Our team

Kathryn is a portfolio manager on the fundamental equity team. She is responsible for fundamental research and analysis.

Kathryn holds a Bachelor of Commerce from the University of Melbourne and is a CFA charterholder.

Chris is a portfolio manager on the quantitative equity team. He is responsible for portfolio construction and monitoring.

Chris graduated with a Diploma in Financial Management from the British Columbia Institute of Technology and is a CFA charterholder.

Richard is co-head of the Investment Management Systems (IMS) team. The IMS team designs, develops, and supports research and portfolio management systems for each of the investment teams. Prior to being co-head of the IMS team, Richard led the Quantitative Equity Portfolio Management Systems group. He joined CC&L Financial Group in 2015 as a Quantitative Equity Systems Developer.

Richard holds a Bachelor of Applied Science in Computer Engineering with honours from the University of Waterloo.

Colin Aubrey is a portfolio manager on the client solutions team. He is responsible for institutional client service.

Colin holds a Bachelor of Commerce in Management, Economics, and Finance from the University of Guelph and is a CFA charterholder.

Osman is a member of the equity trading team. He is primarily responsible for trading equities for the Quantitative Equity Team.

Osman holds a Bachelor of Mathematics from the University of Waterloo.

Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Prior to joining CC&L Investment Management, Gary worked in engineering, investment analytics, and research positions at various companies across Canada.

Gary holds a Master of Business Administration from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder.

Brian is a portfolio manager on the quantitative equity team. He is responsible for portfolio construction and monitoring.

Brian holds a Bachelor of Arts in Accountancy and Computer Science with honours from Heriot-Watt University in Edinburgh, Scotland.

Johanne is a portfolio manager on the client solutions team. She is responsible for institutional client service.

Johanne holds a Bachelor of Commerce from the University of Ottawa. She is a CFA charterholder, a Certified Management Accountant, and holds a Certificate in Derivatives Market Strategies (formerly called a Derivatives Market Specialist designation).

Michael is a portfolio manager on the quantitative equity team. He is responsible for portfolio construction and monitoring.

Michael holds a Master of Quantitative Finance from the University of Waterloo and a Bachelor of Science in Mathematics and Statistics with honours from Imperial College in London, England. He is also a CFA charterholder.

Jenny is a senior analyst on the quantitative equity team. She is responsible for portfolio construction, quantitative research and analysis.

Jenny holds a Doctor of Philosophy in Economics and a Master of Science in Economics from Washington University in St. Louis, based in St. Louis, MO, U.S.A, and a Bachelor of Science from Beijing University in China. She is also a CFA charterholder.

Jocelyn is an analyst on the fixed income team. She is responsible for broad coverage across Canadian and U.S. industries.

Jocelyn holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.

Lisa is a portfolio manager and product specialist on the fundamental equity team. She is responsible for client communications.

Lisa holds a Master of Science in Investment Management from Cass Business School in London, England, and a Bachelor of Business Administration from Simon Fraser University. She is also a CFA charterholder.

Daniel is co-head of the Investment Management Systems (IMS) team. He is responsible for the technology strategy of the Investment Management Systems (IMS) team for each of the investment teams and provides leadership on how technology can be leveraged to meet investment objectives. Daniel was previously a systems manager and lead software engineer for research and portfolio management systems.  He joined CC&L in 2004.

Daniel holds a Master of Mathematics from the University of Waterloo and a Bachelor of Science in Mathematics with honours from the University of Victoria.

Phil is head of the client solutions team, is on the investment risk management committee, the risk management & compliance committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Phil joined CC&L Investment Management in 1993 as an analyst on the fundamental equity team and was also a portfolio manager on the team for 13 years before leading the client solution team. Prior to joining CC&L Investment Management, he worked at other Canadian asset management firms as an analyst.

Phil holds a Bachelor of Commerce from University of British Columbia and is a CFA charterholder.

Derrick is the Chief Compliance Officer for Connor, Clark & Lunn Investment Management Ltd. He is also on the risk management & compliance committee, the investment risk management committee, and the CC&L Investment Management ESG committee.

