Team | Burgundy Asset Management

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Team

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A

Abigail Bibbings

Investment Analyst

U.S. equities

Allan MacDonald

Senior Vice President Emeritus

Joined Burgundy in 1995
30+ years of combined professional experience
Launched Burgundy’s Canadian Small Cap and U.S. Small Cap strategies

Andrew Iu

Vice President, Portfolio Manager, Director of Research

Canadian small-cap equities

Angela Bhutani

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Anne Maggisano

Vice President, Investment Counsellor

Canadian Individuals & Families
The Women of Burgundy

Anne Mette de Place Filippini

Senior Vice President, Chief Investment Officer

Joined Burgundy in 2008
Portfolio Manager for Partners’ Global and Balanced strategies
30+ years of combined professional experience

Areg Avetisyan

Associate Relationship Manager, Canadian Institutional Group

Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations

Ayrton David Dick

Vice President, Senior Relationship Manager

U.S. Institutions
U.S. Foundations & Endowments
U.S. Family Offices

B

Blake McQuattie

Associate Investment Counsellor

Individuals & Families in British Columbia & Alberta

C

Caroline Montminy

Vice President, Investment Counsellor

Individuals & Families in Quebec & Ontario
Foundations & Endowments in Quebec & Ontario
Family Offices in Quebec & Ontario

Charles Walker

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Ching Chang

Vice President, Portfolio Manager

Emerging Markets equities

Chirag Asnani

Investment Analyst

Emerging Markets Equities

Christian Sisak

Vice President, Investment Analyst

Canadian equities

Claude Bédard

Vice President Emeritus

Joined Burgundy in 2006
40+ years of combined professional experience
Former Head of Burgundy’s Montreal office

Craig Pho

Senior Vice President, Portfolio Manager

Asian equities

D

Daniel Perrault

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Dave Borg

Vice President, Head of Operations

Joined Burgundy in 2016
25+ years of combined professional experience
Oversees Client Accounts and Operations

David Hao

Investment Analyst

Emerging Markets equities

David Vanderwood

Senior Vice President, Portfolio Manager

Canadian equities

Dimitar Shapov

Vice President, Portfolio Manager

Emerging Markets equities

Donald Gawel

Vice President, Investment Analyst

U.S. small/mid-cap equities

Doug Winslow

Vice President, Portfolio Manager

U.S. equities

E

Evan Delaney

Investment Analyst

Fixed Income

G

Greg Dowdall

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Gustavo Ballvé

Investment Analyst

Emerging Markets equities

I

Irena Petkovic

Investment Analyst

Canadian small-cap equities

J

Jaclyn Moody

Vice President, Head of Sustainability & Institutional Services

Joined Burgundy in 2016
15+ years of combined professional experience
Responsible for Burgundy’s Sustainability Team

James Arnold

Vice President, Portfolio Manager

Fixed Income

James Boulter

Investment Analyst

U.S. small/mid-cap equities

Jennifer Dunsdon

Senior Vice President, Head of Client Experience

Joined Burgundy in 2001
25+ years of combined professional experience

Jessie Bobinski

Investment Counsellor

Individuals & Families in British Columbia, Alberta & Saskatchewan
Foundations & Endowments in British Columbia, Alberta & Saskatchewan
Family Offices in British Columbia, Alberta & Saskatchewan

Jock Fleming

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Julie Cordeiro

Vice President, Chief Administrative Officer and General Counsel

20+ years of legal, regulatory & compliance experience
Investment industry advocate

K

Karen Mintz

Vice President, Chief Compliance Officer & Associate General Counsel

20 years of legal, regulatory & compliance experience

Kate Mostowyk

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Kenneth Broekaert

Senior Vice President, Portfolio Manager

European equities
Global equities

Kimberly Nemeth

Institutional Relationship Manager

Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations

Kyle Coatsworth

Vice President, Head of Institutional

Institutions
Foundations & Endowments
Family Offices

Kyle Rathwell

Investment Analyst

U.S. equities

Kyle Stolys

Investment Analyst

European equities

L

Lauren Davis Landau

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Liann Pincott

Vice President, Business Development

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Lisa Ritchie

Vice President Emeritus

Joined Burgundy in 2014
35+ years of combined professional experience
Former Investment Counsellor at Burgundy

Lloyd Barbara

Director Emeritus

Joined Burgundy in 1994
50+ years of combined professional experience
Former Vice President of Marketing, Pension & Investment Services for Confederation Life

Lucas Bertrand-Sittler

Vice President, Investment Analyst

European equities

M

Mark Gallien

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Mark Keil

Vice President, Chief Financial Officer

Joined Burgundy in 2015
10+ years of combined professional experience
Oversees the financial activities of the organization while supporting the long-term strategic priorities of Burgundy

Mathew Harrison

Vice President, Head of Private Client Group

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Matthew O'Meara

Vice President, Investment Analyst

Asian equities

Meghan Moore

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Michael Elkins

Vice President, Investment Analyst

European equities

Mike Sandrasagra

Vice President, Head of Canadian Institutional Group

Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations

Mirjana Vladusic

Associate Investment Counsellor

Canadian Individuals & Families

Mitchell Rothman

Investment Analyst

U.S. equities

O

Oliver Cardoso

Vice President, Deputy Portfolio Manager

U.S. small/mid-cap equities

R

Rachel Davies

Vice President, Investment Counsellor

Individuals & Families in British Columbia, Alberta & Ontario
Foundations & Endowments in British Columbia, Alberta & Ontario
Family Offices in British Columbia, Alberta & Ontario

Richard Rooney

Vice Chair and Co-Founder

Portfolio Manager for EAFE equities
Former Chief Investment Officer (20+ years)
35+ years of combined professional experience

Robert Sankey

Chief Executive Officer

Joined Burgundy in 2005
20+ years of combined professional experience
10+ years of investment experience in equity & fixed income, including four years as Director of Research

Robyn Ross

Vice President, Head of People & Talent

Joined Burgundy in 2006
20+ years of combined professional experience
Responsible for cultivating a successful work environment for Burgundy employees while also overseeing Burgundy’s full-time recruitment and intern program

Roz McLean

Relationship Manager

U.S. Institutions
U.S. Foundations & Endowments
U.S. Family Offices

S

Sarah MacNicol

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Shea McEachrane-Johnson

Senior Institutional Relationship Manager

Canadian Pension Plans
Canadian Foundations and Endowments
Canadian Institutional Investors and their Partners

Stephen Shuttleworth

Vice President, Portfolio Manager

Canadian equities

Steve Boutin

Senior Vice President, Portfolio Manager

U.S. small/mid-cap equities

Steven Boisvert

Investment Analyst

Asian equities

T

Tony Arrell

Chairman and Co-Founder

Joined Burgundy in 1993
Former Chief Executive Officer (20 years)
50+ years of combined professional experience

U

Usama Mazhar

Global Equities Product Specialist

Institutions
Foundations & Endowments
Family Offices

V

Vida Guido

Associate Investment Counsellor

Canadian Individuals & Families

Vincent Hunt

Vice President, Portfolio Manager

Fixed Income

W

William Honce

Senior Institutional Relationship Manager

Canadian Pension Plans
Canadian Foundations and Endowments
Canadian Institutional Investors and their Partners