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Nome | Título | Desde | Até |
---|---|---|---|
Robertson Velez | Portfolio Manager | 2022 | Agora |
Craig Jerusalim | Senior Portfolio Manager | 2019 | 2024 |
Biografia | Senior Portfolio Manager, Canadian Equities CFA, MBA | ||
Michal Marszal | Portfolio Manager (Healthcare) | 2017 | 2024 |
Biografia | Portfolio Manager (Healthcare), Equities CFA, MBA, CM (Master of Surgery), MD(Doctor of Medicine) | ||
Jonathan Mzengeza | - | 2017 | 2022 |
Biografia | He brings more than a decade of experience in investment management, guiding portfolio management and stock selection across multiple global equity mandates. Before joining Applied Research, he served as the lead portfolio manager of the Renaissance Global Science and Technology Fund and the CIBC Global Technology Fund. Under Jonathan’s leadership, these funds have received three consecutive Lipper awards. Jonathan holds a Bachelor of Science degree in electrical and computer engineering from the University of Cape town, where he graduated with honors and an MBA in Investment Management from Concordia University’s John Molson School of Business. Jonathan is a CFA Charter holder and a member of the CFA Society. | ||
Stephen Carlin | Lead Portfolio Manager | 2017 | 2019 |
Biografia | Stephen Carlin serves as the Chief Investment Officer of CIBC AM’s Global Equity portfolio management and research efforts. Prior to joining CIBC AM in 2013, Mr. Carlin was Senior Vice-President and Head of Equities at Aegon Capital Management. Previous to this, he was Vice-President, Canadian Equities at KBSH Capital Management and Director, Canadian Equities at CT Investment Management Group. Mr. Carlin holds a Bachelor of Arts degree from the University of Western Ontario. He is also a CFA charterholder and CFA Society Toronto member. | ||
Mark Lin | Analyst, Portfolio Manager | 2009 | 2017 |
Biografia | Mark is an award winning portfolio manager of various global and international equity products. Prior to joining Applied Research, Mark led Portfolio Management of Global and International equity mandates at CIBC Asset Management. He also held portfolio management and research positions at Jarislowsky Fraser Ltd., and Standard Life Investments Ltd. He started his career in 1998 in equity research at UBS Warburg. During his career, Mark held sector coverage of Technology, Healthcare, Consumer, and Financials amongst others. | ||
Patrick Thillou | Portfolio Manager | 2009 | 2009 |
Biografia | Portfolio Manager, Global Fixed Income CFA, Master of International Business | ||
Stephen Kahn | Member | 2002 | 2009 |
Biografia | Stephen Kahn joined CIBC Global Asset Management in July 1995. Mr. Kahn is a member of the Global Equity Research Platform, operating from within CIBC Global's Investment Management Platform. He is responsible for coverage of the U.S. equities and technology stocks. |
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