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Nombre | Título | Desde | Hasta |
---|---|---|---|
John C. Delano | Portfolio Manager | 2022 | 2023 |
Biografía | John Delano, CFA, Portfolio Manager, who has been associated with Invesco Advisers, Inc. and/or its affiliates since 2019. Prior to 2019, Mr. Delano was a Vice President and Director of Equity Research, Global Team of Oppenheimer since 2010. Prior to that, Mr. Delano worked as a Senior Research Analyst in OppenheimerFunds, a global asset management firm, since 2007. Before joining OppenheimerFunds, John worked at Putnam Investments as an analyst covering large-cap growth focusing on hardware, software and telecommunication services. During his nine-year tenure at Putnam Investments, John was also a derivatives analyst as well as an equity analyst focusing on retail. Prior to that, he worked as a trader at NationsBanc-CRT. John holds a B.S. in civil engineering from the University of Virginia and an M.B.A. from Duke University. John is a CFA charter holder. | ||
Randall Dishmon | Vice President | 2020 | 2023 |
Biografía | Randall Dishmon serves as portfolio manager of the Global Select Equity strategy. His previous positions at the firm included serving as co-manager of Global Multi Cap Growth strategy and senior research analyst for Global Equity strategy. Prior to joining the firm, Randall served for two years as a management consultant with Booz Allen & Hamilton. He also served for four years as a manager with UtiliCorp United and for seven years as a vice president/division chief with KCI Technologies. Randall holds a B.S. in engineering from North Carolina State University, an M.S. in engineering from The Johns Hopkins University and an M.B.A. from the University of Michigan. | ||
Erin D. Greenfield | Portfolio Manager | 2008 | 2020 |
Biografía | Erin is a portfolio manager for Trimark Investments, based in Toronto. Erin was born in Owen Sound, Ontario, and began his financial industry career in 1997. Prior to joining the company as an investment analyst, he was a senior audit manager at KPMG, LLP. He became a portfolio manager in 2008. He earned a BBA (Hons.) from Wilfrid Laurier University, and he holds the Chartered Accountant, Certified Management Accountant and Chartered Financial Analyst designations. | ||
Jeff Hyrich | Vice President, Portfolio Manager | 2002 | 2020 |
Biografía | Jeff is a vice president and portfolio manager for Trimark Investments, based in Toronto. In 1997, Jeff moved from his hometown of Winnipeg, Manitoba, to begin his investment career in Toronto as an analyst at Ontario Teachers’ Pension Plan Board. He joined the company in 1999 as an investment analyst and became a portfolio manager in 2001. He earned a B.Comm. from the University of Manitoba, and he holds the Chartered Financial Analyst designation. | ||
Geoff MacDonald | founding Partner, Co-CEO, Portfolio Manager | 2001 | 2007 |
Biografía | Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder. | ||
Bruce Harrop | Portfolio Manager | 2000 | 2001 |
Biografía | Prior to joining Addenda Capital, Bruce Harrop worked at Invesco Trimark (1999-2009), where he held various positions involving stock selection and portfolio strategies for several mutual funds. From 1997-99, he was a Portfolio Manager and Canadian Equity Analyst for the Ontario Teachers’ Pension Plan. Bruce has a bachelor’s degree in electrical engineering from the University of Alberta (1986), an MBA from the University of Western Ontario (1991) and is a CFA charterholder. | ||
Jim Young | Vince president and Portfolio Manager | 2000 | 2001 |
Biografía | 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. | ||
Patricia Perez-Coutts | Senior Vice President, Portfolio Manager | 1994 | 2000 |
Biografía | Ms. Perez-Coutts, CFA, Senior Vice President, joined Westwood Management Corp. in May 2012 and moved to Westwood International in August 2012 after having managed emerging markets portfolios for eleven years for AGF Investments, Inc. Prior to 2001, she served as Vice President and Portfolio Manager for AIM Trimark Investments, Vice President of Research for First Mercantile Corporation and as Economist for Peru’s Institute of Foreign Trade. She earned an Honors BA in Economics from Pontifica Universidad del Peru and a BA in Mathematics for Commerce from York University. | ||
Richard J. Whiting | Portfolio Manager | 1993 | 2000 |
Biografía | Richard J. Whiting has been with Broadview Advisors, LLC since 2001 and currently serves as a Portfolio Manager, Manager of the Trading Department and a Member. Mr. Whiting has worked in the financial services industry since 1982. Mr. Whiting has a BA in Economics from Lawrence University. |
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