Experience

Dixon Mitchell Investment Counsel

• Canada
• Investment Management
• 1 - 100 Employee

• Partner, Portfolio Manager

  • Aug 2017 - Present

• Portfolio Manager

  • Apr 2015 - Present

  Dixon Mitchell Investment Counsel is a national asset management firm providing investment solutions for institutions, foundations, endowments, and affluent private clients. Founded in 2000, we now oversee more than $2 billion in private client and institutional assets.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Director Investment Products & Services

  • Nov 2012 - Apr 2015

  Working as a team with the Investment Advisors I help build portfolios for international and domestic HNW and UHNW clients using all of the tools and resources of the world's largest private wealth manager. Our clients include wealthy individuals, endowments and trusts and we are able to assist in estate and financial planning as well as charitable giving. As part of the Portfolio Management team I co-manage the UBS (Canada) Canadian High Conviction equity mandate as well as being a member of the UBS (Canada) Investment Committee. My role includes bringing new investment opportunities onto the UBS (Canada) platform, including interviewing and performing due diligence on prospective managers.



Mapleridge Capital

• Chief Marketing Officer

  • May 2011 - Sep 2012

  Mapleridge Capital is a systematic Global Macro hedge fund trading futures contracts on the most liquid Fixed Income, Equity and Currency markets around the globe. Mapleridge is considered one of the top short-term Commodity Trading Advisors (CTA) and one of Canada's largest alternative investment managers with assets of over $1.5b. In my role as Chief Marketing Officer I regularly meet with the world's largest hedge fund allocators, including the top global banks, insurance companies and fund of funds.

• Business Development

  • Jan 2008 - May 2011



Asset Logics Capital Management

• Principal

  • Jan 2000 - Jun 2007

  Asset Logics Capital Management is a boutique alternative investment firm specializing in systematic Global Macro trading strategies applied to the world's most liquid futures markets. Asset Logics Capital Management is a boutique alternative investment firm specializing in systematic Global Macro trading strategies applied to the world's most liquid futures markets.



BMO Nesbitt Burns

• Canada
• Investment Management
• 700 & Above Employee

• Investment Managemet

  • Mar 1997 - Feb 1999