Our team

At CC&L Investment Management, our primary goal is to provide leading performance and
service to our clients. To achieve this we have focused on the development of a unique
culture that ensures we can attract, develop, and retain the most talented investment
professionals, organizing them in a way that allows them to deliver results that support our
organizational goals

 

Our people are organized into teams, each providing specialized expertise by approach, asset class or function. Senior
professionals from each team make up the Investment Risk Management Committee which is overseen by the Chief Investment
Officer. Dedicated specialists within the CC&L Financial Group provide non-investment support services such as accounting,
administration, reporting, systems, sales, and marketing.

Alphabetical Listing Asset Allocation Board of Directors Client Solutions Compliance Corporate ESG Committee Fixed Income Fundamental Equity Quantitative Equity Investment Risk Management Committee

Alphabetical Listing

Asset Allocation

Board of Directors

Client Solutions

Compliance

Corporate

ESG Committee

Fixed Income

Fundamental Equity

Quantitative Equity

Investment Risk Management Committee

Kathryn Alexander

Senior Research Associate,
Fundamental Equity

Kathryn is a senior research associate 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 Achbold.

Chris Archbold

Portfolio Manager,
Quantitative Equity

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 Au.

Richard Au

Co-Head of
Investment Management Systems

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.

Colin Aubrey

Client Relationship Manager,
Client Solutions

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 Awan.

Osman Awan

Senior Trader,
Equities

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 Baker.

Gary Baker

Director & Portfolio Manager,
Co-Head of Fundamental Equity

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 Bardsley.

Brian Bardsley

Portfolio Manager,
Quantitative Equity

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 Bouchard.

Johanne Bouchard

Client Relationship Manager,
Client Solutions

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 Cao.

Michael Cao

Portfolio Manager,
Quantitative Equity

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 Chen.

Jenny Chen

Senior Analyst,
Quantitative Equity

Jenny is an analyst on the quantitative equity team. She is responsible for 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 Chu.

Jocelyn Chu

Senior Credit Analyst,
Fixed Income

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.

Samba Chunduri.

Samba Chunduri

Associate Portfolio Manager,
Fundamental Equity

Samba is an associate portfolio manager on the fundamental equity team. He is responsible for coverage of companies within the materials sector.

Samba holds a Master of Business Administration from the University of Western Ontario and a Bachelor of Technology from Jawaharlal Nehru Technical University in Hyderabad, India.

Lisa Conroy

Portfolio Manager, Product Specialist,
Fundamental Equity

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 Cook.

Daniel Cook

Co-Head of
Investment Management Systems

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 Cotterill.

Phil Cotterill

Director & Portfolio Manager,
Head of Client Solutions

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 Crowe.

Derrick Crowe

Chief Compliance Officer,
Client Solutions

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 Damji.

Lee Damji

Head of Investment
Management Operations

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 Demidow.

Monica Demidow

Senior Product Analyst,
Fixed Income

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.

photo of Joe Dhillon

Joe Dhillon

Senior Analyst,
Fixed Income

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.

Jenny Drake.

Jenny Drake

Director & Portfolio Manager,
Co-Head of Quantitative Equity

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 Elliot.

Ryan Elliott

Portfolio Manager,
Fundamental Equity

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.

photo de Jack Ferris

Jack Ferris

Senior Research Associate,
Fundamental Equity

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 Gelbart 

Adriana Gelbart 

Senior Analyst,
Quantitative Equity

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 George.

David George

Director & Portfolio Manager,
Co-Head of Fixed Income

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 Gerber.

Martin Gerber

Director, President & CIO,
Head of Asset Allocation

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 Gill

Jeremy Gill

Systems Lead,
Quantitative Equity

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.

Morgan Gough

Head of Research, Quantitative Equity

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 Haggins.

Tate Haggins

Portfolio Manager,
Quantitative Equity

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.

photo de Nolan Heim

Nolan Heim

Lead,
Quantitative Equity Data Systems

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.

photo de Isaac Ho

Isaac Ho

Lead,
Infrastructure Systems

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

photo de Piper Hoekstra

Piper Hoekstra

Senior Analyst,
Quantitative Equity

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.

Christopher Holley

Co-Manager of Investment Process Management, Quantitative Equity

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

photo de Kyle Holt

Kyle Holt

Lead, Fixed Income
& Asset Allocation Systems

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 Hsia

Richard Hsia

Senior Analyst,
Quantitative Equity

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 Huang.

Steven Huang

Director & Portfolio Manager,
Co-Head of Quantitative Equity

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 Huang.

Ted Huang

Senior Quantitative Analyst,
Fixed Income

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 Ingham.

Kyle Ingham

Head of Investment Management Operations & Head of Investment Process Management,
Quantitative Equity

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 Kasic.

Jovana Kasic

Client Relationship Manager,
Client Solutions

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 Kwan.

Carolyn Kwan

Portfolio Manager,
Product Specialist,
Fixed Income

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 Kwok.

Nancy Kwok

Senior Trader,
Equities

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.

Steven Li.

Steven Li

Senior Analyst,
Quantitative Equity

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.