Derrick holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder.

Lee is the Head of Investment Management Operations and is responsible for overseeing front, mid, and back-office operations and systems. Lee was previously a Managing Director and Head of Information Systems for Connor, Clark & Lunn Financial Group Ltd.

Lee holds a Bachelor of Sciences in Management of Information Systems from Pacific Western University.

Monica is an analyst on the fixed income team. She is responsible for macro research and client communications.

Monica holds a Master of Financial Risk Management from Simon Fraser University and a Bachelor of Science in Economics with distinction from the University of Victoria. She is also a CFA charterholder.

Joe is an analyst on the fixed income team. He is responsible for broad coverage across Canadian and U.S. industries.

Joe holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder.

Chang is a senior research associate on the fundamental equity team. She is responsible for fundamental research and analysis.

Chang holds a Bachelor of Commerce from the University of British Columbia and is a CFA charter holder.

Jenny is a portfolio manager and co-head of the quantitative equity team. She is responsible for the leadership of the business and team strategy. She is also a Director of Connor, Clark & Lunn Investment Management Ltd. Jenny joined CC&L Investment Management in 2007 as a quantitative equity analyst & trader and became a product specialist on the team in 2015. Prior to joining the firm, she worked in American finance with roles in analytics, strategy, and leadership.

Jenny holds a Bachelor of Arts in Physics and Computer Science from Columbia University in New York City, NY, U.S.A.

Ryan is a portfolio manager on the fundamental equity team, responsible for coverage of companies within the healthcare and technology sectors.

Ryan holds a Master of Business Administration from Queen’s University, and a Bachelor of Applied Science from the University of Waterloo. He is also a CFA charterholder.

Jack is a research associate on the fundamental equity team. He is responsible for fundamental research and analysis.

Jack holds a Bachelor of Commerce in Finance with honours from Queen’s University.

Adriana is a senior analyst on the quantitative equity team. She is responsible for quantitative research and analysis.

Adriana holds a Bachelor’s in Computer Science from Princeton University.

David is a portfolio manager and co-head of the fixed income team, responsible for the leadership of the team. He is also a director of Connor, Clark & Lunn Investment Management Ltd. David joined the firm in 2006 as a fixed income portfolio manager. 

David holds a Bachelor of Commerce degree from the University of British Columbia and is a CFA charterholder.

Martin is the President of Connor, Clark & Lunn Investment Management Ltd., and is its Chief Investment Officer. Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.

Martin holds a Bachelor of Commerce from the University of British Columbia and  is a CFA charterholder.

Jeremy is a systems lead on the quantitative equity team.

He holds a Bachelor of Commerce from Sauder School of Business, University of British Columbia.

Morgan Gough is Head of Research on the quantitative equity team and co-leads the quantitative equity research analysts.

Morgan holds a Bachelor of Commerce from the University of British Columbia and  is a CFA charterholder.

Tate is a portfolio manager on the quantitative equity team, and co-leads the quantitative equity research analysts.

Tate holds a Bachelor of Commerce from the University of British Columbia and  is a CFA charterholder.

Nolan leads the quantitative equity data systems group within the Investment Management Systems (IMS).  He is responsible for leading the design, development, and support of quantitative equity data systems.  He joined CC&L in 2019 as a Quantitative Equity Systems Developer.

Nolan holds a Bachelor of Science in Engineering Physics from the University of British Columbia.

Isaac leads the infrastructure systems group within the Investment Management Systems (IMS).  He is responsible for leading the design, development, and support of technology infrastructure systems.  He joined CC&L in 2019 as a Quantitative Equity Systems Developer.

Isaac holds a Bachelor of Science from the University of British Columbia.

Piper is a member of the quantitative equity team. She is responsible for quantitative research and analysis.

Piper holds a Bachelor of Commerce from the Sauder School of Business, University of British Columbia and is a CFA charterholder.

Chris is a Co-Manager of Investment Process Management on the Quantitative Equity team. He is responsible for data acquisition and process management.

