Lee Goldman

Senior Vice President, Portfolio Manager

Lee Goldman is Senior Vice President and Portfolio Manager at First Asset. He has been managing real estate portfolios since 2006 and convertible bond portfolios since 2007 across First Asset's Closed-End Funds, Mutual Funds and Exchange Traded Funds. Lee also manages the First Asset REIT Income Fund, which won the Lipper Award in 2012.

Prior to joining First Asset, Lee was Vice President and Treasurer of a subsidiary of Mackenzie Financial Corporation and Manager of the Mackenzie Sentinel Mortgage Fund. In addition, Lee was responsible for modeling and securitizing the trust company's real estate mortgage and other loan portfolios.

Lee holds a Bachelor of Science (Statistics) degree from the University of Western Ontario in London, Ontario, a Master of Business Administration (Finance) degree from York University in Toronto, Ontario, and holds the designation of Chartered Financial Analyst.



Exchange traded funds

First Asset Canadian Convertible Bond ETF

Mutual funds

First Asset Canadian Convertible Bond Fund

Closed-end funds

First Asset Canadian Convertibles Fund

Mutual funds

First Asset Canadian Energy Convertible Debenture Fund

Closed-end funds

First Asset Diversified Convertible Debenture Fund
First Asset North American Convertibles Fund

Mutual funds

First Asset REIT Income Fund