Experience

RISE Properties Trust

• Canada
• Real Estate
• 1 - 100 Employee

• Executive Vice President, Global Sales & Marketing

  • Jan 2022 - Present

  Toronto, Ontario, Canada Leader for Global Sales of the RISE REIT, sold by Offering Memorandum via Advisors in retail, and to family offices, E&F, and institutional investors in Canada & The USA.



Mackenzie Investments

• Canada
• Investment Management
• 700 & Above Employee

• Vice-President, Head of Canadian Institutional Investments

  • Jul 2017 - Jan 2022

  Toronto, Canada Area Concluded 4.5 years as Head of CDN Institutional. Developed new products with investment teams, more than doubled CDN Institutional AUM, led the firm into new business areas, mentored staff and raised the institutional profile of the investment engine in Mackenzie serving a family of companies. Took the bold steps to advance an internal institutional culture with senior leaders, investment teams, and sales and marketing colleagues at all levels. Enjoyed the shared success with colleagues of… Show more Concluded 4.5 years as Head of CDN Institutional. Developed new products with investment teams, more than doubled CDN Institutional AUM, led the firm into new business areas, mentored staff and raised the institutional profile of the investment engine in Mackenzie serving a family of companies. Took the bold steps to advance an internal institutional culture with senior leaders, investment teams, and sales and marketing colleagues at all levels. Enjoyed the shared success with colleagues of being the leader in sales within the global institutional team. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Client Advisor, Vice-President

  • Apr 2014 - Jul 2017

  Toronto, Canada Area Engaged with Clients across Canada to provide institutional investment solutions in areas of traditional, alternative and real assets. Provided currency hedging and other value added investment management services suited to a particular client need.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Instutional Investments

  • Jul 2010 - Apr 2014

  Canada Provided the capabilities of a global investment platform to solve problems for clients in a areas of active, passive, alternative and real assets with a specialization in ETF's, active fundamental equities, advanced beta and dynamic currency hedging.



Independent Consulting

• President

  • Jan 2008 - Jul 2010

  North America Created a consulting firm during the Global Financial Crisis and took on various assignments in Canada and the USA including sales training and ETF strategy for the following client types: hedge funds, endowments, and foundations. Provided executive search services for a global search firm in the area of oil and gas energy origination and trading.



Tremont Capital Management

• Investment Management
• 1 - 100 Employee

• VP Institutional Sales

  • Apr 2005 - Jan 2008

  North America Lead Canadian institutional sales efforts until the US parent closed the global firm.



Maple Bank GmbH

• Vice-President, Institutional Investments

  • May 2003 - Apr 2005

  North America, Europe Led the institutional hedge fund of funds business in Canada, the US and the UK until the Bank discontinued the business.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Director, Institutional Sales

  • Jan 2001 - May 2003

  Canada Institutional sales across Canada specializing in active fundamental equities.



Strategic Value Asset Management

• President

  • Apr 1999 - Jan 2001

  North America Joined as President of the portfolio management arm of a large mutual fund company to head sales and add an institutional business unit.



Educational & Healthcare Organizations (eg. University of Toronto)

• Executive Advancement Roles for Endowments/Foundations

  • Jun 1984 - Apr 1999

  Toronto, Canada Area Worked on some of the largest campaigns in Canada for 14 years ahead of a career change to financial services.