5
Management Team
Terry Shaunessy, President, Portfolio Manager, principal trader and
founder. The company is the product of his +30 years in the business and his view that capital
markets have become efficient and that investors can benefit from a large cap specialist. Previous roles includes: top-ranked bank
analyst and Director of Research, Merrill Lynch (Canada); Portfolio Manager/ Partner, Gryphon
Investment Counsel; Senior Executive Vice President, HSBC (Canada) and Gordon Capital. For Terry, investing is a lot like his for
passion golf where his goal is to never
mind his opponents but just to focus on
Mr. Par.
Mark Kryzan, Vice President, Client Services and Business
Development. Mark is a marketing/
investor relations professional with
+15 years public markets experience advising junior public companies. He also has observed how investing has changed and created new
opportunities for specialists. In addition to developing our business and services, Mark is responsible for
compliance. Mark plays tennis ---
singles, doubles, mixed --- for the
exhilaration of trying to be the best he can be, a value he brings to what he
does for our company.
Katharine Eirich, Vice President, Administration. Ms. Eirich has been providing or managing
administration services
for over 20 years. In previous lives
she managed large, complex operations with numerous staff but much prefers our smaller self-directed environment.
Under the direction of the PM, the VP Administration is also Assistant Trader.
Katharine likes to ensure that in a $20 million portfolio, every last
cent is fully accounted for
(she may be of old Scottish stock).
Katharine (Katie) Trafford, CFA, Director. Katie has significant institutional
equity sales, investment banking and
trading experience with CS First Boston, Richardson Greenshields and RBC
Dominion Securities. Katie used to live for the next financing or block trade but
now prefers to manage her own business interests, though still at an accelerated pace. In addition to her role as Director, she is
a back-up portfolio manager. Katie is a
committed equestrian and
brings a good deal of shrewd horse sense to our business plans and execution.
Advent Software Inc. provides the most comprehensive and advanced portfolio
management tools and is widely
used by institutional managers. We invested in this software at inception
because it is the best tool for us and
our clients and is widely used by custodians and banks. Performance
calculations are AIMR compliant and use
3rd party market
price data. While the quietest member
of the management team, ADVENT never surprises us or takes vacations.
