Chief Investment Officer
◘ Sam Wiseman, B.Comm., M.A., CFA: 31 years of institutional investment industry experience
Chief Investment Officer, Wise Capital Management (November 2000 to Present)
Has delivered outstanding 8-year investment performance track record while starting and building an ICPM (Discretionary Investment Management) firm.
Vice President Investments, Bolton Tremblay (1998–1999)
Started the Canadian All Cap strategy with $3 million of the partners’ own capital
Portfolio Manager, OMERS (1990–1997)
Responsible
for $6.5 billion in 3 major investment strategies at OMERS
In charge of
global asset allocation
Investment Consultant, William M. Mercer (1988 –1989)
Consulted to investment managers and to pension funds on risk control and investment decisions.
Economist, Government of Canada, Ontario Region (1982–1987)
Analyst, Bank of Canada (1978–1981)
Responsible for fundamental and quantitative analysis
Traded securities for the pension fund
◘ Chavdar Russev, B.B.A, CFA
Associate Portfolio Manager, Wise Capital Management
5 years of experience working for investment counselors, 4 years at Wise Capital Management
Chavdar@wisecapitalmanagement.com completed his business
undergraduate at Simon Frazer University.
◘ Jonathan Yee, B.Comm.
Investment Analyst with 2 years of experience, 1 at a large bank
Jonathan@wisecapitalmanagement.com completed his business
undergraduate at U of T and has passed his CFA Level II.
Other Team Members
◘ Golda Blau, B.A.: Databases, technology; GDBlau@wisecapitalmanagement.com
◘ Mattie Wiseman: Fund accounting
◘ PricewaterhouseCoopers Private Company Services: Auditors
Custody and reporting by T.D.-Waterhouse.
Wise Capital is independently owned by its staff.
