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Team
Team
We are the sum of our people. 150 individuals working together to help create your best future.
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Team
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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
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
Kyle Rathwell
Vice President, Investment Analyst
U.S. equities
Abigail Bibbings
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
Michael Elkins
Vice President, Investment Analyst, Director of Research
European equities
Lucas Bertrand-Sittler
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
Gustavo Ballvé
Vice President, Investment Analyst
Emerging Markets equities
Chirag Asnani
Investment Analyst
Emerging Markets Equities
David Hao
Investment Analyst
Emerging Markets equities
Fixed Income
Portfolio Manager
James Arnold
Vice President, Portfolio Manager
Fixed Income
Analyst
Hayley Conacher
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
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
Vice President, Senior 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
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
Vice President, 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
Vlad Dolgocheev
Associate Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
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
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