Senior Portfolio Manager

• Jun 2022 - Present

Portfolio Manager - MD Private Investment Counsel

• Apr 2019 - Jun 2022

Portfolio Manager, Chief Compliance Officer

• Aug 2016 - Apr 2019

Adaptable Capital Management Inc., part of the Adaptable Investments family office, managed Adaptable Long/Short Equity Fund Limited Partnership, a fundamental research-oriented North American equities fund for Canadian investors. Adaptable Capital Management Inc., part of the Adaptable Investments family office, managed Adaptable Long/Short Equity Fund Limited Partnership, a fundamental research-oriented North American equities fund for Canadian investors.

Principal

• Jan 2009 - Aug 2016

Point Defiance Capital Management LLC manages Point Defiance Microcap Fund, LP, a tax-sensitive fundamental research-oriented low net exposure equity long/short fund focused on US equities with market capitalizations below $500 million. Point Defiance Microcap Fund, LP achieved an annualized net return of 13.3% since the fund’s 7/1/09 inception while maintaining an average of <20% market exposure, adding considerable value on both the long and short sides of the portfolio in most years through stock selection across a wide variety of industries and sectors. Point Defiance Capital Management LLC won the 2013 Global Emerging Manager Award for best long/short equity manager, presented by S&P Capital IQ and New Legacy Group. Show less

Investment Advisor

• Aug 2008 - Dec 2008

Threshold Group, acquired by Tiedemann Wealth Management in 2017, was a family-owned wealth management group founded by the Russell family of Russell Investments. Threshold Group was a leader in the impact investment sector with $1.5 billion designated to impact investments focusing on companies and funds that generate measurable social and environmental benefit. Advised ultra high net worth families on a variety of investment issues, including investment policy statements, asset allocation, manager and investment selection and taxes. Show less

Senior Research Analyst

• Oct 2004 - Feb 2008

Member of Russell’s hedge fund of funds management team, responsible for monitoring current investments, researching new investment strategies and sourcing, selecting and managing new Canadian and US investments for Russell's funds.Portfolio manager for Russell Global Activist Fund of Funds, a bespoke $80 million fund focused on activist investments for one of Russell’s largest Japanese institutional clients.Russell's hedge fund of funds assets grew from $1 billion to $7 billion during my time on the team. Show less

Senior Research Analyst

• Jan 2000 - Oct 2004

Member of portfolio management team for $2.5 billion in Russell’s multi-manager Canadian equity funds, responsible for investment policy, manager selection and monitoring, portfolio construction, and setting manager guidelines.Performed qualitative and quantitative research on equity investment management firms and products for the purpose of identifying investment strategies and managers that would add significant value-added going forward.Assisted Russell’s two Canadian equity funds exceed the S&P/TSX Composite Index by more than 400 basis points annualized for the four-year period ended December 31, 2003. Show less