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Nome | Título | Desde | Até |
---|---|---|---|
Vim Thasan | Vice President, Canadian Equities | 2024 | Agora |
Biografia | Vim joined Beutel Goodman in 2020 and comes to the firm with over 20 years of industry experience, and over a decade of investment management experience. Prior to joining Beutel Goodman he was a Portfolio Manager for 1832 Asset Management L.P., where he co-managed a number of Canadian-focused dividend mandates. Vim is a graduate of York University and earned an MBA from Schulich School of Business. He also holds the Chartered Business Valuator (CBV) and Chartered Financial Analyst designations, and the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB. | ||
James Black | Vice President, Canadian Equities | 2020 | Agora |
Biografia | James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 30 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. | ||
Pat Palozzi | Vice President, Canadian Equities | 2020 | 2024 |
Biografia | With over 35 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers, and industrials. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder. | ||
David J. Gregoris | Managing Director, Fixed Income | 2018 | 2020 |
Biografia | David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of | ||
Mark Thomson | Director | 2000 | 2020 |
Biografia | Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder. | ||
Owen McCreery | - | 1996 | 2001 |
Biografia | Owen McCreery is a Consultant (consulting services) and aCorporate Director. Mr. McCreery has been employed invarious organizations as an accountant, a financial analyst, aportfolio manager and a partner/director. Mr. McCreeryjoined Beutel Goodman & Co. Ltd. in 1973 where he heldvarious positions, including Financial Analyst/PortfolioManager. He subsequently became President of BeutelGoodman & Co. Ltd. in 1994, a position he held until hisretirement in 1999. |
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