Asset Strategy






Robert L. Vanderhooft, CFA

Chief Executive Officer &
Chief Investment Officer

Responsibilities:
Corporate and investment strategy; member of  the Greystone Asset Strategy Team

Career began: 1987
At Greystone: 1991

Previous experience:
U.S. Equity Analyst, Great-West Life Assurance

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

Location: Regina

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Ted R. Welter

Managing Director & Chief Investment Officer, Alternative Investments

Responsibilities:
Leads the Greystone Alternative Investments Team; member, Greystone Asset Strategy Team

Career began: 1986
At Greystone: 1995

Previous experience:
Morguard Investments Ltd., Manager, Toronto retail properties; Graywood Developments Ltd. and Enterprise Property Group

Location: Regina

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Blaine S. Pho, CFA

Chief Investment Officer, Fixed Income

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

Career began: 1995
At Greystone: 1995

Previous experience:
Saskatchewan Department of Finance

Education:
BA, University of Saskatchewan; Chartered Financial Analyst

Location: Regina

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Jeff Tiefenbach, CFA

Chief Investment Officer, Public Equities

Equity Strategy: Lead, Global Equity and International Equity

Career began: 1993
At 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

Location: Regina

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Grant A.M. Stahl, CFA

Senior Vice-President & Lead, U.S. Equity

Equity Strategy: U.S. Equity and Global Equity

Career began: 1986
At Greystone: 1990

Previous experience:
Investment Advisor, RBC Dominion Securities

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

Location: Regina

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James Baldwin, CFA

Senior Vice-President &
Co-Lead, Canadian Equity

Equity Strategy: Canadian Equity
Sector Coverage: Energy

Career began: 2001
At Greystone: 2001

Education:
B.Comm., Queen’s University; Chartered Financial Analyst

Location: Regina

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Jonathan Jacob, CFA, FSA, FCIA

Senior Vice-President, Quantitative Research/Risk Management &
Head of Portfolio Risk Solutions

Career began: 1993
At Greystone: 2012

Previous experience:
Principal, Forethought Risk; Portfolio Manager, Ontario Teachers’ Pension Plan; Director, BMO Financial Group; Portfolio Manager, Manulife Financial; Actuary, Wm. Mercer Consulting

Education:
B.Sc. (Hons), Mathematical Sciences & Philosophy, University of Toronto; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries, Fellow of the Society of Actuaries

Location: Regina

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Craig R. Martin, CFA

Vice-President, Public Equities Trading

Responsibilities:
Equity trading; portfolio management; member, Greystone Asset Strategy Team

Career began: 1995
At Greystone: 2001

Previous experience:
Registered Representative, TD Waterhouse; Regal Capital Planners, Saskatchewan Blue Cross

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

Location: Regina

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Jafer Naqvi, CFA

Vice-President, Fixed Income & Multi-Asset

Responsibilities:
Liaison between the portfolio management team and firm clientele; member of the Greystone Asset Strategy Team

Career began: 2004
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

Location: Toronto

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Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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