Leadership Teams

Executive Management






Robert Vanderhooft, CFA

Chief Executive Officer &
Chief Investment Officer

Responsibilities:
Corporate and investment strategies; member, 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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Jeff Robertson, CFA

President, Managing Director &
Chief Operating Officer

Responsibilities:
Marketing and operations management

Career began: 1997
At Greystone: 1997

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

Location: Regina

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Ted 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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Louis Martel, CFA, FSA, FCIA, ICD.D

Managing Director & Chief Strategist,
Client Strategy & Innovation

Responsibilities:
Strategic consultative services, product development, business development and client service

Career began: 1982
At Greystone: 2006

Previous experience:
SVP, AON Consulting; Consultant/practice leader, Aon Consulting; Consultant, Watson Wyatt; Pension analyst & consultant WM Mercer Ltd; Pension Analyst, CP Rail; Actuarial staff, AETNA Canada

Education:
B.Sc., Laval University; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries; Fellow of the Society of Actuaries; Institute of Corporate Directors Course

Location: Regina

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Tom Mamic, CPA, CA

Managing Director & Chief Financial Officer

Responsibilities:
Financial operations and strategy; performance analytics, Lead on cross-firm financial initiatives

Career began: 1997
At Greystone: 2014

Previous experience:
Chief Financial Officer, Pacific Insight Electronics; Chief Financial Officer, QHR Technologies

Education:
B.Comm., Finance, University of British Columbia; Chartered Accountant

Location: Regina

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Donald Black, C.M., S.O.M., LL.D.

Chairman

Career began: 1966
At Greystone: 1992

Previous experience:
Chief Executive Officer, Greystone Managed Investments Inc. & Greystone Capital Management Inc.; Chief Executive Officer, Pioneer Life Assurance Company; Chief Executive Officer, Saskatchewan Government Insurance; President and Chief Executive Officer of Houston Willoughby Limited

Education:
Member, Order of Canada; Saskatchewan Order of Merit

Location: Regina

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Frank Hart, FCMC

Vice-Chair, Managing Director &
Chief Risk Officer

Responsibilities:
Marketing and operations management

Career began: 1973
At Greystone: 2010

Previous experience:
Management Consultant, Conroy Ross Partners; President, EDS Canada; CEO & President, Saskatchewan Crown Investments Corporation; Vice-President, KPMG Consulting; Deputy Minister, Saskatchewan Economic Development and Trade

Education:
BA, University of Regina; Fellow of the Institute of Certified Management Consultants of Canada

Location: Regina

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Asset Strategy






Robert Vanderhooft, CFA

Chief Executive Officer &
Chief Investment Officer

Responsibilities:
Corporate and investment strategies; member, 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 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 Pho, CFA

Chief Investment Officer, Fixed Income

Responsibilities:
Leads Greystone 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 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

Responsibilities:
Leads the Greystone Quantitative Research/Risk Management Team and Portfolio Risk Solutions Team; portfolio risk evaluation and quantitative research analysis; member, Greystone Asset Strategy Team

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: Toronto

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Craig Martin, CFA

Vice-President, Public Equities Trading

Responsibilities:
Leads Greystone Public Equities Trading Team; equity trading and 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 Greystone Client Portfolio Management Team and firm clientele; member, 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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Management Operations Committee






Jeff Robertson, CFA

President, Managing Director &
Chief Operating Officer

Responsibilities:
Marketing and operations management

Career began: 1997
At Greystone: 1997

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

Location: Regina

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Jackie Albano

Senior Vice-President, Investment Operations

Responsibilities:
Leads the Greystone Investment Operations Team

Career began: 1986
At Greystone: 1998

Previous experience:
Corporate Trust Department, Royal Trust; M.K. Wong & Associates

Education:
Trust Company Institute; Canadian Investment Funds Course

Location: Regina

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Connie Ashton, CFA, CPA, CGA

Chief Operating Officer, Alternative Investments

Responsibilities:
Lead, fund and portfolio management, Greystone Alternative Investments Team

Career began: 1986
At Greystone: 1993

Previous experience:
Saskatoon Housing Authority; Potash Corporation of Saskatchewan

Education:
B.Comm., University of Saskatchewan; Chartered Financial Analyst; Chartered Professional Accountant; Certified General Accountant

Location: Regina

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Steven Engel, MBA, CMC

Senior Vice-President, Information Technology

Responsibilities:
Leads the Greystone Information Technology Team

Career began: 1987
At Greystone: 2016

Previous experience:
Director, Strategic Technology Consulting, ISM Canada; Partner, Consulting, Conroy Ross Partners; Global Director, Strategic Technology Consulting, HP (formerly EDS); Account Executive and Vice-President, HP Saskatchewan; Director, Management Consulting, HP Western Canada/Canada (formerly EDS); Principal, KPMG Consulting

Education:
MBA, Queen’s University; B.Admin, University of Regina

Location: Regina

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Nazmin Gupta

Chief Marketing Officer

416-309-2188 | nazmin.gupta@greystone.ca

Responsibilities:
Greystone Marketing Leadership Team

Career began: 1997
At Greystone: 2011

Previous experience:
Director, Morguard Investments Limited; Results Manager, Carpedia Group International; Manager, Corporate Development and Change Management, Zynik Capital Corporation; Senior Consultant, Strategic Change Practice, PricewaterhouseCoopers

Education:
B.Sc., Economics, The Wharton School; BA, International Relations, University of Pennsylvania

Location: Toronto

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Frank Hart, FCMC

Vice-Chair, Managing Director &
Chief Risk Officer

Responsibilities:
Marketing and operations management

Career began: 1973
At Greystone: 2010

Previous experience:
Management Consultant, Conroy Ross Partners; President, EDS Canada; CEO & President, Saskatchewan Crown Investments Corporation; Vice-President, KPMG Consulting; Deputy Minister, Saskatchewan Economic Development and Trade

Education:
BA, University of Regina; Fellow of the Institute of Certified Management Consultants of Canada

Location: Regina

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Jacqueline Hatherly, LLB

Chief Compliance Officer & Senior Legal Counsel

Responsibilities:
Legal & compliance

Career began: 1992
At Greystone: 2012

Previous experience:
Chief Compliance Officer, Manulife Securities; Director, Compliance, Fidelity Investments Canada; Senior Manager, Compliance, TD Waterhouse Canada; Solicitor, Legal Department, TD Bank; Associate, Bennett Jones Verchere; Associate, Blake Cassels and Graydon

Education:
LLB and BA, University of New Brunswick; Chief Compliance Officers Course

Location: Regina

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Peggy Hogan

Director, Executive Office & Secretary to the Board

Responsibilities:
Executive office & secretary to the board

Career began: 1974
At Greystone: 1991

Location: Regina

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Tom Mamic, CPA, CA

Managing Director & Chief Financial Officer

Responsibilities:
Financial operations and strategy; performance analytics, Lead on cross-firm financial initiatives

Career began: 1997
At Greystone: 2014

Previous experience:
Chief Financial Officer, Pacific Insight Electronics; Chief Financial Officer, QHR Technologies

Education:
B.Comm., Finance, University of British Columbia; Chartered Accountant

Location: Regina

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

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