Bio
Experience
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Founder and Co-CIO
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2002 - Present
• Founded and established independent investment counseling firm• Strategic alliance with Bridgehouse Asset Managers • Disciplined, bottom-up, stock picking, value investment manager
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Chief Investment Officer, Senior Vice President and Director
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1999 - 2002
• Established equity management capability in Canada and grew assets under management to $2.1 billion• All funds under management were 5 and 4 star rated on Globe funds, Pension Fund was top decile• Managed Mutual funds, Pension Funds and Private Client assets
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Partner and Senior Portfolio Manager, Equities
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1995 - 1999
• Managed $2.5 billion large capitalization Canadian Equity portfolio• Contributed to asset allocation decisions• Co-ordinated a team of portfolio managers and research associates• Prepared and presented proposals to new clients and serviced existing clients• Managed the top Quartile Spectrum Inv...
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Investment Manager, Equities
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1986 - 1995
• Managed $700 million Canadian and International Equities
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Education
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University of Toronto
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C.F.A. Institute
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University of Toronto
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University of Toronto
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Industry Focus. “Financial Services”
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