Frank Florio - Portfolio Manager, DROP
Frank Florio has worked in the investment industry for over 14 years. He has been with Foster & Associates since it was formed. In 1993, Frank graduated from York University in Toronto with a Bachelor of Arts degree in Economics and French. He became a Fellow of the Canadian Securities Institute ( FCSI ) in 1994 and received the Chartered Financial Analyst ( CFA ) designation in 1998. He is a member of the Toronto CFA Society. His duties include managing Canadian and US equity portfolios and as a Registered Options Principal oversees the activity of option accounts. He is also responsible for the reports to portfolio management clients including evaluation and performance.
Briar Foster - Portfolio Manager, AROP
Briar Foster has been in the investment business since 1961 with more than 40 years in a management role. A significant portion of his career was spent with Midland Walwyn, now Merrill Lynch, both in Kingston, Ontario where he was Branch Manager and Calgary, Alberta. He has taught investment courses at the University level and has had over 200 articles published in newspapers and magazines. He is on the "third generation " with some of the families whose funds he manages.
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