Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L)

• Canada
• Investment Management
• 100 - 200 Employee

• Wealth Advisor, Associate Advising Representative

  • Jul 2009 - Present

  By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Connor, Clark & Lunn Private Capital is a discretionary investment counsellor, managing portfolios for high net worth individuals, foundations, endowments and First Nations across Canada. It is part of Connor, Clark & Lunn Financial Group, one of Canada’s leading investment management firms whose affiliated teams manage over $100 billion in assets. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• V.P. Institutional Equity Sales

  • Jan 2003 - Apr 2008



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• V.P. Institutional Equity Sales

  • Sep 1998 - Feb 2003

  Based in Chicago Based in Chicago



Midland Walwyn Capital Inc.

• V.P. Equity Research Analyst

  • Sep 1995 - Sep 1998