“We believe our clients benefit when the entire firm is inter-connected.”
We actively collaborate across the firm, ensuring that our clients benefit from our shared expertise and that we are well positioned to meet the challenges of a constantly changing market environment. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them.
120+
team members
$20b
assets managed by our team
27+
trading desk experts
Leadership
-
Richard PilosofPrincipal, Chief Executive Officer -
Dannielle UllrichPrincipal, Chief Financial & Operating Officer -
David MathesonPrincipal, Co-Chief Investment Officer -
Peter MetcalfePrincipal, Co-Chief Investment Officer -
Alexander EvisPrincipal, Chief Risk Officer -
Mira NewportChief Administrative Officer -
Sara D'EliaChief People Officer -
Martin ErasmusPrincipal, Chief Compliance Officer -
Ilias LagopoulosPrincipal, Head of Investment Grade -
Derrick JumperPrincipal, Head of Credit Research -
Ray CaoPrincipal, Head of Quantitative Portfolio Management -
Liam O'SullivanPrincipal, Co-Head of Client & Product Solutions -
Ann Glazier RothwellPrincipal, Co-Head of Client & Product Solutions -
Imran DhananiPrincipal, Head of Retail Distribution -
Editte MalilePrincipal, Head of Client Relations -
Ahmed IslamPrincipal, Head of Finance & Operations -
Cezar GheorgheHead of Technology
Executive Advisors
Portfolio Management
-
David MathesonPrincipal, Co-Chief Investment Officer -
Peter MetcalfePrincipal, Co-Chief Investment Officer -
Ilias LagopoulosPrincipal, Head of Investment Grade -
Tony WangPortfolio Manager -
Spencer BrannonPortfolio Manager -
Alex LedermanPortfolio Manager -
Sarah PereiraAssociate Portfolio Manager -
Brian TinneyPrincipal, Associate Portfolio Manager -
Jacqueline KopeAssociate Portfolio Manager -
Joey DingAssociate, Portfolio Management
Risk
Credit Research
Quantitative Development
Client & Product Solutions
-
Liam O'SullivanPrincipal, Co-Head of Client & Product Solutions -
Ann Glazier RothwellPrincipal, Co-Head of Client & Product Solutions -
Kripa KapadiaPrincipal, Client & Product Solutions -
Zachary BarskyDirector of Institutional Solutions -
Jamie SchwartzDirector of Private Clients -
Lydia GeorgeDirector of Marketing & Sales Enablement -
Irvin HeManager, Client & Product Solutions -
Anthasia LockManager, Sales Enablement -
Natasha KalfayanManager, Private Client -
Rameen AminManager, Marketing & Sales Enablement
Retail Distribution
-
Imran DhananiPrincipal, Head of Retail Distribution -
Matthew HunterDirector of National Sales -
Brendon ScottPrincipal, Director of Retail Distribution -
Dario PandurevicPrincipal, Director of Retail Distribution (Quebec) -
Carly PlateDirector of Retail Distribution -
David BowmanDirector of Retail Distribution -
Laurent-Xavier PossaDirector of Retail Distribution (Quebec) -
Christina LiBusiness Development Manager -
Colin Wallace Jr.Business Development Manager -
Clayton SequeiraBusiness Development Manager -
Daniel KaragueuzianBusiness Development Manager -
Gabriel PellandBusiness Development Manager -
Vincenzo BufalinoManager, Retail Distribution
Client Relations
Operations & Finance
-
Dannielle UllrichPrincipal, Chief Financial & Operating Officer -
Ahmed IslamPrincipal, Head of Finance & Operations -
Ankit MasaliaDirector, Finance -
Bonny HangDirector, Investment Accounting -
Paul SamuelDirector, Investment Operations -
Anthony TangManager, Investment Accounting -
Claire HoManager, Investment Accounting -
Venus HoManager, Accounting -
Rachel VanamamalaManager, Trading Operations -
Ryan WalshManager, Derivatives
Administration & Solutions
People & Culture
Compliance
Technology

