Team | Burgundy Asset Management

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Team

Founders
Management Team
Investment Team
Relationship Team
Operations, Finance, Legal & Compliance Teams

Founders

Tony Arrell

Chairman and Co-Founder

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

Richard Rooney

Vice Chair and Co-Founder

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

Management Team

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

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

Jennifer Dunsdon

Senior Vice President, Head of Client Experience

Joined Burgundy in 2001
25+ years of combined professional experience

Julie Cordeiro

Vice President, Chief Administrative Officer and General Counsel

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

Kyle Coatsworth

Vice President, Head of Institutional

Institutions
Foundations & Endowments
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

Investment Team

Executive

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

Equities

Portfolio Manager

Richard Rooney

Vice Chair and Co-Founder

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

Canadian large-cap equities

Portfolio Manager

David Vanderwood

Senior Vice President, Portfolio Manager

Canadian equities

Analysts

Stephen Shuttleworth

Vice President, Portfolio Manager

Canadian equities

Christian Sisak

Vice President, Investment Analyst

Canadian equities

Canadian small-cap equities

Portfolio Manager

Andrew Iu

Vice President, Portfolio Manager, Director of Research

Canadian small-cap equities

Analyst

Irena Petkovic

Investment Analyst

Canadian small-cap equities

U.S. large-cap equities

Portfolio Manager

Doug Winslow

Vice President, Portfolio Manager

U.S. equities

Analysts

Abigail Bibbings

Investment Analyst

U.S. equities

Kyle Rathwell

Investment Analyst

U.S. equities

Mitchell Rothman

Investment Analyst

U.S. equities

U.S. small-cap & small/mid-cap equities

Portfolio Manager

Steve Boutin

Senior Vice President, Portfolio Manager

U.S. small/mid-cap equities

Analysts

Oliver Cardoso

Vice President, Deputy Portfolio Manager

U.S. small/mid-cap equities

Donald Gawel

Vice President, Investment Analyst

U.S. small/mid-cap equities

James Boulter

Investment Analyst

U.S. small/mid-cap equities

European equities

Portfolio Manager

Kenneth Broekaert

Senior Vice President, Portfolio Manager

European equities
Global equities

Analysts

Lucas Bertrand-Sittler

Vice President, Investment Analyst

European equities

Michael Elkins

Vice President, Investment Analyst

European equities

Kyle Stolys

Investment Analyst

European equities

Asian equities

Portfolio Manager

Craig Pho

Senior Vice President, Portfolio Manager

Asian equities

Analysts

Matthew O'Meara

Vice President, Investment Analyst

Asian equities

Steven Boisvert

Investment Analyst

Asian equities

Emerging Markets equities

Portfolio Managers

Ching Chang

Vice President, Portfolio Manager

Emerging Markets equities

Dimitar Shapov

Vice President, Portfolio Manager

Emerging Markets equities

Analysts

Chirag Asnani

Investment Analyst

Emerging Markets Equities

David Hao

Investment Analyst

Emerging Markets equities

Gustavo Ballvé

Investment Analyst

Emerging Markets equities

Fixed Income

Portfolio Managers

James Arnold

Vice President, Portfolio Manager

Fixed Income

Vincent Hunt

Vice President, Portfolio Manager

Fixed Income

Analyst

Evan Delaney

Investment Analyst

Fixed Income

Relationship Team

Institutions

Key Contacts

Kyle Coatsworth

Vice President, Head of Institutional

Institutions
Foundations & Endowments
Family Offices

Mike Sandrasagra

Vice President, Head of Canadian Institutional Group

Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations

Team

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

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

Kimberly Nemeth

Institutional Relationship Manager

Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations

Roz McLean

Relationship Manager

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

Shea McEachrane-Johnson

Senior Institutional Relationship Manager

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

Usama Mazhar

Global Equities Product Specialist

Institutions
Foundations & Endowments
Family Offices

William Honce

Senior Institutional Relationship Manager

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

Individuals & Families

Key Contacts

Anne Maggisano

Vice President, Investment Counsellor

Canadian Individuals & Families
The Women of Burgundy

Caroline Montminy

Vice President, Investment Counsellor

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

Liann Pincott

Vice President, Business Development

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Mathew Harrison

Vice President, Head of Private Client Group

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

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

Team

Angela Bhutani

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Blake McQuattie

Associate Investment Counsellor

Individuals & Families in British Columbia & Alberta

Charles Walker

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Daniel Perrault

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Greg Dowdall

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

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

Kate Mostowyk

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Lauren Davis Landau

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Mark Gallien

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Meghan Moore

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Mirjana Vladusic

Associate Investment Counsellor

Canadian Individuals & Families

Sarah MacNicol

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Vida Guido

Associate Investment Counsellor

Canadian Individuals & Families

Operations, Finance, Legal & Compliance Teams

Dave Borg

Vice President, Head of Operations

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

Jennifer Dunsdon

Senior Vice President, Head of Client Experience

Joined Burgundy in 2001
25+ years of combined professional experience

Julie Cordeiro

Vice President, Chief Administrative Officer and General Counsel

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

Karen Mintz

Vice President, Chief Compliance Officer & Associate General Counsel

20 years of legal, regulatory & compliance experience

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

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