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Name | Title | Since | Until |
---|---|---|---|
Marcello Montanari | Vice President | 2016 | Now |
Biography | Marcello Montanari is Vice President and Senior Portfolio Manager, North American Equities. Marcello began his career in the investment industry in 1992. He earned a Bachelor of Commerce degree in finance from Concordia University and is a CFA charterholder. | ||
Rob Cavallo | Portfolio Manager | 2016 | Now |
Biography | Rob is a Portfolio Manager with the North American equities team. Rob joined the firm in 2012 as a Global equities analyst with a focus on analyzing companies within the Health Care and Consumer sectors. Rob earned a Bachelor of Commerce degree at the University of Toronto and is a CFA charterholder. | ||
Ray Mawhinney | Head | 1995 | 2016 |
Biography | Ray Mawhinney is Senior Vice President and Senior Portfolio Manager. He has been in the investment industry since 1984. | ||
James Learmonth | Portfolio Manager | 2013 | 2013 |
Biography | James Learmonth is Portfolio Manager, U.S. Equities. He has been in the investment industry since 2000. | ||
Cameron Scrivens | Other Executives | 2007 | 2013 |
Biography | Cameron Scrivens is Vice President and Senior Portfolio Manager, U.S. and Global Equities. He has been in the investment industry since 1992. | ||
David Cooke | Director, Deputy CIO | 2000 | 2009 |
Biography | David co-ordinates the strategy engineering for Global broad market and small capitalisation funds. David joined the company in 1991 and is now Client Services Director and Deputy Chief Investment Officer. David's other responsibilities include strategy engineer for a UK and global account. He is also a member of the Board of AXA Rosenberg Management Ireland Ltd. Mr. Cooke currently serves as a director of a number of companies including Ardmore Sound Ltd as Finance Director (since 1999) and as a consultant to the Investment Manager.David completed his BEng at University College Dublin, and his MBA at the London Business School. | ||
Vincent Fernandez | - | 2005 | 2007 |
Biography | Vincent Fernandez is Vice-President and Senior Portfolio Manager and a member of the U.S. Equity Committee. He has been in the Investment Industry since 1994. | ||
Jim Young | Vince president and Portfolio Manager | 1995 | 2000 |
Biography | Jim is a vice president and portfolio manager for Trimark Investments, based in Toronto He began his investment career in 1977 as an analyst at Ontario Hydro Pension Fund. He has also worked as a senior vice president at Prudential-Bache Securities and was Vice President, U.S. Equities at Royal Bank Investment Management prior to joining the company in 1999. He earned an MBA from McMaster University, and he holds the Chartered Financial Analyst designation. |
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