Richard Rooney, CFA, FCPA
Vice Chair and Co-Founder
Highlights
- Portfolio Manager for EAFE equities
- Former Chief Investment Officer (20+ years)
- 35+ years of combined professional experience
After many years of education and practice in the investment management field, Richard read some essays by Warren Buffett and was smitten. Here was someone who actually carried out Einstein’s instruction that things should be as simple as possible but no simpler! Trying to apply this simple and sensible approach to investing, finding like-minded people to apply it globally, and writing about it and discussing it, have been the best parts of his day job ever since.
As Chief Investment Officer of Burgundy for over 20 years, Richard helped build an investment department that is supportive of thoughtful risk-taking, humble and dispassionate about acknowledging and learning from mistakes, and that bases its decisions on carefully marshalled evidence and strict valuation work.
Burgundy Experience
- Joined Burgundy in 1995
- Appointed President, Chief Investment Officer in 1997
- Appointed Vice Chair and Co-Founder in 2020
Relevant Experience
- 35+ years of combined professional experience
- Experience includes positions at: Price Waterhouse, Sun Life, AMI Partners
Education
- CFA charterholder
- Fellow of CPA Ontario
- MBA, Richard Ivey School of Business, Western University
- Bachelor of Arts, University of Toronto
Memberships and Community
- Chair of Board of Directors and of the Investment Committee, Princess Margaret Cancer Foundation
- Member of Governance Committee, former Chair of Board of Governors, Stratford Shakespeare Festival
- Trustee Emeritus and former President, Art Gallery of Ontario Foundation
- Trustee Emeritus, Art Gallery of Ontario
- Member, CPA Ontario
- Member, CFA Society Toronto
- Member, CFA Institute