Chris has a bachelor’s degree in mechanical engineering from Georgia Institute of Technology

Kyle leads the fixed income & asset allocation systems group within the Investment Management Systems (IMS). He is responsible for leading the design, development, and support of fixed income systems. He joined CC&L in 2017 as a Systems Developer on the Fixed Income team.

Kyle holds a Bachelor of Science from the University of British Columbia.

Richard is a Senior Analyst on the quantitative equity team. He is responsible for portfolio construction and monitoring.

Richard holds a Bachelor’s in Physics from the University of British Columbia and an MSc, Statistics from Simon Fraser University.

Steven is co-head of the quantitative equity team, with leadership responsibility of the investment strategy and research.  He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Steven joined CC&L Investment Management in 1996 as a quantitative equity analyst and was previously the sole lead of the quantitative equity team for six years.

Steven Holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.

Ted is an analyst on the fixed income, portfolio analysis, and design team. He is responsible for quantitative research and analysis.

Ted holds a Master in Mathematics and a Bachelor of Mathematics with honours from the University of Waterloo. He is also a CFA charterholder.

Kyle is the Head of Investment Management Operations and is responsible for overseeing front, mid, and back-office operations, and systems. Kyle is also the Head of Investment Process Management, overseeing the investment process management team which is responsible for data acquisition and quantitative process management on the quantitative equity team.

Kyle holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder.

Jovana is a portfolio manager on the client solutions team. She is responsible for institutional client service.

Jovana holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder.

Carolyn is a portfolio manager on the fixed income team. She is responsible for macro research and client communications.

Carolyn holds a Master of Arts in Economics from the University of Toronto and a Bachelor of Arts in Economics and Mathematics from the University of Waterloo. She is also a CFA charterholder.

Nancy is a member of the equity trading team. She is primarily responsible for trading equities for the Quantitative Equity Team.

Nancy holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.

Jason is an analyst on the fixed income team. He is responsible for broad coverage across Canadian and U.S. industries.

Jason holds a Bachelor of Commerce from Sauder School of Business, University of British Columbia and is a CFA charterholder.

Steven Li is an analyst on the quantitative equity team. He is responsible for quantitative research and analysis.

Steven holds a Bachelor of Mathematics from the University of Waterloo.

Cam MacDonald is a Co-Manager of Investment Process Management, Quantitative Equity on the quantitative equity team. He is responsible for data acquisition and process management.

Cam holds a Master of Science from Georgia Institute of Technology in Atlanta, Georgia, and a Bachelor of Commerce in Management and Finance with distinction from John Molson School of Business at Concordia University. He is also a CFA charterholder.

Calum is a portfolio manager on the client solutions team. Prior to joining CC&L Investment Management in 2023, he worked in a number of progressively senior investment management roles, including leadership posts in both Canada and the UK.

Calum earned an MBA (with Distinction) and an MSc in Economic Management and Policy from the University of Strathclyde Business School, Glasgow, as well as an MA (Honours) in Economic Science from the University of Aberdeen. He is a CAIA charterholder.

Simon is a portfolio manager on the fixed income team. He leads portfolio construction and is responsible for overseeing all aspects of trading on the team. He is also a member of the investment risk management committee.

Simon holds a Doctor of Philosophy degree from the University of Wisconsin-Madison and a Bachelor of Arts degree from the University of British Columbia.

Kevin is a member of the fixed income team. He is responsible for corporate credit trading, which includes both investment grade and high yield bonds.

Kevin holds a Bachelor of Arts in Economics with honours from Queen’s University and the University of British Columbia. He is also a CFA charterholder.

Jonathan leads the quantitative model engineering group within the Investment Management Systems (IMS). He is responsible for leading the design, development, and support of systems for quantitative equity research. He joined CC&L in 2017 as a Quantitative Equity Systems Developer.

Jonathan holds a Bachelor of Arts in Mathematical Economics with honours from the University of Waterloo and is a CFA charterholder. 

