Meet the Team
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 fundsFirst Asset Canadian Convertible Bond ETF
Mutual fundsFirst Asset Canadian Convertible Bond Fund
Closed-end fundsFirst Asset Canadian Convertibles Fund
Mutual fundsFirst Asset Canadian Energy Convertible Debenture Fund
Closed-end fundsFirst Asset Diversified Convertible Debenture Fund
First Asset North American Convertibles Fund