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Partner and Managing Director, Retail SalesBC, AB
Dean is a senior partner and Managing Director with responsibility for the firm’s retail sales strategy. He is an investment industry veteran with over 20 years’ experience—and is among a select few senior executives that have held influential positions within asset management and the brokerage industry. As a result, Dean has a unique advantage in creating and delivering asset management solutions specifically tailored to the retail brokerage industry. Dean holds a Bachelor of Arts degree in Economics from the University of British Columbia and the Chartered Financial Analyst® designation.
Partner and Managing Director, Institutional Business
Taras has industry experience since 1999, and has held senior institutional positions at some of Canada’s most prominent asset management firms. As Managing Director of Institutional Business, Taras is responsible for serving our
institutional clients with distinction while growing our institutional presence on a global scale. Taras graduated from the University of Toronto with a Bachelor of Economics degree and holds a Masters of Business Administration from the University of Edinburgh.
Director, Investment Products & National Accounts
Andrew comes to Picton Mahoney Asset Management (PMAM) with over a decade of industry experience. Prior to joining PMAM, Andrew served in various product management roles at Sentry Investments, 1832 Asset Management, and Redwood Asset Management. Andrew has an MBA from the Rotman School of Management at the University of Toronto and has a Bachelor of Management and Organizational Studies (Finance) from the University of Western Ontario.
Director, National Accounts
Reed joined Picton Mahoney Asset Management in early 2020 as Director of National Accounts. Prior to joining us, Reed was with TD Securities, serving as Vice President on the firm’s Institutional Equity Sales Desk in New York. Reed holds a MA (Hons.) in Management & Financial Economics from the University of St. Andrews.
Vice President, Internal Retail Sales
Enzo comes to Picton Mahoney Asset Management with nearly two decades of Sales Management experience, and has successfully built and managed several Inside Sales Teams throughout his leadership career. Most recently, he held the position of Vice-President, Internal Sales at BMO Global Asset Management, with direct oversight of the Inside Sales Team. He has also worked with key asset management organizations in Canada, including Manulife, Fidelity, Franklin Templeton, Russell Investments and Sun Life Global Investments. Enzo holds an Accounting diploma with Honours from Seneca College and has completed the Canadian Securities Course®.
Vice President, Institutional Business
Connor Haslip is a member of the Institutional team at Picton Mahoney Asset Management, focusing on business development and servicing for Canadian Endowments and Foundations. He has helped bring forward a number of initiatives to better serve PMAM’s existing client base, build out product infrastructure, and expand the institutional reach of the firm. Connor held a role
on the firm’s software development team, making a transition in 2015 to bring a new perspective and skillset to the Institutional Business team. Connor graduated from Western University with a Bachelor of Engineering Sciences degree in Software Engineering.
Andrew has over five years of investment experience including roles as an Investment Analyst at Manulife Financial, an Associate in CIBC’s Graduate Rotational Program and most recently as a Business Development Associate for CIBC Asset Management. Currently, Andrew services the institutional client base at Picton Mahoney Asset Management and contributes to the growth of the firm’s institutional asset base. Andrew has an MBA and Honours Bachelor of Commerce from McMaster University, the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation.
Vice President, Retail SalesBC, AB, SK
Noel began his career with Nesbitt Burns as a sales associate in Toronto. In 1999, he joined CI Funds to help run the client services department. Noel joined Vertex One in July of 2004 and ultimately joined Picton Mahoney Asset Management in January of 2020 during the acquisition of Vertex One’s merger arbitrage strategies. His responsibilities lie with the retail sales team and business development of retail clients. Noel holds the Chartered Investment Management (CIM®) designation.
Associate, Inside SalesBC, AB
Sabrina Teed is an Inside Sales Associate at Picton Mahoney Asset Management. Since joining the industry in 2011, Sabrina has worked on both the investment dealer and retail asset management sides of the business. She spent several years working in a Business Development capacity for an advisor team at Richardson GMP, and also gained experience as a District Sales Associate for Sentry Investments. Sabrina has an Honours B.A. in Psychology from the University of Guelph and has successfully completed the Canadian Securities Course.
Partner and Vice President, Retail SalesON
Aaron has over 20 years of experience in the investment industry, beginning with GT Global in 1994, and including eight years at Synergy Asset Management and four years at Invesco. Aaron brings unique insight to building a robust advisory practice, drawing on his extensive experience in marketing, institutional services, and national accounts. Given his extensive background in asset management, Aaron is adept at partnering with advisors to find the best solutions for meeting their clients’ needs for wealth generation and protection.
