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Name | Title | Since | Until |
---|---|---|---|
Richard B. Weed | Senior Vice President | 2016 | Now |
Biography | Richard Weed, Senior Vice President, Investment Management, is the Head of the Mackenzie Systematic Strategies Team. Focusing on systematic growth strategies, Rick is the lead portfolio manager on the Mackenzie Canadian Large Cap Growth Fund and the equity component of the Mackenzie Canadian Large Cap Balanced Fund. Rick’s experience in the investment industry started in 1992 and he joined Mackenzie in 2015. Rick began his career as a consultant at a leading economic advisory firm in Cambridge, MA. | ||
Philip Taller | Investment Manager | 2013 | 2016 |
Biography | Phil Taller, Senior Vice President, Investment Management, is the Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil's career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis. Phil has a Bachelor’s degree from the University of Waterloo, an MBA from the Schulich School of Business at York University, and is a CFA charterholder. | ||
Chuck Bastyr | Portfolio Manager | 2013 | 2015 |
Biography | Chuck Bastyr,Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Growth Team. His focus is on small- to mid-cap companies outside of North America, with an emphasis on Asia and Europe. Chuck has investment experience since 1989; Mackenzie Investments experience since January 2013. Chuck has a Bachelor of Science, Business Administration from the University of Minnesota and an MBA from Edinburgh University. He is also a CFA charterholder. | ||
Stephanie Griffiths | Portfolio Manager | 2000 | 2013 |
Biography | Since early 2000, Stephanie Griffiths has been the sole Portfolio Manager of Mackenzie Ivy Enterprise Fund, a North American smaller company portfolio. Stephanie joined Mackenzie Financial in June 1997 from Sprott Securities Ltd., where she was Special Situations and Consumer Products Analyst. Stephanie graduated with distinction from the University of Toronto in 1986 with a BA in Sociology, and also holds a BAA in Journalism from Ryerson University. Stephanie is a CFA charterholder. | ||
Stephen Jenkins | Lead Portfolio Manager | 1997 | 2009 |
Biography | Stephen joined Sionna in 2019 as the lead Portfolio Manager for the firm’s global value strategy and focused U.S. value strategy. Stephen brings more than 25 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder. | ||
Joe Mastrolonardo | Portfolio Manager | 1981 | 2009 |
Biography | Joe Mastrolonardo, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Large Cap Dividend Team. He is responsible for banks, cable & telecom and industrials. Joe has investment experience since 1994; Mackenzie Investments experience since 1997. Joe has a BBA (Hons) from the University of Western Ontario and an MBA from the University of Toronto. He is also a CFA charterholder. | ||
Gerald Coleman | Head | 1981 | 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. | ||
Chuck Roth | Vice President | 1997 | 2001 |
Biography | Chuck Roth, Vice President, Investment Management, is a Portfolio Manager and lead of the Mackenzie Large Cap Canadian Team, with a GARP focus. Chuck has investment experience since 1983; Mackenzie Investments experience since 1997. Chuck has a BBA from Wilfrid Laurier University, is a Fellow of the Institute of Canadian Bankers and is a CFA charterholder. | ||
Jerry Javasky | Other Executives | 1997 | 1998 |
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. |
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