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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Marlena Zabielska | - | 2021 | now |
James Morrison | Associate Portfolio Manager | 2016 | now |
自傳 | James Morrison is an Associate Portfolio Manager on the Mackenzie Ivy team. His primary responsibility is covering Canadian equities. James has been with Mackenzie Investments since 2014. His previous experience includes working as an Investment Banking Associate and Equity Research Analyst at a leading independent investment dealer focused on institutional and corporate clients. James has an MBA in Finance and Economics from Dalhousie University, and a BBA in Finance and Economics from Bishop’s University. He is a CFA charterholder. | ||
Paul Musson | Senior Vice President | 2009 | 2023 |
自傳 | Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder. | ||
Graham Meagher | Associate Portfolio Manager | 2015 | 2021 |
自傳 | Graham Meagher is an Associate Portfolio Manager on the Mackenzie Ivy Team. Graham is primarily responsible for researching and selecting Canadian companies. Graham’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2014. Prior to joining Mackenzie Investments, Graham was a vice president and equity research analyst at a leading Canadian investment bank. Graham has a Bachelor of Commerce from the University of Guelph and is a CFA charterholder. | ||
Hussein Sunderji | Portfolio Manager | 2014 | 2016 |
自傳 | Hussein Sunderji, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. He is primarily responsible for researching and selecting Far East and Asian companies. Hussein’s career in the investment industry began in 2007. He joined Mackenzie in 2013. Prior to joining Mackenzie, Hussein spent two years as an Investment Analyst at a North American investment management firm, where he conducted fundamental equity research to support the firm’s high-net-worth and retail investment mandates. | ||
Matt Moody | Associate Portfolio Manager | 2012 | 2016 |
自傳 | Matt Moody, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. Matt is primarily responsible for researching and selecting European companies. Matt’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2005. Prior to joining Mackenzie Investments, Matt spent four years at a competitor firm in various investment research and analyst roles. Matt has a BBA from Acadia University and an International MBA from the Schulich School of Business at York University. He is also a CFA charterholder. | ||
Robert McKee | Vice President | 2012 | 2016 |
自傳 | Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area. | ||
Chris Blumas | Associate Portfolio Manager | 2012 | 2014 |
自傳 | Chris Blumas is an Associate Portfolio Manager on the Mackenzie Ivy Team. He is primarily responsible for covering Canadian equities in the oil & gas, financials and commodity sectors. Chris has investment experience since 2002; Mackenzie Investments experience since 2009. Chris has a BCom from the University of Windsor and an MBA from the University of Toronto. He holds the CIM designation and is also a CFA charterholder. | ||
David Arpin | Vice President | 2004 | 2012 |
自傳 | David joined Bluewater Investment Management Inc. in 2012 and has been a Portfolio Manager on the Team since then. In 2016 Bluewater became one of Mackenzie’s investment boutiques. David started in 1995 as an Investment Researcher for a pension consulting firm. In 1998, he moved to investment management, working at an insurance company as an Equity Analyst and Trader. In 2000, David joined a large investment management firm where he worked as a Portfolio Manager. David has BA (Hons.) and MA (Economics) degrees from Queen’s University. He is also a CFA charterholder. | ||
Abe Gottesman | Vice President | 2009 | 2010 |
自傳 | Abe Gottesman, Vice President, Investments, Mackenzie Financial Corporation. Abe is a co-manager on Mackenzie Ivy Canadian Fund, Mackenzie Ivy All-Canadian Class and Mackenzie Ivy Growth & Income Fund. He is also a co-manager on Mackenzie Focus Canada Fund and Mackenzie Focus All-Canadian Class. He joined Mackenzie in 2001 after working at PriceWaterhouseCoopers and Toronto Dominion Bank. He holds an MBA from the University of Toronto and has the Chartered Financial Analyst designation. |
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