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

 

Hovig Moushian, MBA, CFA
Assistant Portfolio Manager, Income Trusts
Gordon Winter, MBA, CFA
Assistant Portfolio Manager
Samira Khan
Trader/Analyst
Gordon Mack, CMA, CFA
Credit Analyst
Michael J. Morden, CFA
Equity Analyst
Wincy Wong
Equity Analyst
Dongwei Ye, CFA
Equity Analyst
     

Privacy Policy | Online Privacy Policy | Legal Terms and Conditions