SCOTIABANK - Key Persons
Job Titles:
- Director, Scotia Global Asset Management Communications
- Media
Job Titles:
- Senior Vice President
- Senior Vice President, Investment Distribution & Partnerships, Canada
Brent Currie is Senior Vice President, Investment Distribution and Partnerships. As a key part of his mandate, Mr. Currie leads a Canadian team of wealth and investment specialists across our businesses. Mr. Currie has held progressively senior roles in sales management, product management, customer experience, global marketing, wealth management and operations. He joined the firm in 2000.
Mr. Currie graduated from Western University and earned his Honours Business Administration (HBA) degree from the Ivey Business School and a BA in History.
Job Titles:
- Vice President, Asset Management Operations of Scotia Global Asset Management Canada
- Vice President, Asset Management Operations, Canada
Bruno Carchidi was appointed Vice President, Asset Management Operations of Scotia Global Asset Management Canada in 2020. Scotia Global Asset Management provides innovative investment solutions to retail, institutional and private client investors. In his role, he is responsible for providing operational support in all aspects of the business.
Mr. Carchidi has over 25 years of industry experience. Over his career, Mr. Carchidi has held progressively senior roles in compliance with multiple organizations. He joined the firm in 2004.
Mr. Carchidi graduated from Lakehead University with an Honours Bachelor of Arts Degree. He also earned a Post Diploma in International Business from Seneca College of Applied Arts and Technology.
Cassels Blaikie Investment Management merges with Scotiabank's Scotia Investment Management Limited and is renamed Scotia Cassels Investment Counsel Limited.
Job Titles:
- Vice President
- Vice President, International Asset Management and Pensions
Giancarlo Rossi was appointed Vice President, International Asset Management and Pensions of Scotia Global Asset Management in 2021. Scotia Global Asset Management provides traditional and innovative investment solutions to retail, institutional and private client investors. In this role, he is responsible for the direction and business growth across the Caribbean and Latin American regions.
With a career that spans over 20 years, Mr. Rossi has held progressively senior roles and has held several leadership positions in global asset management companies servicing Canadian, U.S. and offshore jurisdictions. He joined the firm in 2015.
Mr. Rossi graduated from Carleton University and earned a Master of Arts in Political Science and Government.
Job Titles:
- Head, Finance & Chief Financial Officer, 1832 Asset Management L.P
Greg Joseph was appointed Chief Financial Officer of 1832 Asset Management L.P in 2021. In his role, he is responsible for providing financial leadership, which includes planning, analysis, management reporting and regulatory reporting for the business. He is a member of the Finance Committee and the Valuation Committee.
Mr. Joseph has over 25 years of industry experience. Over his career, he has held progressively senior roles with multiple organizations across investment operations, including fund administration, financial and regulatory reporting and portfolio valuation. He joined the firm in 2007.
Mr. Joseph graduated from the University of Calgary and earned a Bachelor of Accounting Science degree. He holds the Certified Professional Accountant (CPA) and Certified General Accountant (CGA) designations.
Job Titles:
- Managing Director, Investment Management & Chief Operating Officer, 1832 Asset Management L.P
Jim Morris joined the firm in 2000 and was appointed Managing Director, Investment Management of Scotia Global Asset Management Canada in 2013. Scotia Global Asset Management provides innovative investment solutions to retail, institutional and private client investors.
Mr. Morris is responsible for the development and oversight of our team of portfolio managers, analysts and traders. In addition to managing our investment team, Mr. Morris is responsible for investment risk, oversight of internal and external investment managers, and investment management solutions. Mr. Morris has over 25 years of industry experience. Over his career, Mr. Morris has held progressively senior roles in finance, investment operations, product management and executive leadership.
Mr. Morris graduated from the University of Windsor with an Honours Bachelor of Commerce and Economics. He holds the Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA) designations.
Job Titles:
- Vice President, Asset Management
- Vice President, Compliance & Chief Compliance Officer, 1832 Asset Management L.P
Kevin Brown was appointed Vice President, Asset Management Compliance in 2020. In this role, he is responsible for providing compliance oversight to all aspects of the Scotia Global Asset Management business in Canada.