Cam MacDonald

Co-Manager of Investment Process Management, Quantitative Equity

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 Mackenzie

Client Relationship Manager,
Client Solutions

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 ManNair.

Simon MacNair

Portfolio Manager,
Fixed Income

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 Malcolm.

Kevin Malcolm

Senior Analyst & Trader,
Fixed Income

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 Martin.

Jonathan Martin

Lead, Quantitative Equity
Research Systems

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. 

photo de Hayley Mayers

Haley Mayers

Senior Research Associate,
Fundamental Equity

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.

Graeme McCrodan

Senior Analyst,
Quantitative Equity

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 McPhillips.

Michael McPhillips

Portfolio Manager & Research Head,
Fundamental Equity

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.

Brian Milne

Senior Analyst,
Fundamental Equity

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 Mo.

Simon Mo

Senior Portfolio Management Analyst,
Fundamental Equity

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.

Derek Moore

Senior Analyst,
Quantitative Equity

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 Ng

Conrad Ng

Senior Analyst,
Quantitative Equity

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.

Headshot of Uzair Noorudin

Uzair Noorudin

Client Relationship Manager,
Client Solutions

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 Novak.

John Novak

Portfolio Manager,
Fundamental Equity

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 Pick

Bradley Pick

Senior Analyst,
Quantitative Equity

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.

Derek Poole

Senior Analyst & Trader,
Fixed Income

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.

Mandy Powell

Lead,
Corporate Services Team

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 Prenovost

Client Relationship Manager,
Client Solutions

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.

Photo of Glen Roberts

Glen Roberts

Product Specialist,
Associate Portfolio Manager,
Quantitative Equity

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 Roseman.

Dion Roseman

Portfolio Manager,
Quantitative Equity

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 Satov.

Lori Satov

Client Relationship Manager,
Client Solutions

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 Smalley.

Maxine Smalley

Client Relationship Manager,
Client Solutions

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.

Warren Stoddart

President & Chief Executive Officer,
CC&L Financial Group

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 Sutter.

TJ Sutter

Portfolio Manager,
Co-Head of Fixed Income

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 Tai

Ian Tai

Senior Analyst,
Quantitative Equity

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.

Lily Tan

Senior Analyst,
Quantitative Equity

Lily Tan is an 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.

photo of Joe Tibble

Joe Tibble

Senior Trader,
Fundamental Equity

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 Towers.

Don Towers

Head Trader,
Fundamental Equity

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.

Michael Walsh.

Michael Walsh

Managing Director,
CC&L Financial Group

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. 

Bilyana Ward.

Bilyana Ward

Senior Analyst,
Quantitative Equity

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

Bilyana holds a Doctor of Philosophy and a Master of Science from Oxford University in Oxford, England, and a Bachelor of Science with honours from Rhodes University in Grahamstown, South Africa.

Tim Wilkinson.

Tim Wilkinson

Senior Analyst & Trader,
Fixed Income

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.

Photo of Albert Wong

Albert Wong

Senior Analyst,
Quantitative Equity

Albert is a senior analyst 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 Wu.

Alicia Wu

Senior Quantitative Analyst,
Fixed Income

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.

Andrew Zimcik.

Andrew Zimcik

Director & Portfolio Manager,
Co-Head of Fundamental Equity

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.

Kathryn Alexander

Senior Research Associate,
Fundamental Equity

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Chris Achbold.

Chris Archbold

Portfolio Manager,
Quantitative Equity

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Richard Au.

Richard Au

Co-Head of
Investment Management Systems

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Colin Aubrey.

Colin Aubrey

Client Relationship Manager,
Client Solutions

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Osman Awan.

Osman Awan

Senior Trader,
Equities

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Gary Baker.

Gary Baker

Director & Portfolio Manager,
Co-Head of Fundamental Equity

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Brian Bardsley.

Brian Bardsley

Portfolio Manager,
Quantitative Equity

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Johanne Bouchard.

Johanne Bouchard

Client Relationship Manager,
Client Solutions

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Michael Cao.

Michael Cao

Portfolio Manager,
Quantitative Equity

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Jenny Chen.

Jenny Chen

Senior Analyst,
Quantitative Equity

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Jocelyn Chu.

Jocelyn Chu

Senior Credit Analyst,
Fixed Income

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Samba Chunduri.

Samba Chunduri

Associate Portfolio Manager,
Fundamental Equity

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Lisa Conroy

Portfolio Manager, Product Specialist,
Fundamental Equity

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Daniel Cook.

Daniel Cook

Co-Head of
Investment Management Systems

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Phil Cotterill.

Phil Cotterill

Director & Portfolio Manager,
Head of Client Solutions

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Derrick Crowe.

Derrick Crowe

Chief Compliance Officer,
Client Solutions

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Lee Damji.

Lee Damji

Head of Investment
Management Operations

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Monica Demidow.

Monica Demidow

Senior Product Analyst,
Fixed Income

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photo of Joe Dhillon

Joe Dhillon

Senior Analyst,
Fixed Income

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Jenny Drake.

Jenny Drake

Director & Portfolio Manager,
Co-Head of Quantitative Equity

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Ryan Elliot.