Haley is a research associate on the fundamental equity team. She is responsible for fundamental research and analysis.

Haley holds a Bachelor of Science in Business Administration from Drexel University.

Graeme McCrodan is an analyst on the quantitative equity team. He is responsible for quantitative research and analysis.

Graeme holds a Master of Science from Georgia Institute of Technology in Atlanta, Georgia and a Bachelor of Science in Astrophysics from the University of Victoria. He is also a CFA charterholder. 

Michael is the Portfolio Manager and Research Head on the fundamental equity team. He is responsible for the coverage of companies within the real estate and consumer discretionary sectors.

Michael holds a Bachelor of Science from the University of Alberta.

Brian Milne is a senior analyst on the Fundamental Equity team. He is responsible for coverage of companies within the energy sector.

He is also on the CC&L Investment Management ESG Committee. Brian holds a Bachelor of Commerce from the University of Alberta.

Simon is an analyst on the fundamental equity team. He is responsible for portfolio management operations, including the administration, modeling, and implementation of portfolio strategy.

Simon holds a Master of Science from the University of London in London, England and a Bachelor of Commerce from the University of British Columbia. He is also a CFA charterholder. 

Derek Moore is an analyst on the quantitative team. He is responsible for quantitative research.

Derek holds a Bachelor of Finance in Computing Science and Business from the University of Alberta and is a CFA charterholder. 

Conrad is a senior analyst on the quantitative equity team. He is responsible for quantitative research and analysis.

Conrad holds a Bachelor of Science in Engineering Physics from the University of British Columbia and a Masters in Financial Engineering from the University of California.

Uzair is a portfolio manager on the client solutions team. He is responsible for institutional client service.

Uzair holds a Bachelor of Mathematics/Financial Analysis and Risk Management. He is also a CFA charterholder, and a Fellow of the University of Waterloo.

John is a portfolio manager on the fundamental equity team. He is responsible for the coverage of companies within the industrials and utilities sectors. He is also on the CC&L Investment Management ESG committee.

John holds a Master of Science from the London School of Economics in London, England, a Master of Business Administration from the University of Toronto, and a Bachelor of Arts from Brock University. He is also a CFA charterholder.

Bradley is a senior analyst on the quantitative equity team. He is responsible for quantitative research and analysis.

Bradley holds a Bachelor’s in Mathematics and a Master of Data Science from the University of British Columbia.

Derek Poole is a member of the fixed income team. He is responsible for rates trading, which includes Canadian government bonds and provincial bonds.

Derek holds a Bachelor of Science in Economics with honours from University College London in London, England, and is a CFA charterholder. 

Mandy Powell is the lead of the corporate services team (CST). The CST is responsible for operational and administrative processes that support the work of the CC&L Investment Management Client Solutions team, as well as corporate initiatives that support all staff internally at CC&L Investment Management.

Mandy holds a Diploma in Photojournalism from Loyalist College.

Diana is a member of the client solutions team. She is responsible for institutional client service.

Diana holds an MBA from Queen’s University, a Bachelor of Commerce in Finance from Concordia University, and holds the Chartered Investment Manager (CIM) designation.

Glen Roberts is a Product Specialist and Associate Portfolio Manager on the quantitative equity team. He is responsible for quantitative research and client communications.

Glen holds a Master of Arts in Financial Risk Management from Simon Fraser University and a Bachelor of Science in Economics from the University of Victoria. He is also a CFA charterholder.

Dion is portfolio manager on the quantitative equity team. He is responsible for portfolio management and research. He is also on the CC&L Investment Management ESG committee.

Dion holds a Master of Science from the University of London in London, England, and a Bachelor of Business Science from the University of Cape Town in Cape Town, South Africa. He is also a CFA charterholder.

Lori is a portfolio manager on the client solutions team. She is responsible for institutional client service.

Lori also chairs the CC&L Investment Management ESG Committee. Lori holds a Master of Business Administration from McGill University and a Bachelor of Science with honours from the University of Western Ontario. She is also a CFA charterholder, a Fellow of the Society of Actuaries, and a Fellow of the Canadian Institute of Actuaries.

