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As a professional portfolio manager, I specialize in the design and management of investment portfolios focused on consistent growth and income for both individuals and corporations. As a professional investment manager with 17 years of industry experience, including 9 years managing institutional portfolios, I have managed portfolios ranging from several million to in excess of $1 billion. Additional responsibilities included the management of balance sheet cash and liquidity, interest rate risk, foreign currency risk, sourcing and arranging of external debt facilities or offerings and managing a corporate consulting group. Prior to joining Mackie Research Capital, I was a member of the Senior Leadership Team and Vice President, Capital Markets for one of Canada's leading financial institutions with responsibility for the active management of a multiple asset and derivative portfolio. Areas of expertise include equities, fixed income securities, derivatives and financial risk management.
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