Experience

The Murray Wealth Group

• Canada
• Investment Management
• 1 - 100 Employee

• Senior Portfolio Manager

  • Sep 2018 - Present



BCI

• Canada
• Financial Services
• 700 & Above Employee

• Senior Portfolio Manager, Global Thematic, Public Equities

  • Aug 2016 - Mar 2018

  Actively managed concentrated global equity portfolio. Focused on global long term secular growth trends and changes driven by technological disruption, demographics and climate change. ESG scoring and screening. Constructed a portfolio of public equities that captured these themes, cleared ESG hurdle and delivered performance in excess of the benchmark. Six member team including three analysts. Examples of themes include Aging (Active Aging, Healthcare services, End of life Care, Asset Managers/Life insurance), Changing Diets, Digital Transition, Low Carbon and Cashless Society.



Mackenzie Investments

• Canada
• Investment Management
• 700 & Above Employee

• Investment Director, Global Equities

  • Jun 2015 - Aug 2016

  Investment Director, a member of 3 separate equity teams (Global Growth team, Canadian Growth team and Systematic Strategies team) that requires an in depth knowledge of their investment philosophy, process, valuation approach and holdings. Represented these investment strategies to both internal and external groups such as prospects, existing clients, advisors, institutions and consultants.



Consulting Services

• Equity Research Consulting Services

  • Jan 2013 - Jun 2015



McLean Budden

• Vice President

  • Mar 2002 - Nov 2011

  Portfolio Manager on the Global Growth Equity Fund . Global Growth assets $1.4 billionPortfolio Manager for the Sun Life Canadian Equity Fund and U.S Equity FundCo-Manager on the CEM (Concentrated Equity Model) Team. SMA (Separately Managed accounts) Platform and Private Client models. Total SMA Assets $1.3 billion. Canadian Growth, Canadian Core, Canadian Value and Global EquitiesLeader of Global Consumer Sector Research



Altamira

• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Mar 1993 - Mar 2002

  Co- Manager the Select American Fund, a Small to Mid Cap US Equity Fund.Manager of the Leisure and Recreation Fund, a US focused larger cap sector fund with primary areas of exposure in, media, entertainment, advertising, cable, broadcasters, beverages, leisure industries and retailers.Member of International Equity Team.Member of the Canadian Research team covering Oil, Gas, Materials, Industrial and Consumer sectors