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Name | Title | Since | Until |
---|---|---|---|
Kenneth A. Broekaert | Portfolio Manager, Vice President | 2015 | Now |
Biography | Ken joined Burgundy in April 2003 as an Investment Analyst focusing on Europe and became the Portfolio Manager for European equities and Vice President of the firm in July 2006. In July 2010, he was appointed to Senior Vice President. Ken assumed the role of Director of Research in February of 2015 and became the Portfolio Manager for Burgundy’s Global Focused Opportunities strategy in December 2015. In June 2016, he transitioned his responsibilities as Director of Research to focus solely on portfolio management and added the role of Portfolio Manager for the Burgundy Global Equity strategy | ||
Richard E. Rooney | Portfolio Manager | 2005 | 2015 |
Biography | Richard Rooney has been with Burgundy since 1995. As CIO, he oversees all investment activities. He also has responsibilities as Portfolio Manager. Richard began his career as a Chartered Accountant with Price Waterhouse. He left the practice in 1984 to join Sun Life as an Investment Analyst and subsequently joined AMI Partners in 1989. Richard received his Bachelor of Arts degree from the University of Toronto and his MBA from the Richard Ivey School of Business. In 2009, he was honoured by his peers and received the designation of Fellow of the Institute of Chartered Accountants. | ||
David P. Vanderwood | Senior Vice President | 2005 | 2010 |
Biography | David Vanderwood is Portfolio Manager for Burgundy’s Canadian equities. David joined Burgundy in 2001 and was appointed a Senior Vice President in June 2003. Prior to Burgundy, he was with Odlum Brown Ltd. where he researched both Canadian and U.S. equities. David earned his Bachelor of Commerce (Honours Finance) degree from the University of British Columbia and was awarded the Chartered Financial Analyst designation in 1996. |
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