Maxine is a portfolio manager on the client solutions team. She is responsible for institutional client service.

Maxine holds a Bachelor of Arts from the University of British Columbia and is a CFA charterholder.

Warren Stoddart is the President and Chief Executive Officer of Connor, Clark & Lunn Financial Group. Warren has held this position for over 20 years, until 2021 as Co-Chief Executive Officer with Michael Freund, with whom he shared overall responsibility for the growth and development of the firm and its ongoing management.

Before taking on his current role, Warren was a partner of Connor, Clark & Lunn Investment Management Ltd. where he had a range of responsibilities, including leader of the firm’s fixed income team. Earlier in his career Warren was employed in what is now known as the Brookfield Asset Management group of companies as a Vice President of Trilon Financial Corporation. Prior to that, Warren worked in fixed income trading and sales at Merrill Lynch Canada.

Warren holds a BA from Trinity College, University of Toronto.

TJ is a portfolio manager and co-head of the fixed income team. He is responsible for leadership of the team and macro research and strategy. TJ is also a member of the asset allocation committee.

TJ holds a Bachelor of Commerce degree with honours from Queen’s University and is a CFA charterholder.

Ian is a senior analyst on the quantitative equity team. He is responsible for quantitative research and analysis.

Ian holds a Bachelor of Science from the University of Cambridge, Trinity College.

Lily Tan is a senior analyst on the quantitative equity team. She is responsible for portfolio construction and monitoring.

Lily holds a Master of Finance from the Massachusetts Institute of Technology’s Sloan School of Management in Cambridge, MA, U.S.A., and a Bachelor of Mathematics from the University of Waterloo. She is also a CFA charterholder.

Joe is a trader on the fundamental equity team. He is responsible for trading and execution of equities within the Canadian marketplace.

Joe holds a Bachelor of Science from the University of Victoria.

Don is the leader of the equity trading team at CC&L Investment Management. He is also responsible for trading on the fundamental equity team.

Don holds a Bachelor of Business Administration from Simon Fraser University and he is a CFA charterholder.

As Connor, Clark & Lunn Financial Group’s Managing Director, Michael focuses on business management across the group. Prior to joining the firm in 2016, Michael held positions with Macquarie Group and Scotiabank. At Macquarie Group, Michael was responsible for investment management affiliates in Europe and Asia as well as strategic acquisitions.

Michael has a Bachelor of Engineering with honors and Bachelor of Law with honors from the University of Adelaide, and an MBA with distinction from Harvard Business School. 

James is a systems developer on the Quantitative Equity team. He is responsible for development and support of quantitative equity data systems.

James also holds a Bachelor’s degree from the University of British Columbia.

Tim is an analyst on the fixed income portfolio analysis and design team. He is responsible for the management of data, tools, and external relationships.

Tim holds a Bachelor of Commerce with distinction from the University of Victoria. He is also a CFA charterholder.

Albert is an associate portfolio manager on the quantitative equity team. He is responsible for portfolio construction and monitoring.

Albert holds a Bachelor’s in Economics & Psychology from the University of British Columbia. He is also a CFA charterholder.

Alicia is an analyst on the fixed income portfolio analysis and design team. She is responsible for portfolio construction.

Alicia holds a Bachelor of Science from the University of British Columbia and is a CFA charterholder.

Yegor is a systems developer on the Quantitative Equity team. He is responsible for development and support of quantitative equity data systems.

Yegor also holds a Bachelor of Computer Science from the University of Toronto.

Andrew is a portfolio manager and co-head of the fundamental equity team. He is responsible for the leadership of the business and team strategy. He is also a Director of Connor, Clark & Lunn Investment Management Ltd.  Andrew joined CC&L Investment Management in 2014 as a fundamental equity product specialist. Prior to joining the firm, Andrew was an analyst and director in the Canadian banking industry.

Andrew holds a Bachelor of Business Administration from Wilfrid Laurier University and is a CFA charterholder.