Greystone Managed Investments

 

The Power of Disciplined Investing

Founded in 1988, Greystone Managed Investments Inc. is a privately-owned, Canadian institutional investment manager.

Employee controlled, Greystone offers a full range of multi-asset solutions with in-house teams in fixed income, Canadian equities, Global equities, U.S. equities, international equities, infrastructure, real estate and mortgages.

Greystone Managed Investments is headquartered in Regina, with offices in Toronto, Winnipeg and Hong Kong.

To learn more about Greystone visit www.greystone.ca

MANAGEMENT TEAMS

Greystone Canadian Equity Team

  • James Baldwin, CFASenior Vice-President & Co-Lead, Canadian Equity

    Equity Strategy:  Canadian Equity

    Career Began:   With Greystone in 2001

    Education: B. Comm., Queens University; Chartered Financial Analyst

  • Himanshu Sharma, CFA, MBASenior Vice-President & Lead, Canadian Equity & Head of Fundamental Research, Public Equities

    Equity Strategy:  Canadian Equity

    Career Began: 1995

    Joined Greystone: 2006

    Previous Experience:  Research Associate, MGI Securities, Toronto; Senior Business Analyst, MacKenzie Financial; IT Consultant, IBM Canada; Systems Analyst, Datasoft Technologies USA; Asst. Systems Analyst, Tata Consultancy (India)

    Education:  MBA, Richard Ivey School of Business, University of Western Ontario; Bachelor of Technology, Indian Institute of Technology; Chartered Financial Analyst

Greystone Fixed Income Team

  • Blaine Pho, CFAChief Investment Officer, Fixed Income

    Responsibilities:

    Leads fixed income team; portfolio management; member, Greystone Asset Strategy Team

    Career Began: 1995

    Started at Greystone: 1995

    Previous Experience:

    Saskatchewan Department of Finance

    Education:

    Chartered Financial Analyst; B.A., University of Saskatchewan

  • Chad Toews, CFA, CMTSenior Vice-President

    Responsibilities:

    Fixed income portfolio management

    Career Began: 1998

    Started at Greystone: 1998

    Education:

    Chartered Financial Analyst; Chartered Market Technician; B.Admin., University of Regina

     

  • Curtis Schimmelmann, CFAVice-President

    Responsibilities:

    Fixed income portfolio management

    Career Began: 1997

    Started at Greystone: 2009

    Previous Experience:

    Manager, Capital Markets, Viterra/Saskatchewan Wheat Pool; Farm Credit Canada, positions of increasing responsibility culminating in Acting Manager, Capital Markets

    Education:

    Chartered Financial Analyst; B.Admin., University of Regina

     

  • Neil Schell, CFA, CPA, CMASenior Portfolio Manager

    Responsibilities:

    Credit analysis

    Career Began: 2000

    Started at Greystone: 2007

    Previous Experience:

    Saskcan Pulse Trading, Regina: Controller, Senior Accountant; Commodity Accountant; Saskatchewan Wheat Pool, Regina; Staff Accountant, Parker Quine, Yorkton, SK

    Education:

    Chartered Financial Analyst; B.Admin, University of Regina; Certified Management Accountant

     

  • Michael Geng, CFA, CPA, CMA, MBAPortfolio Manager

    Responsibilities:

    Credit analysis

    Career Began: 1999

    Started at Greystone: 2008

    Previous Experience:

    Independent Financial Analyst, Toronto; Senior Financial Analyst, TÜV Consulting, Shanghai

    Education:

    MBA, Finance, Richard Ivy School of Business, University of Western Ontario; BS, Mechanical Engineering, Shanghai Jiao Tong University

     

  • Jennifer Melcher, CFAPortfolio Manager

    Responsibilities:

    Credit analysis, fixed income trading

    Career Began: 2006

    Started at Greystone: 2006

    Education:

    Chartered Financial Analyst; B.B.A., University of Regina

     

  • Rankin Jaworski, CFAPortfolio Manager

    Responsibilities:

    Fixed income trading and credit analysis

    Career Began: 2010

    Started at Greystone: 2010

    Education:

    BBA, University of Regina; Business Administration Diploma, SIAST; Chartered Financial Analyst

  • Mark RumpelTrader

    Responsibilities:

    Fixed income trading

    Career Began: 2015

    Started at Greystone: 2015

    Education:

    BASc, Electronic Systems Engineering, University of Regina

     

  • Max Moore, CFATrader

    Responsibilities:

    Fixed income trading

    Career Began: 2013

    Started at Greystone: 2013

    Education:

    B.Comm, University of Calgary

     

  • Jafer Naqvi, CFAVice-President, Fixed Income & Multi-Asset

    Responsibilities:

    Liaison between the portfolio management team and firm clientele; member, Greystone Asset Strategy Team

    Career Began: 2004

    Started at Greystone: 2012

    Previous Experience:

    Vice-President, Product Specialist, PIMCO; Product Specialist and Consultant Relations, PIMCO;  Senior Associate, PIMCO; Manager Research Consultant, Aon Hewitt; Investment Analyst, Aon Hewitt

    Education:

    BBA (Hons), Wilfrid Laurier University; Chartered Financial Analyst

     

  • Alou Koumare, MFRMAnalyst, Fixed Income & Multi-Asset

    Responsibilities:

    Fixed income & multi-asset portfolio research and analysis

    Career Began: 2014

    Started at Greystone: 2017

    Previous Experience:

    Intern, Corporate Finance, Western African Development Bank; Investment Advisor, National Bank of Canada; Intern, Portfolio Management, SGO asset Management; Intern, Investment Management, Manulife Financial

    Education:

    Master of Financial Risk Management, Rotman School of Business, University of Toronto; BBA, HECK Montreal

     

     

  • David Tallman, CFAClient Portfolio Manager, Fixed Income & Multi-Asset

    Responsibilities:

    Liaison between the portfolio management team and firm clientele

    Career Began: 2008

    Started at Greystone: 2008

    Education:

    Bachelor’s Degree in Administration, Finance Major, University of Regina; Chartered Financial Analyst

  • Zahra Ahanchian, MEconAnalyst, Fixed Income & Multi-Asset

    Responsibilities:

    Fixed income & multi-asset portfolio research and analysis

    Career Began: 2012

    Started at Greystone: 2017

    Previous Experience:

    In Teacher Assistant, Queens University; Research Analyst, MaadChemie Company; Research Assistant, Plant Construction Kish Company

    Education:

    Master of Economics, Queens University; Master of Financial Economics, Eastern Mediterranean University

     

Greystone Global Equity Team

  • Jeff Tiefenbach, CFAChief Investment Officer, Public Equities

    Equity Strategy: Lead, Global Equity and International Equity

    Career Began: 1993

    Joined Greystone: 2005

    Previous Experience: Vice-President, U.S. Equities, Phillips, Hager & North; Vice-President, Global Equities, Phillips, Hager & North; Analyst, Global Equities, Phillips, Hager & North; Investment Analyst, Equities, Crown Life Insurance; Investment Analyst, Fixed Income, Crown Life Insurance

    Education: BA (Hons), Business Administration, University of Western Ontario; Chartered Financial Analyst

  • Grant A.M. Stahl, CFASenior Vice-President & Lead, U.S. Equity

    Equity Strategy:  U.S. Equity and Global Equity

    Career Began: 1986

    Joined Greystone: 1990

    Previous Experience: Investment Advisor, RBC Dominion Securities

    Education:  B.Comm., University of Saskatchewan; Chartered Financial Analyst