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Name | Title | Since | Until |
---|---|---|---|
Anthony Rago | Portfolio Manager | 2022 | Now |
Clayton Zacharias | Portfolio Manager | 2016 | Now |
Biography | Clayton is a vice president and portfolio manager for Trimark Investments at Invesco. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles as a senior associate, manager and vice president in the corporate finance and investment banking group. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Accountant designations. | ||
Alan Mannik | Portfolio Manager | 2013 | Now |
Biography | Alan Mannik is a senior portfolio manager at Invesco Canada. Mr. Mannik began his investment career in 2003 at Scotia Merchant Capital Corp., where he worked as a private equity associate. He joined Invesco in 2007 as an investment analyst and became a portfolio manager in 2010. Mr. Mannik earned an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA charterholder. | ||
Mark Uptigrove | Equity Research Associate | 2016 | 2020 |
Biography | Mark Uptigrove is lead portfolio manager for Invesco Canada Ltd. Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998. Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder. | ||
Ian Hardacre | Vice President | 2013 | 2016 |
Biography | Ian is Head of Canadian Equities for Trimark Investments, based in Toronto. Ian is from Toronto and began his investment career in 1991 as an account manager in the commercial banking division of the Hongkong Bank of Canada. He has also worked as a manager in corporate credit at The Bank of Nova Scotia. Prior to joining the company in 1997, he was an assistant portfolio manager at the Ontario Teachers’ Pension Plan Board. He earned an MBA and a B.Comm. from McMaster University, and he holds the Chartered Financial Analyst designation. | ||
Jason Whiting | Portfolio Manager | 2013 | 2016 |
Biography | Jason is a vice president and portfolio manager for Trimark Investments, based in Toronto. Jason is from Toronto and began his investment career in 2000. Prior to joining the company as an investment analyst, he was a research analyst supporting the Canadian and global equity teams at Laketon Investment Management. He became a portfolio manager in 2005. Jason earned a BBA (Hons.) from Wilfrid Laurier University, and he holds the Chartered Financial Analyst designation. | ||
Eric Mencke | Portfolio Manager | 2013 | 2016 |
Biography | Eric is a portfolio manager for Trimark Investments. He began his financial career in 1995 at Ernst & Young, LLP, where he worked as an audit and assurance manager. After that, he worked at TD Securities, where he was an equity research analyst. Before joining Invesco, Eric worked at UBS Securities Canada as an equity research analyst and then director. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA from the University of Western Ontario and an Accounting Diploma from Wilfrid Laurier University,and holds the CFA and CA designations | ||
Rachel Volynsky | Portfolio Manager | 2010 | 2014 |
Biography | Volynsky joined SEI in 2016. Prior to that, Volynsky is the Senior Portfolio Manager of Calvert’s large cap value team. She has been in the industry since 1997, previously working for Invesco, Canada and TD Asset Management. She holds an MBA in International Finance from York University Schulich School of Business, a BA (Criminology) from the University of Toronto and is a CFA charter holder. | ||
Heather Hunter | Other Executives | 1999 | 2013 |
Biography | Heather was named Head of Canadian Equities for Invesco Worldwide Institutional in 2009. She began her investment career in 1976 at Confederation Life Insurance, where she worked for 14 years in progressive roles to VP. Prior to joining the company in 1999 as vice president and portfolio manager at Invesco Trimark, she was a VP at the Ontario Teachers’ Pension Plan Board. She earned an MBA from the University of Western Ontario and a BA in Economics from McGill University. She is also a CFA charterholder. | ||
Robert Krembil | Other Executives | 1995 | 2001 |
Biography | Robert Krembil is a Trimark Chairman with 33 years experience and is a founding Principal of Trimark. Previous experience: Vice President & Direct at Bolton Tremblay, Co-Founder of Morrison Krembil Ltd., Manager of Pension Investments - Canada Permanent Trust |
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