Associate, Inside Sales in Retail SalesON
Focusing on supporting advisors in Ontario, Henry joined Picton Mahoney Asset Management in January, 2020. Previously, he held roles at TD Wealth Management and RBC Financial Planning. Henry has a Bachelor of Economics degree from McMaster University and holds both the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
Vice President, Retail SalesQC, NB
Olivier comes to Picton Mahoney Asset Management (PMAM) with nearly a decade of industry experience. Prior to joining PMAM, Olivier served as Regional Director at Russell Investments, and Investment Advisor Associate at Desjardins Securities. Olivier has an MBA from the Goodman Institute of Investment Management, and holds the Chartered Financial Analyst® designation.
Business Development Representative, Inside SalesQC, NB
Roy comes to Picton Mahoney Asset Management (PMAM) with a focus on working with our French advisors. Prior to joining PMAM, Roy was a Financial Service Representative at CI Investments, and an Accountant Assistant at Solution Impo-Tax Inc. Roy has a Bachelor of Business Administration from the John Molson School of Business, and is a Chartered Financial Analyst® Level II Candidate.
Vice President, Retail SalesBC
Todd comes to Picton Mahoney Asset Management with over two decades of industry experience. Some of his past roles include Senior Vice President at PIMCO Canada, Associate Advisor at RBC Dominion Securities, and Regional Vice President and Business Development Manager at TD Asset Management. Todd has a Bachelor of Arts (Finance & Economics) from the University of Western Ontario, and holds the Chartered Financial Analyst® designation.
Business Development Representative, Inside SalesBC
With a focus on working with our advisors in British Columbia, David joins Picton Mahoney Asset Management with over a decade of industry experience. In his last role, David was an Investment Advisor at Global Maxfin Capital. Prior to that, he held the role of Associate Investment Advisor at Hollis Wealth, Global Wealth Management, Scotiabank. David holds an Honours Bachelor of Finance from York University, and is an IIROC Platform Advisor.
Partner and Vice President, Retail SalesON, Atlantic Canada
Scott is a Partner and Vice President at Picton Mahoney Asset Management. Drawing on over two decades of experience in the industry and Picton Mahoney’s portfolio construction and authentic hedge expertise, Scott works with advisors to implement the best solutions for protecting and growing client wealth. Scott began his investment career at Franklin Templeton Investments in 1995 where he worked in client services, dealer services, and various sales roles before becoming Regional Vice President, Ontario. He holds a Bachelor of Arts (Psychology) from the University of Western Ontario and is a Certified Investment Management AnalystSM (CIMA®).
Associate, Inside SalesON, Atlantic Canada
Randy joined Picton Mahoney Asset Management in the fall of 2017 as an Inside Sales Associate. Prior to joining PMAM, Randy spent 17 years at Invesco Canada, serving as a Business Development Manager for 13 of those years. He was also a Marketing Associate at TD Waterhouse Financial Planning. Randy holds a Bachelor of Economics degree from Trent University, and is a Canadian Investment Manager (CIM®).
Partner and Vice President, Retail SalesAB
Andrew’s 20+ year investment career includes nine years at Standard Life Investments, five years at Raymond James and five years at Credential Securities. He’s held a range of roles, including Investment Advisor, Head of Mutual Fund Research, Head of Portfolio Services, and VP, National Accounts. He joined Picton Mahoney Asset Management in 2012, holds a BA in Economics and Environmental
Studies from the University of Victoria and is a Chartered Investment Manager (CIM®).
Vice President, Retail Sales & Portfolio Construction Consultation Services
Robert joined Picton Mahoney Asset Management in December 2019. Past roles include Vice President, ETF Leader at BlackRock and Sales Associate at PIMCO. Robert has an MBA from the University of Toronto, Rotman School of Management and holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst and Chartered Investment Manager designations.
Associate, Inside SalesAB
Bobby comes to Picton Mahoney Asset Management (PMAM) with five years of industry experience. Prior to joining PMAM, he was an Associate at Manulife Investments, as well as held other roles such as Analyst at Scotiabank Global Markets. Bobby has an Honours Bachelor in Business Administration from Richard Ivey School of Business at Western University, has completed the Canadian Securities Course, and is a Chartered Financial Analyst® Level I Candidate.