Ryan Elliott

Portfolio Manager,
Fundamental Equity

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photo de Jack Ferris

Jack Ferris

Senior Research Associate,
Fundamental Equity

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Adriana Gelbart 

Adriana Gelbart 

Senior Analyst,
Quantitative Equity

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David George.

David George

Director & Portfolio Manager,
Co-Head of Fixed Income

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Martin Gerber.

Martin Gerber

Director, President & CIO,
Head of Asset Allocation

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Jeremy Gill

Jeremy Gill

Systems Lead,
Quantitative Equity

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Morgan Gough.

Morgan Gough

Head of Research, Quantitative Equity

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Tate Haggins.

Tate Haggins

Portfolio Manager,
Quantitative Equity

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photo de Nolan Heim

Nolan Heim

Lead,
Quantitative Equity Data Systems

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photo de Isaac Ho

Isaac Ho

Lead,
Infrastructure Systems

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Piper Hoekstra

Senior Analyst,
Quantitative Equity

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Christopher Holley

Co-Manager of Investment Process Management, Quantitative Equity

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photo de Kyle Holt

Kyle Holt

Lead, Fixed Income
& Asset Allocation Systems

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Richard Hsia

Richard Hsia

Senior Analyst,
Quantitative Equity

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Steven Huang.

Steven Huang

Director & Portfolio Manager,
Co-Head of Quantitative Equity

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Ted Huang.

Ted Huang

Senior Quantitative Analyst,
Fixed Income

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Kyle Ingham.

Kyle Ingham

Head of Investment Management Operations & Head of Investment Process Management,
Quantitative Equity

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Jovana Kasic.

Jovana Kasic

Client Relationship Manager,
Client Solutions

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Carolyn Kwan.

Carolyn Kwan

Portfolio Manager,
Product Specialist,
Fixed Income

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Nancy Kwok.

Nancy Kwok

Senior Trader,
Equities

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Steven Li.

Steven Li

Senior Analyst,
Quantitative Equity

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Cam MacDonald.

Cam MacDonald

Co-Manager of Investment Process Management, Quantitative Equity

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Calum Mackenzie

Client Relationship Manager,
Client Solutions

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Simon ManNair.

Simon MacNair

Portfolio Manager,
Fixed Income

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Kevin Malcolm.

Kevin Malcolm

Senior Analyst & Trader,
Fixed Income

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Jonathan Martin.

Jonathan Martin

Lead, Quantitative Equity
Research Systems

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Haley Mayers

Senior Research Associate,
Fundamental Equity

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Graeme McCrodan.

Graeme McCrodan

Senior Analyst,
Quantitative Equity

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Michael McPhillips.

Michael McPhillips

Portfolio Manager & Research Head,
Fundamental Equity

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Brian Milne.

Brian Milne

Senior Analyst,
Fundamental Equity

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Simon Mo.

Simon Mo

Senior Portfolio Management Analyst,
Fundamental Equity

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Derek Moore.

Derek Moore

Senior Analyst,
Quantitative Equity

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Conrad Ng

Conrad Ng

Senior Analyst,
Quantitative Equity

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Headshot of Uzair Noorudin

Uzair Noorudin

Client Relationship Manager,
Client Solutions

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John Novak.

John Novak

Portfolio Manager,
Fundamental Equity

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Bradley Pick

Bradley Pick

Senior Analyst,
Quantitative Equity

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Derek Poole.

Derek Poole

Senior Analyst & Trader,
Fixed Income

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Mandy Powell.

Mandy Powell

Lead,
Corporate Services Team

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Diana Prenovost

Client Relationship Manager,
Client Solutions

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Glen Roberts

Product Specialist,
Associate Portfolio Manager,
Quantitative Equity

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Dion Roseman.

Dion Roseman

Portfolio Manager,
Quantitative Equity

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Lori Satov.

Lori Satov

Client Relationship Manager,
Client Solutions

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Maxine Smalley.

Maxine Smalley

Client Relationship Manager,
Client Solutions

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Warren Stoddart.

Warren Stoddart

President & Chief Executive Officer,
CC&L Financial Group

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TJ Sutter.

TJ Sutter

Portfolio Manager,
Co-Head of Fixed Income

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Ian Tai

Ian Tai

Senior Analyst,
Quantitative Equity

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Lily Tan.

Lily Tan

Senior Analyst,
Quantitative Equity

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photo of Joe Tibble

Joe Tibble

Senior Trader,
Fundamental Equity

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Don Towers.

Don Towers

Head Trader,
Fundamental Equity

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Michael Walsh.

Michael Walsh

Managing Director,
CC&L Financial Group

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Bilyana Ward.

Bilyana Ward

Senior Analyst,
Quantitative Equity

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Tim Wilkinson.

Tim Wilkinson

Senior Analyst & Trader,
Fixed Income

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Albert Wong

Senior Analyst,
Quantitative Equity

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Alicia Wu.

Alicia Wu

Senior Quantitative Analyst,
Fixed Income

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Andrew Zimcik.

Andrew Zimcik

Director & Portfolio Manager,
Co-Head of Fundamental Equity

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Insights

CC&L Investment Management Ltd.
September 8th, 2022