Senior Leadership Team

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David R. Kaufman, JD, CAIA

Chair & Co-CEO

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Robert Janson, MFin, FCSI

Co-CEO & Chief Investment Officer

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Janice Dubiansky, LLB, TEP

President

Private Wealth

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Josh Benchetrit, CFA, CPA, CIPM

Principal & Portfolio Manager,‎‎
Private Wealth

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Sarah Caplice, CIM

Principal & Portfolio Manager,‎
Private Wealth

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Ahmed Said, CFA

Principal & Portfolio Manager,
Private Wealth

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Elliott Maltz, CFA

Principal & Portfolio Manager,
Private Wealth

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Geoff Gerrits, CIM

Associate Principal & Associate Portfolio Manager, Private Wealth

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Jason Alchi

Senior Associate, Private Wealth

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Emma Walsh, BA (Hons)

Associate, Private Wealth

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Sara Khafajian, BA (Hons)

Associate, Private Wealth

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Jennifer Pratt

Senior Executive Assistant

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Samantha Khan

Executive Assistant and Office Manager

Westcourt Solutions

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Atena Sharifi, BA

Head & Dealing Representative,
Westcourt Solutions

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Andy Yan, CFA

Principal & Portfolio Manager,
Westcourt Solutions

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Julie He, CFA, MFin

Principal & Portfolio Manager,
Westcourt Solutions

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Fiona Monaghan, MSc, CA

Associate Principal,
Portfolio Administration

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Toshi K. Okada, BMOS, CIM

Associate Principal & Associate Portfolio Manager, Westcourt Solutions

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Angelo Manaloto

Associate Principal, Westcourt Solutions

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Jacqueline Bell, BA (Hons), MA

Senior Associate, Westcourt Solutions

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Gillian Leroux

Senior Associate, Westcourt Solutions

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Jessica Diep

Senior Associate, Westcourt Solutions

Research and Analytics

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Grace Tsang, BSc, LLB

Senior Legal Counsel & Chief Compliance Officer

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John Niro, CFA

Managing Principal & Portfolio Manager, Research & Analytics

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Mackenzie Shaw, CPA, CA

Principal, Research & Analytics

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Brintha Senthilrajah, CFA, CPA

Principal, Research & Analytics

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Sharjeel Abdulla, BCom

Principal, Research & Analytics

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Ilya Kudzelka, CFA

‎ ‎ ‎ ‎ ‎ Principal & Portfolio Manager,‎ ‎ ‎ ‎ ‎ Research & Analytics

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James Sproul, MSc, BASc

Principal, Research & Analytics

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Jimmy Wen, MSc, CFA

Senior Associate, Research & Analytics

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Lauren McGinnis, BCom (Hons).

Associate, Research & Analytics

Finance and Operations

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Monika Marciniuk, CPA

Principal, Finance

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Michael Labrador, BCom

Principal, Information Technology

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Daniel Lang, BCom (Hons)

Principal,
Data Integrity and Analytics

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Shaheen Bhimani, BCom

Senior Manager, Finance

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Susan Cumming

Associate Accountant, Finance

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Keanu Mascarenhas, BMath

Associate Principal,
Data Integrity and Analytics

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Julianna Co, BCom

Senior Business Analyst,
Information Technology

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Peter Finegan, BSc

Data Analyst, Data Integrity and Analytics

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Tony Ong, BCom

Data Analyst, Data Integrity and Analytics

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Justin Pham, BCom

Data Analyst, Data Integrity and Analytics

Advisory Council

Westcourt’s Advisory Council provides strategic advice to Westcourt’s Executive Team on the business, operations, and governance of the firm.

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Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax

Chair

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Honourable Howard Wetston,
C.M., K.C., LL.B

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Lawrence P. Haber