With over 20 years of industry experience, Mr. Brown has held progressively senior roles within compliance with multiple organizations. He joined Scotiabank as the Chief Compliance Officer for Scotia Securities Inc. in 2016.
Mr. Brown graduated from York University with a BA in Economics. He holds the Charted Financial Analyst (CFA) designation.
Job Titles:
- Managing Director and Head of Dynamic Funds
- Managing Director and Head, Dynamic Funds, Canada
Mark Brisley was appointed Managing Director and Head of Dynamic Funds in 2011. Dynamic Funds is a division of 1832 Asset Management L.P., which offers a comprehensive range or products and services, spanning asset classes, sectors, geography and investment disciplines. In his role, he is responsible for strategic execution and the overall management of Dynamic Funds in Canada.
With a career that spans 30 years, Mr. Brisley has held progressively senior roles in sales, distribution and corporate management. He joined the firm in 2007. He is active in numerous industry associations.
Mr. Brisley studied Political Science & Economics at the University of Windsor.
Job Titles:
- Managing Director, Product Management & Innovation of Scotia Global Asset Management Canada
- Managing Director, Product Management and Innovation, Canada
Nadine Gartley was appointed Managing Director, Product Management & Innovation of Scotia Global Asset Management Canada in 2022. Scotia Global Asset Management provides traditional and innovative investment solutions to retail, institutional and private client investors. In this role, she is responsible for all areas of product development and product management for Scotia Global Asset Management's investment solutions offered in Canada and certain international markets.
Before her latest appointment, Ms. Gartley was responsible for the strategic vision and tactical execution of investment communications and product positioning for many of the business' distribution channels. She brings over two decades of industry experience. She joined the firm in 2005.
Ms. Gartley graduated from York University and earned an Honours BA in Political Science. She is also a Chartered Financial Analyst (CFA) Charterholder.
Job Titles:
- Head
- President, 1832 Asset Management L.P
Neal Kerr is Head of Scotia Global Asset Management and Executive Vice President, Scotiabank. Scotia Global Asset Management provides innovative investment solutions to retail, institutional and private client investors. In his role, he is responsible for all aspects of Scotiabank asset management in Canada, including its Scotia, Dynamic, Tangerine and Jarislowsky Fraser investment businesses.
With over 29 years of industry experience, Mr. Kerr has held progressively senior roles in investment operations, retail distribution, product development, institutional business development and executive leadership of investment teams. Mr. Kerr serves on boards across Scotia's asset and wealth management businesses, as well as being Vice-Chair of the Board of Directors of the Investment Funds Institute of Canada. He is also Trustee for the Toronto Symphony Orchestra Foundation.
Mr. Kerr graduated from Western University with an Honours BA in Economics (Dean's List). He has completed the Partners, Directors and Senior Officers Course offered by the Canadian Securities Institute.
Job Titles:
- Managing Director
- Investment Counsel
- Managing Director, Scotia Private Investment Counsel ( PIC ) & Jarislowsky Fraser Private Wealth Management, Canada
Todd Flick was appointed Managing Director of Scotia Private Investment Counsel (PIC) and Jarislowsky Fraser Private Wealth Management in 2020. PIC delivers tailored services and relevant solutions to clients looking to delegate day-to-day investment decisions to an experienced team with a disciplined investment philosophy. Jarislowsky Fraser is a wholly-owned subsidiary of Scotiabank and manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals. With a client-first approach, he is responsible for delivering strategic direction, leadership, and oversight.
With over 25 years of industry experience, Mr. Flick has held progressively senior roles. He has spent much of his career helping individual and institutional investors manage their assets in an increasingly complex and evolving industry. He joined the firm in 1998.
Mr. Flick earned an MBA from St. Mary's University. He also graduated from Dalhousie University and earned a Bachelor of Commerce. Mr. Flick is a Chartered Financial Analyst (CFA) Charterholder.