Mo holds multiple degrees, Magna Cum Laude, from Yeshiva University, and an MBA from the University of Toronto’s Rotman School of Management. However, his greatest distinction continues to be his extraordinary wife and five adorable children. In recognition of Mo’s contributions to the community and innovative leadership, Mo has been selected as the recipient of Canada’s Top 40 Under 40 Award. Mo has also authored or co-authored four books including, Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth, The Philanthropic Mind: Surprising Discoveries from Canada’s Top Philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds. Mo has served on numerous investment committees and had a five-year tenure as the Chief Executive Officer of Yeshiva University (Canada), where he was responsible for overseeing all aspects of strategic development, recruitment and managing the Canadian endowment. Mo also sits on the boards of several non-profit organizations including, Young Presidents Organization (YPO), Hebrew University and Holland Bloorview Hospital. Philanthropically, Mo is the current Chairman of CAF Canada, the Prime Quadrant Conference and the Prime Quadrant Foundation. Prior to Prime Quadrant, Mo founded and led organizations in industries as diverse as education, auto restoration, e-commerce and microfinance. ![]() The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.Mo Lidsky is the Chief Executive Officer of Prime Quadrant and is the chair of our Executive Committee. Insurance Solutions Insurance Solutions submenu.Raymond James Bank Deposit Program - Affiliated Banks.Raymond James Bank Deposit Program Raymond James Bank Deposit Program submenu.Cash Management Cash Management submenu.Banking & Lending Services Banking & Lending Services submenu.Raymond James Trust Raymond James Trust submenu.Estate, Charitable Giving & Trust Services.Estate, Charitable Giving & Trust Services Estate, Charitable Giving & Trust Services submenu.Financial & Retirement Planning Financial & Retirement Planning submenu.Mutual Fund Research Mutual Fund Research submenu.How to Read Our Equity Research Reports.Equity Research Equity Research submenu.Bond Market Commentary & Analysis Bond Market Commentary & Analysis submenu.Pricing Factors Pricing Factors submenu.Fixed Income Offering Disclosure Documentation Information.Fixed Income Offering Disclosure Documentation Information Fixed Income Offering Disclosure Documentation Information submenu.Brokered Certificates of Deposits (CDs).Government-Sponsored Enterprise Debt Securities.TIPS - Treasury Inflation-Protected Securities.Municipal Bond Risks: Lack of Disclosure May Affect Liquidity.Current Municipal Bond Market Considerations.Current Municipal Bond Market Considerations Current Municipal Bond Market Considerations submenu. ![]() Important Resources for Municipal Bond Investors.Municipal Bonds Municipal Bonds submenu.Types of Income Types of Income submenu. ![]() A Guide to Understanding Floating-Rate Securities.Fixed Income Strategies Fixed Income Strategies submenu.Fixed Income Advantage Fixed Income Advantage submenu.What Else You Should Know About Fee-Based Accounts.Asset Management Services Asset Management Services submenu.Investment Solutions Investment Solutions submenu.Advice, Products & Services Advice, Products & Services submenu.Planning for Retirement Planning for Retirement submenu.What Are You Planning For? What Are You Planning For? submenu. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |