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.
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Jeff Moody President & Chief Executive Officer
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Jim Bantis Executive Vice-President, Client Wealth Management
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Peter Zaltz Chief Investment Officer
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Amy Aubin Chief Compliance Officer
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Tiffany Harding Vice-President, Head of Wealth Planning
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Ashleigh Patterson Vice-President, Head of Marketing & Communications
Client Wealth Management
The Client Wealth Management team focuses on ensuring our clients receive the highest level of service and that every aspect of their financial strategy, including their investments, is aligned with their wealth plan and designed to help them achieve their goals.
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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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Evan Howard Managing Director, Client Wealth Management
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Claire Blessing Managing Director, Client Wealth Management
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Dianna Price Managing Director, Client Wealth Management
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Jeremy Abitbol 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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Murray McLean Vice-President, Client Wealth Management
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Jonathan Paul Vice-President, Client Wealth Management
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Derrick Abraham Vice-President, Client Wealth Management
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Julia Chikina Vice-President, Client Wealth Management
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Gardiner Goodman Analyst, Client Wealth Management
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Connor Kitchen Analyst, Client Wealth Management
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Zev Kesler Analyst, Client Wealth Management
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Aidan Bronca Analyst, Client Wealth Management
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Katrina Bruhm Analyst, Client Wealth Management
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Douglas Bowerman Analyst, Client Wealth Management
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Estelle Padmore Associate, Client Wealth Management
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Gillian Hinks Associate, Client Wealth Management
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Christie Nicoll Associate, Client Wealth Management
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Christine Bennett Associate, Client Wealth Management
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Jane Lang Associate, Client Wealth Management
- Samuel Calamai Analyst, Client Wealth Management
- Anson Selvanayagam Junior Analyst, Client Wealth Management
- Michael Makepeace Junior Analyst, Client Wealth Management
- Yana Tcherniakov Associate, Client Wealth Management
- Leanne Phair Associate, Client Wealth Management
- Wendy On Associate, Client Wealth Management
Wealth Planning
As part of our client experience, we offer consultations with our wealth planning professionals to provide meaningful and objective financial planning, tax, business owner, risk management, estate, trust and philanthropic expertise.
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Tiffany Harding Vice-President, Head of Wealth Planning
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Mark Skeggs Vice-President, Wealth Planning
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Jag Gandhi Vice-President, Wealth Planning
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Mark Chan Vice-President, Wealth Planning
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Erika Friesen Wealth Planner
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Duke Trifunovic Analyst, Wealth Planning
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Kate McMullen Analyst, Wealth Planning
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Kaire Hartley Wealth Planning Coordinator
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 Fixed Income
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Mark Grammer Managing Director, Head of International Equity
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Alkarim Jiwa Managing Director, Head of Canadian Equity
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Jason Young Managing Director, Fixed Income Trading
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Robert Fournier Managing Director, U.S. Equity
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Josh Knechtel Senior Quantitative Researcher
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Kate Branscombe Vice-President, Equity Trading
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Nikou Ghalebegui Vice-President, Fixed Income Research
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Leon Knight Vice-President, Fixed Income Research
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Alex Nickle Vice-President, Fixed Income Trading
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Christopher Wallbank Vice-President, Fixed Income Research
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Peter Ciccarelli Vice President, Equity Research
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Michael Willemse Vice President, Equity Research
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Manos Sigalas Analyst, Risk Management
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Thinisha Gunasekera Analyst, Equity Research
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Rae Liu Analyst, Fixed Income Research
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Istvan Soos Analyst, Fixed Income Technology
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Justin May Analyst, Fixed Income Research
Marketing & Communications
Our Marketing and Communications team is committed to enhancing the client experience and Gluskin Sheff brand by creating and managing valuable client touchpoints.
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.
Investment Management
Every recommendation is grounded in rigorous research to deliver long-term risk adjusted returns.
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