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Name | Title | Since | Until |
---|---|---|---|
Hadiza Djataou | Portfolio Manager | 2022 | Now |
Andrew Simpson | Portfolio Manager | 2022 | Now |
Biography | Andrew has over 20 years of experience in investment management and has played a pioneering role in the Canadian sustainable investing space. Most recently, he served as Director at Vancity Investment Management, where he focused on managing sustainable investing since 2010 and has successfully implemented equity portfolios that aim to generate risk-adjusted returns alongside ESG objectives. As part of his role at Mackenzie, Mr. Simpson leads the firm’s newest sustainable investing boutique, which will emphasize best-in-class environmental, social, and corporate governance (ESG) analysis. | ||
Mark Hamlin | - | 2021 | Now |
Biography | Portico | ||
Felix Wong | Director of Fixed Income Operations and Portfolio Compliance | 2019 | Now |
Biography | Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder. | ||
Konstantin Boehmer | Portfolio Manager | 2019 | Now |
Biography | Konstantin joined Mackenzie Investments in July 2013. He started in 2003 at a German asset management company, achieving progressively senior portfolio management positions. Konstantin’s focus throughout his career has been the active management of global sovereign, quasi-sovereign, and emerging markets yield curves and currencies. Konstantin has a Bachelor First Class Honours degree (European Business and Spanish) from the University of Hertfordshire in the UK, and a Master’s degree in Business Administration from the Massachusetts Institute of Technology. | ||
David P. Harris | CIO (Chief Investment Officer) | 2019 | 2022 |
Biography | David Harris, CFA, is Chairman and Senior Portfolio Manager of Rockefeller Asset Management. He is a member of the Management Committee and holds more than 28 years’ experience with Rockefeller. Mr. Harris was Chief Investment Officer from 2005 through 2021 and President of Asset Management from 2018 – 2021. He the firm’s Director of Equity Management from 2003 to 2005. Mr. Harris also served as portfolio manager for non-U.S. and emerging market equity funds at Stein Roe & Farnham in the 1990s. Mr. Harris serves on the Board of Trustees and as Chair of the Investment Committee of St. Barna | ||
Jimmy C. Chang | Chief Investment Strategist | 2017 | 2022 |
Biography | Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group. |
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