A connected, performance driven team
At Gluskin Sheff, we break down traditional silos to ensure our entire firm is connected. From our Client Wealth Management and Investment teams, to leadership and global market experts we activate collaborative thinking across the board, ensuring that our clients benefit from our best, collective ideas.
As part of Onex, we have access to additional investment expertise from another pre-eminent investment firm. Onex’ team’s knowledge is extremely complementary to ours given their focus on private equity and private debt, areas in which Gluskin Sheff has not historically invested.
Our clients often say the outstanding service level they enjoy is as fundamental as the returns they achieve with us.
Leadership
Our leadership team is an exemplary group of professionals deep in talent, ideas and experience. Always accessible, they are committed to enhancing value for our employees and clients every day.
Client Wealth Management
This team manages all our client relationships. They aim to understand our clients’ goals, aspirations and risk tolerance to build customized wealth plans and portfolios with investment strategies tailored to suit each client. Their service is highly validated through our annual client survey.
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Jim Bantis
Executive Vice-President,
Client Wealth Management
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Bruce Kagan
Managing Director,
Client Wealth Management
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Bruce Leboff
Managing Director,
Client Wealth Management
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Adam Moody
Managing Director,
Client Wealth Management
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Sammir Assaf
Managing Director,
Client Wealth Management
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Michael Ceccarelli
Managing Director,
Client Wealth Management
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Evan Howard
Managing Director,
Client Wealth Management
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Jeremy Abitbol
Vice-President,
Client Wealth Management
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David Baker
Vice-President,
Client Wealth Management
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Emily Ben-Haim
Vice-President,
Client Wealth Management
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David Clark
Vice-President,
Client Wealth Management
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Ori Mandowsky
Vice-President,
Client Wealth Management
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Jonathan Paul
Vice-President,
Client Wealth Management
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Marlon Rosenberg
Vice-President,
Client Wealth Management
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James Stellick
Vice-President,
Client Wealth Management
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Brian Cabral
Senior Wealth Planner
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Enrique Flores
Director, Brand & Communications
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Erika Friesen
Analyst,
Wealth Planning
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Gardiner Goodman
Analyst
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Zev Kesler
Analyst
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Christopher Courtis
Junior Analyst
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Fatuma Akalo
Associate
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Gillian Hinks
Associate
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Kate McMullen
Associate
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Sheila Morrow
Associate
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Jaclyn Nadeau
Associate
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Christie Nicoll
Associate
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Estelle Padmore
Associate
Investment Management
Our investment management team has a deep understanding of the companies we invest in, the psychology and fundamentals of the market, and the risks associated with economic and geopolitical factors. Unlike financial institutions, our entire Investment Management team shares the same open floor, encouraging strong collaboration and creating efficiencies in the generation and vetting of investment ideas.
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Peter Zaltz
Chief Investment Officer
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George Young
Chief Risk Officer
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Shelagh Lemke
Managing Director &
Head of Credit Research
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Mark Grammer
Managing Director &
Portfolio Manager
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Alkarim Jiwa
Managing Director, Head of Canadian Equity
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Dorothea Mell
Managing Director &
Portfolio Manager
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Lee Bowes
Vice-President,
Equity Trading
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Kate Branscombe
Vice-President,
Equity Trading
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Nikou Ghalebegui
Vice-President,
Fixed Income
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Leon Knight
Vice-President, Fixed Income
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Robert Fournier
Vice-President
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Alex Nickle
Vice-President,
Fixed Income
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Christopher Wallbank
Vice-President &
Portfolio Manager
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Manos Sigalas
Convexity Group Analyst
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Peter Ciccarelli
Equity Analyst
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Thinisha Gunasekera
Equity Analyst
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Rae Liu
Fixed Income Analyst
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Istvan Soos
Fixed Income Analyst
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Justin May
Fixed Income Analyst
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Raj Patel
Equity Analyst
Economics
Our economics team analyzes global macroeconomic trends to guide the firm’s investment process. The team also provides historical perspectives that help identify key opportunities and potential risks, assisting the investment team in making profitable long-term decisions on behalf of our clients.
Finance & Operations
Every client at Gluskin Sheff is supported by an exemplary operations team managing everything from trading, regulations and accounting to reporting and information technology. We believe every touch point of our operation is connected to supporting the highest level of client service.
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David Morris
Chief Financial Officer
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Amy Aubin
Chief Compliance Officer
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Heather Pupulin
Director,
Human Resources
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Mira Newport
Managing Director,
Operations
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Daniel Edde
Vice-President,
Trading Operations
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Prakash Patel
Vice-President,
Investment Accounting
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Esther Marino
Director,
Client Administration
Investment Management
Every recommendation is grounded in rigorous research to deliver long-term risk adjusted returns.
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