SIONNA - Key Persons
Job Titles:
- Member of the Investment Team
- Portfolio Manager
- in 2020 As a Portfolio Manager
Aleksy joined Sionna in 2020 as a Portfolio Manager. He is a member of Sionna's Canadian Equity team and contributes to Sionna's non-domestic strategies. Aleksy has more than 25 years of industry experience, most recently as VP Investments and Portfolio Manager at CI Harbour Advisors where he focused on award-winning Canadian Equity and Canadian Balanced portfolios. Aleksy is graduate of the University of Toronto, where he earned a Bachelor of Arts, Economics degree and is a CFA® charterholder.
Job Titles:
- Associate, Relationship Management
- in 2017 As a Coordinator
Claire joined Sionna in 2017 as a Coordinator on the relationship management team. Claire brings several years of experience in the industry, including trading operations positions at Northern Trust Bank and Toji Trading Group. Most recently, she was a member services consultant for a large trade association. Claire attended Saint Mary's College, Notre Dame, Indiana, where she earned her Bachelor of Business Administration, with concentrations in finance and marketing and a minor in psychology.
Job Titles:
- Member of the Investment Team
- Portfolio Manager
Gary joined Sionna in 2014 and is a Portfolio Manager. He is the lead Portfolio Manager for the firm's focused dividend strategy. Prior to joining Sionna, he was a Generalist at RBC Wealth Management and worked at RBC Capital Markets and Deloitte Consulting. Gary earned his MBA from the Rotman School of Management and both his Honours Business Administration and Bachelor of Engineering Science from the University of Western Ontario. He is a CFA® charterholder and a member of CFA Society Toronto.
Job Titles:
- Member of the Investment Team
- a Junior Trader
- Trader and Equity Research Analyst
Hunter joined Sionna as a Junior Trader in 2017. He earned his Honours Business Administration from the Ivey School of Business at Western University and completed a degree in Economics from Western University. Prior to joining Sionna, Hunter was an Institutional Equities Sales and Trading Summer Analyst at RBC. He is a CFA® charterholder and a member of CFA Society Toronto. Hunter is set to complete his Master of Liberal Arts in Extension Studies from Harvard University next year.
Job Titles:
- Associate Portfolio Manager
- Member of the Investment Team
Joanna joined Sionna in 2022 and is an Associate Portfolio Manager. Joanna joined the industry in 2010 and has experience in both domestic and global equity markets, most recently as an Investment Analyst and Investment Counsellor at Manitou Investment Management. Joanna is a contributor to The Analyst publication for the CFA Society Toronto and a guest judge for the Value Investing course at the University of Toronto's Rotman School of Management. She is also a member of Women in Capital Markets and 100 Women in Finance. Joanna earned her Honours MBA from Queen's University and Bachelor of Industrial Engineering from the University of Toronto. Joanna is a CFA® charterholder.
Job Titles:
- Head, Relationship Management and Marketing
Katie joined Sionna's relationship management team in 2015 as Marketing Manager. Prior to joining Sionna, Katie was an Account Supervisor at a marketing and communications agency, primarily working with clients in the financial services industry. She earned her Honours Bachelor of Commerce degree from the DeGroote School of Business at McMaster University and after graduating, Katie spent several months volunteering at the 2010 Vancouver Olympics and Paralympics. She has successfully completed the Canadian Securities Course and the Investment Management Techniques Course through the Canadian Securities Institute.
Job Titles:
- Member of the Investment Team
- Founder and Co - Chief Investment Officer
- Lead Portfolio Manager
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna's large cap, all cap and focused Canadian value strategies and co-lead on Sionna's high conviction strategy. Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada's Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim was also inducted into the IIAC Investment Industry Hall of Fame in 2022. Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim served as a board member with the Canadian Coalition for Good Governance and served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School's "From Graham to Buffett and Beyond" Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
Job Titles:
- Associate, Portfolio Operations
- in 2023 As Associate, Portfolio Operations
Nicole joined Sionna in 2023 as Associate, Portfolio Operations. Nicole first joined the industry in 2021, and prior to joining Sionna she was in a fund accounting role at Citco. She earned her Bachelor of Commerce degree, specializing in accounting and finance, from University of Manitoba.
Job Titles:
- Associate, Operations
- in 2013 As Executive Assistant to the President and Chief Investment Officer
Nina joined Sionna in 2013 as Executive Assistant to the President and Chief Investment Officer. In 2019, she assumed her current role as Associate, Operations, taking on more responsibility in the areas of facilities management, human resources and finance. Prior to joining the firm, she spent nine years at Canderel Management, where she provided administrative support to members of the senior management team. Nina has successfully completed both the Leadership in Administration and the Excellence in Administration professional development programs through Rotman School of Management.
Job Titles:
- Chief Operating Officer
- President
Paul joined Sionna in 2013 and is Sionna's President and Chief Operating Officer (COO) and has more than 25 years of experience in the industry. Paul earned his Honours Business Administration from the Richard Ivey School of Business, and is a CFA® charterholder and a Chartered Professional Accountant. He is a member of CFA Society Toronto and serves as a mentor in the CFA Mentorship Program. Paul is a member of the Portfolio Management Association of Canada and is a past Chair of its Operations Heads' Network. Paul served his third consecutive two-year term on the Ontario Securities Commission's Registrant Advisory Committee.
Job Titles:
- Member of the Investment Team
- Co - Chief Investment Officer
Stephen joined Sionna in 2019 and is the Co-Chief Investment Officer. He is the co-lead Portfolio Manager for Sionna high conviction strategy and the lead portfolio manager for the firm's global value strategy and focused U.S. value strategy. Stephen has more than 30 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen currently sits on The Niagara Community Foundation's Investment Committee. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.
Job Titles:
- Member of the Investment Team
- Equity Research Analyst
Stuart joined Sionna in 2020 as an Equity Research Analyst. Prior to joining Sionna, Stuart interned at both Burgundy Asset Management and RBC Global Asset Management. He earned his Bachelor of Business Administration, Advanced Finance Major and Minor in History from St. Francis Xavier University in Nova Scotia. While at StFX, Stuart was the President of the Schwartz Investment Society. Stuart has successfully completed the Canadian Securities Course (CSC) and the CFA Ethical Decision-Making Course.
Job Titles:
- in 2018 As Associate, Performance and Analytics
- Manager, Performance and Analytics
Zion joined Sionna in 2018 as Associate, Performance and Analytics. He has a number of years of experience in the industry, most recently as a Senior Performance Analyst at Sentry Investments. Zion earned his Bachelor of Arts, with a major in economics from the University of Waterloo, holds the Chartered Investment Manager (CIM®) designation and successfully passed Level I of the CFA Program.