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Team
The greatest ally in the
achievement of superior investment performance is a trusted
investment team. The seasoned professionals at Howson Tattersall
have a proven track record and an unwavering commitment to
an investment philosophy that works. Our organizational structure
consists of two investment teams headed by the Chief Investment
Officer, a Fixed Income team and an Equity team. The members
of both teams have extensive knowledge and experience managing
a broad range of fixed income and equity mandates.
Formal team meetings are
held, both individually and together, at least once a week
to discuss research underway, changing market conditions and
any impact these have on our portfolios. Our Investment Committee,
comprised of senior management and senior portfolio managers,
oversees all investment activities and remains focused on
delivering superior long-term results in accordance with client
objectives.
Ultimately, your investment
success depends on the day-to-day decisions made by the people
managing your money. Howson Tattersall’s institutional
and private clients are part of a select group, all receiving
the benefits of professional investment management, expertise
and care.
| Biographies |
Investment Team ¬ |
Richard
Howson, MBA, CFA Chief Investment
Officer and Executive Vice President |
Robert
Tattersall, MBA, CFA Executive
Vice President and Senior Portfolio Manager |
Steve
Locke, CFA Sr. Portfolio Manager,
Fixed Income |
Suzann
Pennington, CFA Portfolio Manager,
Canadian Equities |
Scott
Carscallen, BBA, CFA
Portfolio Manager, Small Cap |
Felix
Wong, CFA Portfolio Manager,
Money Market |
John
McKee, LL.B, M.D., CFA Assistant
Portfolio Manager |
William
Aldridge, MBA, CFA Assistant Portfolio
Manager |
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