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Name | Title | Since | Until |
---|---|---|---|
Rui Cardoso | Managing Director, U.S. & International Equities | 2013 | Now |
Biography | Rui joined Beutel Goodman in 2013 and has over 25 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder. | ||
Glenn Fortin | Vice President, U.S. & Interantional Equities | 1997 | Now |
Biography | Glenn is a Beutel Goodman veteran with over 25 years of investment experience. He has been with Beutel Goodman since 1996. He is a portfolio manager and research analyst specializing in U.S. and global equities. Previously, Glenn worked at Curacao International Trust Co. He is a graduate of the University of Ottawa and a CFA charterholder. | ||
Gavin Ivory | Other Executives | 1991 | 2018 |
Biography | Gavin Ivory has managed non-domestic equities for over 21 years. Prior to joining Beutel Goodman in 1992, he managed global equities at Royal Bank Investment Management (RBIM). As one of three managers covering the world for a wide range of domestic and offshore clients, Gavin was primarily responsible for European markets. Gavin leads the Global Equity team and is responsible for all non-domestic equity mandates managed by Beutel Goodman, as well as analytical responsibility for non-domestic Financial sector companies. | ||
Diane I. Haflidson | - | 2000 | 2009 |
Biography | Diane joined Beutel Goodman in April 2000 as Vice-President, United States Equities. Ms. Haflidson brings to Beutel Goodman over 16 years of U.S. research and portfolio experience. Ms. Haflidson is responsible for the management of all United States equity assets. | ||
William Ashby | Other Executives | 1995 | 2009 |
Biography | William Ashby, a 30-year veteran of the industry, heads a distinguished group of analysts at Beutel Goodman. | ||
Robert A. McFarland | partner/global Research Analyst | 1991 | 2009 |
Biography | Robert MacFarland, CFA, is a partner and joined the firm in 1994. He is a global research analyst and member of the Investment Strategy Committee. Prior to joining JFL, Bob was a research analyst for North American equities and a portfolio manager at Hodgson Roberton Laing. He also worked at Price Waterhouse. Bob earned a B Comm from Carleton University. | ||
Richard Andrews | Portfolio Manager | 1991 | 2009 |
Biography | Richard Andrews has served as Portfolio Manager of Avant Capital Management II, LLC since September 2010. Additionally, Mr. Andrews serves as an Investment Advisor Representative for Avant Capital Management I, LLC, a position held from November, 2009 to present. From May 2007 to October 2009, Mr. Andrews served as an Investment Advisor Representative for Avant Capital Management I, LLC. Previously, Mr. Andrews designed and managed the Alpha Plus managed mutual fund program for JMFT/Brookstreet Capital Management from July 2004 through April 2007. | ||
Denis Marsh | - | 1991 | 2009 |
Biography | Denis has 27 years of investment experience in technology and real estate. | ||
Sarah Khoo | Other Executives | 2006 | 2007 |
Biography | Ms. Khoo worked at RBC Asset Management and Mackenzie Financial prior to joining Beutel Goodman. Her responsibilities included managing money and directing the research team. Sarah has 15 years of related experience, all of it focused on foreign equities | ||
Brian Brownlee | - | 2002 | 2006 |
Biography | Brian Brownlee is one of the pioneers of global equity investing in Canada. For nine years, beginning in 1982, he managed the global investments of the CBC Pension Fund. Brian has overall responsibility for the international and U.S. portfolios with specific coverage of the Pacific region, Latin America and the United Kingdom. |
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