COLEFORD - Key Persons
Alain joined Coleford in 1995 after serving in corporate banking at Scotiabank. At Coleford, he shares primary responsibility for managing the day-to-day operations of the Firm and is a member of the research and portfolio management team. Alain is a graduate of the University of London, the Richard Ivey School of Business and holds the Chartered Financial Analyst designation.
Bryan joined Coleford in 2018 with over 35 years of professional experience providing professional services to the financial services industry primarily with PricewaterhouseCoopers and IBM. At Coleford, he shares responsibility for managing the day-to-day operations of the Firm and assisting clients with strategic financial planning. Bryan is a graduate of Smith School of Business (Queen's University) and holds the CPA (CA) designation.
Craig joined Coleford in 2005 after serving in portfolio management with the Ontario Municipal Employment Retirement Services (OMERS). At Coleford, he shares primary responsibility for managing the day-to-day operations of the firm and is a member of the research and portfolio management team. Craig is a graduate of Dalhousie University where he received two degrees and holds the Chartered Financial Analyst designation.
James joined Coleford in 2017 after holding investment analyst positions in New York. At Coleford, he is a member of the research and portfolio management team. James is a graduate of Columbia University and Columbia Business School where he was a member of the Value Investing Program.
Jennifer joined Coleford in 2021 with over 11 years of experience in the financial services industry both in Canada and the Philippines. She works closely with the trading and operations teams as a member of the risk management and business controls team. Prior to joining Coleford, Jennifer held positions in client management and operations at State Street Canada.
Joann joined Coleford in 2022 with over 20 years of experience in the financial services industry, which includes 10 years in investment management at MD Financial Management Inc. She provides administrative support to the client service and portfolio management team. Joann has a B.Sc. in Economics.
Kenneth joined Coleford in 2018. Prior to joining Coleford, he was a research analyst at Foyston, Gordon & Payne covering global equities and was most recently responsible for portfolio construction and asset allocation for high-net-worth and institutional clients at The Bank of New York Mellon. At Coleford, he is a member of the research and portfolio management team. Kenneth graduated from the University of Guelph (B.Comm), is a CFA charterholder and is a member of the CFA Society Toronto and CFA Institute.
Bob joined Coleford in 2000 following a 16-year career with Scotiabank where he held a variety of roles. At Coleford, he shares primary responsibility for managing the day-to-day operations of the Firm and is a member of the research and portfolio management team. Bob is a graduate of Dalhousie University and holds the Chartered Financial Analyst designation.
Suzanne joined Coleford in 2021 to provide administrative support to the client service and portfolio management team. Her professional experience spans over 30 years in financial services and wealth management. Suzanne holds a diploma in Business Management Financial Services from Humber College.