Fixed Income Team

Portrait of Blaine S. Pho, CFA

    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
    Portrait of Chad Toews, CFA, CMT

      Chad Toews, CFA, CMT

      Senior Vice-President

      Responsibilities: Portfolio management
      Career began: 1998
      At Greystone: 1998
      Education: B.Comm., University of Saskatchewan; Chartered Financial Analyst

      • Location: Regina
      Portrait of Curtis Schimmelmann, CFA

        Curtis Schimmelmann, CFA

        Vice-President

        Responsibilities: Portfolio management
        Career began: 1997
        At Greystone: 2009
        Previous experience: Manager, Capital Markets, Viterra Incorporated/Saskatchewan Wheat Pool; Farm Credit Canada, positions of increasing responsibility culminating in Acting Manager, Capital Markets
        Education: B.Admin., University of Regina; Chartered Financial Analyst

        • Location: Regina
        Portrait of Jafer Naqvi, CFA

          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
          Portrait of David Tallman, CFA

            David Tallman, CFA

            Client Portfolio Manager, Fixed Income & Multi-Asset

            Responsibilities: Liaison between the portfolio management team and firm clientele
            Career began: 2008
            At Greystone: 2008
            Education: BBA, University of Regina; Chartered Financial Analyst.

            • Location: Toronto
            Portrait of Neil Schell, CFA, CPA, CMA

              Neil Schell, CFA, CPA, CMA

              Senior Portfolio Manager

              Responsibilities: Credit analysis
              Career began: 2000
              At Greystone: 2007
              Previous experience: Controller, Senior Accountant, Saskcan Pulse Trading; Commodity Accountant, Saskatchewan Wheat Pool; Staff Accountant, Parker Quine
              Education: B.Admin., University of Regina; Chartered Financial Analyst; Certified Management Accountant

              • Location: Regina
              Portrait of Michael Geng, CFA, MBA, CPA, CMA

                Michael Geng, CFA, MBA, CPA, CMA

                Portfolio Manager

                Responsibilities: Credit analysis
                Career began: 1998
                At Greystone: 2008
                Previous experience: Independent Financial Analyst; Senior Financial Analyst, TÜV Consulting
                Education: MBA (Finance), Richard Ivey School of Business, University of Western Ontario; BS, Mechanical Engineering, Shanghai Jiao Tong University

                • Location: Regina
                Portrait of Jennifer Melcher, CFA

                  Jennifer Melcher, CFA

                  Portfolio Manager

                  Responsibilities: Fixed Income trading
                  Career began: 2007
                  At Greystone: 2007
                  Education: BBA, University of Regina; Chartered Financial Analyst

                  • Location: Regina
                  Portrait of Rankin Jaworski, CFA

                    Rankin Jaworski, CFA

                    Portfolio Manager

                    Responsibilities: Portfolio management
                    Career began: 2010
                    At Greystone: 2010
                    Education: BBA, University of Regina; Business Administration Diploma, SIAST; Chartered Financial Analyst

                    • Location: Regina
                    Portrait of Max Moore

                      Max Moore

                      Fixed Income Trader

                      Responsibilities: Fixed Income trading
                      Career began: 2013
                      At Greystone: 2013
                      Education: B.Comm., University of Calgary

                      • Location: Regina
                      Portrait of Mark Rumpel

                        Mark Rumpel

                        Fixed Income Trader

                        Responsibilities: Fixed Income trading
                        Career began: 2015
                        At Greystone: 2015
                        Education: BASc, Electronic Systems Engineering, University of Regina

                        • Location: Regina