If you’ve been following our blog, you know how privileged we feel to be able to manage funds on behalf of our clients. For this reason, we are always looking for ways to improve our value proposition and be worthy of your continued faith in our team and process.
Today, with our team top of mind, I am excited to formally announce two new Cambridge team members. Both gentlemen bring extensive industry experience, but just as importantly, a passion for investing:
- Paul Marcogliese has joined us as Fixed Income Portfolio Manager. He is an industry veteran who managed Canadian and international fixed-income portfolios at MFS Canada. Subsequently, Paul was a Partner at McLean Budden where he focused on fixed income portfolio management and trading. He holds a bachelor of mathematics from the University of Waterloo, a bachelor of business administration from Wilfrid Laurier University and the Chartered Financial Analyst designation.
- Geoff Scott has joined the team as an Institutional Portfolio Manager. He has over 10 years of experience in the financial services industry, including risk and portfolio analytics as well as equity analysis of the North American industrials and consumer discretionary sectors. He also spent four years at Manulife Financial, where he led a team responsible for investment manager due diligence. He holds a BA from the University of Western Ontario, an MBA from Suffolk University and the Chartered Financial Analyst designation.
It’s been great to have both of them in the office and contributing to the team. I also look forward to you, our clients, getting to know them as well in the future.
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