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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Darren McKiernan | Portfolio manager | 2023 | now |
自傳 | Darren McKiernan, Senior Vice President, Investment Management, is Head of the Mackenzie Global Equity & Income Team. Darren’s career in the investment industry began in 1995. Prior to joining Mackenzie Investments, he was Vice President and Lead Portfolio Manager of a major global dividend fund at a leading investment management company. Before that, Darren was a co-manager at a global value-based investment firm, where he focused on U.S. equities. Darren has a BComm (Hons.) from the University of Manitoba and is a CFA charterholder. | ||
Katherine S. Owen | Vice President | 2023 | now |
自傳 | Katherine S. Owen, vice president, joined the Templeton organization in 2001. Ms. Owen has global research responsibilities for healthcare services, consumer electronic companies and leisure services. Prior to joining Templeton, Ms. Owen was an equity analyst with Global Strategy, Inc., where she co-managed two mutual funds (global and U.S. equity) and analyzed a broad range of non-Canadian companies and their respective industries/countries | ||
Konstantin Boehmer | Portfolio Manager | 2022 | now |
自傳 | Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
ZiJian (Richard) Zhu | - | 2021 | now |
Benoit Gervais | Vice President | 2020 | now |
自傳 | Benoit Gervais, Senior Vice President, Investment Management, is Portfolio Manager and Head of the Mackenzie Resource Team. Benoit has expertise in the diversified resource sector. Benoit’s career in the investment industry began in 2001, when he joined Mackenzie Investments as an Investment Analyst. Prior to joining Mackenzie Investments, Benoit gained valuable experience working for various organizations in the mining sector. | ||
Shah Khan | Associate Portfolio Manager | 2020 | now |
自傳 | Shah joined Bluewater Investment Management Inc. in 2010 and has worked with the portfolio management team since then. Bluewater acted as a subadvisor to Mackenzie until 2016, when the Team became one of Mackenzie’s investment boutiques. Shah has a BSc (Biochemistry/Biomedical Sciences) and an MBA from McMaster University. He is also a CFA charterholder. | ||
Steven Locke | Senior Vice President | 2017 | 2024 |
自傳 | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
Matthew Cardillo | Portfolio Manager | 2021 | 2023 |
自傳 | Matthew Cardillo, Vice President, Portfolio Manager, Investment Management is part of the Investment Team at Mackenzie Investments. Matthew manages investment products for the Mackenzie Multi-Asset Strategies Team, conducts investment research, and oversees equity risk management. Matthew joined Mackenzie Investments in 2012. From 2006 to 2012, Matthew was a Senior Portfolio Manager at State Street Global Advisors (SSgA), | ||
Eric Ng | Investment Analyst | 2021 | 2023 |
Lawrence(Larry) Llaguno | Vice President | 2021 | 2023 |
自傳 | Larry Llaguno, Vice President, is a Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Larry joined Mackenzie Investments in 2017. Prior to that, he was an Associate Portfolio Manager & Senior Associate on the Global Tactical Asset Allocation team at the Canadian Pension Plan Investment Board. From 2010 to 2011, Larry was an Investment Analyst in Strategy and Economics at the Ontario Teachers’ Pension Plan after spending two years as an Associate in a Risk Management Development Program at one of the major Canadian banks. |
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