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Name | Title | Since | Until |
---|---|---|---|
Graham Meagher | Associate Portfolio Manager | 2016 | Now |
Biography | Graham Meagher is an Associate Portfolio Manager on the Mackenzie Ivy Team. Graham is primarily responsible for researching and selecting Canadian companies. Graham’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2014. Prior to joining Mackenzie Investments, Graham was a vice president and equity research analyst at a leading Canadian investment bank. Graham has a Bachelor of Commerce from the University of Guelph and is a CFA charterholder. | ||
James Morrison | Associate Portfolio Manager | 2016 | Now |
Biography | James Morrison is an Associate Portfolio Manager on the Mackenzie Ivy team. His primary responsibility is covering Canadian equities. James has been with Mackenzie Investments since 2014. His previous experience includes working as an Investment Banking Associate and Equity Research Analyst at a leading independent investment dealer focused on institutional and corporate clients. James has an MBA in Finance and Economics from Dalhousie University, and a BBA in Finance and Economics from Bishop’s University. He is a CFA charterholder. | ||
Paul Musson | Senior Vice President | 2014 | Now |
Biography | Paul Musson, Senior Vice President, Investment Management, is Head of the Mackenzie Ivy Team. Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities. Paul has a BComm (Finance) from Concordia University. He is also a CFA charterholder. | ||
Matt Moody | Associate Portfolio Manager | 2014 | 2016 |
Biography | Matt Moody, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. Matt is primarily responsible for researching and selecting European companies. Matt’s career in the investment industry began in 1999. He has been with Mackenzie Investments since 2005. Prior to joining Mackenzie Investments, Matt spent four years at a competitor firm in various investment research and analyst roles. Matt has a BBA from Acadia University and an International MBA from the Schulich School of Business at York University. He is also a CFA charterholder. | ||
Robert McKee | Vice President | 2014 | 2016 |
Biography | Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area. | ||
Not Disclosed | - | 2012 | 2013 |
Jerry Javasky | Other Executives | 1996 | 2012 |
Biography | Jerry Javasky is a Senior Vice President, Investments of Mackenzie Financial Corporation. His investment career spans over 20 years, including manager of underwriting for an international investment bank, a financial analyst for Wood Gundy and a Senior Portfolio Manager with United Financial Management. He joined Mackenzie in 1992 and played an important role in establishing the Ivy Funds. He holds an MBA degree from York University in Toronto. | ||
Gerald Coleman | Head | 1996 | 2009 |
Biography | Gerald Coleman, head of the Harbour Funds portfolio management team at CI Mutual Funds Inc., joined CI in 1997 to establish the Harbour Funds. Mr. Coleman's expertise is the result of more than 35 years of experience in Canadian financial markets. Mr. Coleman began his career in finance with Montreal Trust where he managed investment portfolios for estate, trust, personal and pension portfolios. In 1978, Mr. Coleman moved to United Financial Management to concentrate exclusively on mutual funds. In 1992, he moved to Mackenzie Financial Corporation to assist in the creation of the Ivy Funds. |
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