- Sets appropriate asset allocation for clients, selects investments across a range of equities, fixed income, real estate, and alternative asset classes, and then implements in a tax-efficient manner across client accounts.- Serves as firm's Chief Compliance Officer.

- Selected as one of Canada’s TopGun Investment Minds for 2017/18 and 2018/19 by Brendan Wood International- Focused on finding differentiated, highly researched North American and European investment ideas. Ideas supported a variety of North American large cap, Global, Canadian large cap, and Canadian small cap mandates- Promoted directly from Analyst to Portfolio Manager in January 2016, bypassing the Associate Portfolio Manager level

- Generated positive alpha on analyst stock recommendation list in each of 2012, 2013, 2014 and 2015

- Focused on finding highly-researched fundamental North American investment opportunities across a range of industries to support concentrated investment portfolios - Name Lead Analyst on firm's Canadian Equity mandate

- Promoted directly from analyst position and ranked in top group of respective North American associate and analyst classes for three consecutive years - Helped develop long term financial plan for Air Canada Maintenance division (ACTS) as part of carve out transaction, including acquisition of Latin American operation and sale to a private equity firm- Conducted extensive valuation work as part of Microcell Telecommunications’ defence of hostile bid from TELUS Corp. and subsequent sale to Rogers Communications- Coordinated M&A transaction due diligence efforts as part of Zenon Environmental’s sale to General Electric- Part of transaction team for Brookfield Timberlands debt financing, Bombardier bond financing, and Telesystem International Wireless equity offering

- Ranked in top group of U.S. analyst class in both 2012 and 2013- Developed extensive financial model for Huntsman Chemical’s new holding company for mezzanine financing - Built financial plan for new financial entity as part of IMC Global’s asset-backed financing- Part of transaction team for recap transaction for Euramax International and Coeur d’Alene Mines equity financing