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Bio

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Credentials

  • CFA Institute CE Certificate
    CFA Institute
    Jun, 2018
    - Apr, 2026
  • CFA Charterholder
    CFA Institute
    Sep, 1996
    - Apr, 2026

Experience

  • Otera Capital
    • Montreal, Quebec, Canada
    • Senior Managing Director & Investment Transformation Partner
      • Feb 2023 - Present
      • Montreal, Quebec, Canada

      Reporting to the President and in collaboration with the head of Real Estate Finance and the CRO, one of my roles is to help accelerate the evolution of the business model and portfolio management of Otera Capital's real estate finance activities. My second role is to collaborate with Otera Capital's COO to help accelerate the firm's digital transformation strategy, introducing more robust data management and analytics into the investment processes. Given my past team leadership and investing experience, I am a member of Otera Capital's Executive Committee, as well as its Investment Committee.

    • Canada
    • Investment Management
    • 700 & Above Employee
    • Senior Managing Director on secondment to Otera Capital
      • Feb 2023 - Present

    • Senior Managing Director & Head of Global Investment Research
      • Dec 2019 - Feb 2023

    • Senior Managing Director & Head of Corporate Credit
      • Jan 2010 - Dec 2019

    • Leader - Québec Natural Resource Initiative
      • Dec 2011 - Dec 2014

    • Canada
    • Investment Management
    • 700 & Above Employee
    • VP & Head of Infrastructure Debt
      • Mar 2006 - Dec 2009

    • Investment Director - Leveraged Loans
      • Mar 1998 - Mar 2006

    • Account Manager
      • Aug 1988 - Feb 1998

Education

  • 1994 - 1996
    CFA Institute
    CFA
  • 1986 - 1988
    McGill University
    MBA
  • 1982 - 1985
    Concordia University
    BA, Economics

Suggested Services

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Industry Focus. “Financial Services”

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