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Bill’s Buzz February 2022 Moves

February 28, 2022  

California Public Employees’ Retirement System appoints Nicole Musicco as CIO from RedBird Capital Toronto where she was Partner. Click HERE to read more.

PSP Investments CEO, Neil Cunningham will retire effective March, 2023.

Moves in Calgary:

CIBC Capital Markets has made the following appointments:

HarbourVest hires Supriya Sethi as an Investor Relations Associate from OurCrowd where she was an Account Executive, Investor Relations.

Adi Parkar joins CPS Capital as an Associate from Roynat Capital where he was a Senior Associate, Roynat Equity Partners.

First Capital REIT appoints Daniel Gutfrajnd as a Senior Analyst, Investments from CBRE where he was a Valuation Analyst.

CPP Investments hires Grant Amorim as an Analyst, Financing, Collateral & Trading. Previously, Grant was an Analyst, Market Risk Solutions at CIBC Capital Markets.

David Beevor joins ATB Financial as Managing Director, Institutional Equity Sales from RBC Capital Markets where he held a similar position.

The IIAC appoints Tim Currie as Managing Director effective at the end of February. Previously, Tim was Principal at CanReg Consulting. Click HERE to read more.

William Sutherland joins FODIS as Senior Managing Director from Kilmer Van Nostrand where he was Vice President, Business Development.

Canaccord Genuity Wealth Management appoints Kathy Federkiewicz as Vice President, Compliance from Richardson GMP.

Moves in Montreal:

Harold Chen joins DoorDash as Senior Associate, M&A, Finance & Strategy from Scotiabank Global Banking and Markets where he was an Investment Banking Associate.

Investment Banking Associate Brendan Chong joins Lazard from Canaccord Genuity, Global Capital Markets.

Siddhesh Anand joins CPP Investments as an Investment Associate on the Real Assets Credit team from TD Securities where he was an Investment Banking Associate.

In Calgary, Akash Sekar joins CIBC Capital Markets as an Investment Banking Analyst from Credit Suisse’s Global Energy & Infrastructure.

Intact Ventures hires Elissa Kong as an Analyst from National Bank Financial’s Global Metals & Mining team where she was an Investment Banking Analyst.

PUR hires Josh Friedlich as Head of Corporate Development from CIBC Capital Markets where he was Director, Investment Banking.

MacKinnon, Bennet appoints Vivian Koen as Partner. Previously, Vivian was Vice President, Business Insights – Strategy and Client, Global Banking and Markets at Scotiabank. Click HERE to read more.

Aquanow has made the following appointments:

In Calgary, Kelsey Scott rejoins Bank of America as Head of Canadian Energy Investment Banking from Credit Suisse.

Brian Madden joins First Avenue Investment Counsel as CIO from Goodreid Investment Counsel where he was Senior Vice President & Portfolio Manager.

Jasmin Jabri joins IIAC as Managing Director, Investment Banking. Previously Jasmin was Senior Vice President and Head of Compliance Canada at Invesco.

In Vancouver, Paul Marion joins Harbourfront Wealth as Executive Managing Director, Tax & Wealth Planning from Telford Wealth where he was President.

Michael Quinn joins Wells Fargo as Senior Vice President from Crédit Agricole CIB where he was Managing Director, Corporate Coverage Canada, Corporate & Investment Bank.

Focus Asset Management hires Stephen Joakim as Director, Fund Operations & Compliance from Prime Quadrant where he was Director of Operations.

Brookfield Asset Management hires Ariel Lubecki as Director, Institutional Sales and Service from Burgundy Asset Management where he was Vice President, U.S. Institutional Client Group.

David Zhang joins Ontario Teachers’ Pension Plan as an Investment Associate, Private Equity, TMT from RBC Capital Markets where he was an Investment Banking Analyst.

Raymond James appoints Eli Goldfarb and Simon Macleod as Investment Banking Analysts. Previously, Eli was a Financial Advisory Analyst at Deloitte and Simon was an Analyst, Mid-Market M&A at RBC.

Scotiabank Global Banking and Markets hires Atul Verma as an Investment Banking Analyst, M&A from Ernst & Young Orenda Corporate Finance where he worked with the Infrastructure Advisory group as an Analyst.

We are excited to announce Melanie Steinberg has joined Vlaad and Company as a Recruitment Associate. Melanie joins from MGA Entertainment where she was a Senior Marketing Manager. Welcome to the team Melanie!

Ewing Morris Investment Partners appoints Amy Freedman as Partner and Head of Engagement Fund Investing from Kingsdale Advisors where she was CEO. Click HERE to read more.

Moves in Montreal:

Peter Buttigieg, Corey Obermayer, and Justin Keller-Hobson have founded Pillar49 Capital as Partners. Previously, all worked at Onex where Peter and Corey were both Principals and Justin was a Private Equity Senior Associate.

Hira Verma leaves Scotiabank where he was Director, Global Investment Banking to start Haplo Therapeutics as Co-Founder and CEO.

Minto appoints Jonathan Li as President and COO effective in April from BMO Capital Markets where he was Managing Director, Real Estate.

Brian Chick joins BMO Financial as Senior Director, Diversified Industries, Corporate Finance from Raymond James where he was Senior Vice President.

Raymond James has made the following appointments:

Echelon Wealth Partners hires John Davitsky as Director & Senior Advisor from Caldwell Securities where he was Vice President.

Rejoining JonesTrading is Connor Eustace as an Institutional Equity Sales Trader from Beacon Securities where he was Vice President, Equity Trading.

Gregory Lawrence joins Grayhawk Wealth’s Business Development team from Northland Wealth where he was Vice President, Wealth Management.

TD Asset Management hires Owen Yang as an Associate Portfolio Manager, Asset Allocation from Alberta Teachers’ Retirement Fund Board where he was a Senior Analyst, Investment Strategy & Risk.

Max Weichel joins the Private Capital Advisory team at Brant Street Capital from Overbay Capital where he was an Associate, Private Equity Secondaries.

Liam Jose joins Perseus Group, Constellation Software as a M&A BD Associate from TD where he was a Commercial Account Manager.

Rozalia Savchuk joins Whitehorse Liquidity Partners as an Analyst from Scotiabank Capital Markets where she was an Investment Banking Associate.

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