Equity Team

Claude Boulos is a member of the Selexia Investment Management team and is a portfolio manager for the Selexia strategies.

Mr. Boulos has 29 years of industry experience and has been with the firm and a predecessor since 1997. Prior experiences include Portfolio Manager positions at major portfolio management firms.

Mr. Boulos graduated from HEC Montréal with a Bachelor of Business Administration (BBA) majoring in Public Accounting as well as a Master of Business Administration (MBA) from HEC Montréal. He later received the Chartered Professional Accountant (CPA), the Chartered Accountant (CA) and Chartered Business Valuator (CBV) designations.

Andrew Chan is a member of the Global Equity team and is a portfolio manager for the U.S., International, and Global Equity strategies.

Mr. Chan has over 13 years of industry experience and joined the firm in 2009. Prior experiences include Senior analyst positions for U.S. and global equities at leading investment management firms.

Mr. Chan graduated from McGill University with a Bachelor of Commerce (BCom), majoring in Finance. He later obtained a Master of Science (MSc) in Finance from HEC Montréal.

Michael Chan is responsible for the management of the Canadian Equity Small Capitalization investment strategy and is also a member of the Canadian Equity Core team.

Mr. Chan has 22 years of industry experience and has been with the firm and a predecessor since 2008. Prior experiences include a position as Executive Director and Vice President of Canadian Equities at a major Canadian investment management firm.

Mr. Chan obtained a Bachelor of Science (BSc) Mathematics from Dalhousie University, a Bachelor in Industrial Engineering (BEng) from the Technical University of Nova Scotia, and a Master of Business Administration (MBA) from Queen’s University. He also obtained the Chartered Financial Analyst (CFA) designation.

Jacques Chartrand, president and founder of Selexia Investment Management, is the lead manager Selexia strategies.

Mr. Chartrand has 36 years of investment experience and has led the team since its inception. Prior experiences include positions as Vice Chairman and Senior Vice President for Canadian Equities at Natcan Investment Management.

Mr. Chartrand graduated from the Université de Sherbrooke with a Bachelor of Business Administration (BBA), majoring in Finance.

Ashish Chaturvedi is a member of the Canadian Equity Core team and is jointly responsible for the management of the Canadian Equity Core investment strategy.

Mr. Chaturvedi has 12 years of industry experience and has been with the firm and a predecessor since 2009. Prior experiences include positions as Vice President, Associate Director and Analyst of Canadian Equities with leading Canadian investment management firms.

Mr. Chaturvedi graduated from the Indian Institute of Technology with a Bachelor of Architecture and also holds a Master of Business Administration (MBA) from The Richard Ivey School of Business. He also obtained the Chartered Financial Analyst (CFA) designation.

Steve Cocchetto joined Fiera Capital in 2018 following its acquisition of CGOV Asset Management. Currently, he is Vice President and Portfolio Manager, CGOV Equities. He joined CGOV in 2010 and was responsible for researching and selecting investments that were consistent with the firm's investment philosophy.

Mr. Cocchetto began his career in 2004 at RBC Asset Management as an analyst in their Investment Manager Research group. Mr. Cocchetto spent four years at RBC before deciding to pursue his MBA.

Mr. Cocchetto holds the CFA (Chartered Financial Analyst) designation from the CFA Institute, and earned his Master of Business Administration degree from the Schulich School of Business at York University.

Jean-François Gagnon is a member of the Market Neutral and Long/Short Equity team and contributes to the management of the Market Neutral and Long/Short equity funds.

Mr. Gagnon has 23 years of industry experience and has been with the firm since 2009. Prior experiences include Portfolio Manager and Analyst positions at major Canadian investment management firms, including Fiera Capital from 2004 to 2006.

Mr. Gagnon graduated from HEC Montréal with a Bachelor of Business Administration (BBA), majoring in Finance. He later received the Chartered Financial Analyst (CFA) designation. 

Ray Halley is a member of the Canadian Equity Core team and is jointly responsible for the management of the Canadian Equity Core strategy.

Mr. Halley has 17 years of industry experience and has been with the firm and a predecessor since 2009. Prior experiences include positions as Senior Portfolio Manager and Investment Analyst at major Canadian investment management firms.

Mr. Halley graduated from Memorial University of Newfoundland with a Bachelor of Business Administration (BBA), majoring in Finance. He later received a Master of Business Administration (MBA) from the University of Toronto Rotman School. He also obtained the Chartered Financial Analyst (CFA) designation.

Jean-Sebastien Hay is Assistant Portfolio Manager, Small Cap Equities and is responsible for assisting in the construction and management of the different small cap portfolios managed by the team.

Jean-Sébastien has over 15 years of industry experience and has been at Fiera Capital in the small cap equities team since July 2011. Prior to that, he spent four years in financial intermediation for private investments and four years as a sell-side analyst for the healthcare sector.

Jean-Sébastien graduated from the University of Sherbrooke with a degree in biotechnology and a master’s degree in finance. He also obtained the Chartered Financial Analyst (CFA) designation.

Roy Hewson joined Fiera Capital in 2018 following its acquisition of CGOV Asset Management. Currently, he is Vice President and Senior Portfolio Manager, CGOV Equities. He joined CGOV in 1997 and was responsible for researching and selecting investments which were consistent with the firm's investment philosophy. Mr. Hewson oversaw the Canadian equity, dividend income and fixed income strategies. He was also a member of the CGOV Asset Management Board and of the Investment Committee.

Mr. Hewson has over 20 years of investment industry experience, in addition to seven years of corporate lending and analysis in Canada and the U.S. with the Bank of Nova Scotia.

Mr. Hewson holds the CFA (Chartered Financial Analyst) designation from the CFA Institute, and earned his undergraduate and Master of Business Administration degrees from Queen's University. He is also a past board member of the ALS Society of Ontario.

Marc Lecavalier is a member of the Small Cap Equity team and is a portfolio manager for the Small Capitalization investment strategy.

Mr. Lecavalier has 17 years of industry experience and has been with the firm and a predecessor since 2001 where he has held a number of analyst and portfolio manager roles within the small cap team.

Mr. Lecavalier graduated from the Université de Sherbrooke with a Bachelor of Business Administration (BBA), majoring in Finance. He later received a Master’s in Management degree (MSc) in Finance from Université de Sherbrooke as well as the Chartered Financial Analyst (CFA) designation.

Nessim Mansoor is the lead manager of the Canadian Equity investment strategy and is jointly responsible for managing the Canadian Equity Core investment strategy.

Mr. Mansoor has 20 years of industry experience and joined the firm in 2016. Prior experiences include positions as Senior Portfolio Manager, Canadian Equities and Vice President, Canadian Equities at major Canadian investment management firms.

Mr. Mansoor graduated from the University of Toronto with a Bachelor of Commerce (BCom), majoring in Economics and Accounting. He also obtained the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Chartered Financial Analyst (CFA) designations.

Mr. Mansoor has won three Fundata FundGrade A+ Awards for 2015 and 2016 for two retail funds under his management.

Mr. Mansoor is a member of the User Advisory Council  of the Canadian Accounting Standards Board.

Gord O'Reilly joined Fiera Capital in 2018 following its acquisition of CGOV Asset Management. Currently, he is Vice President and Senior Portfolio Manager, CGOV Equities. Mr. O’Reilly was one of the founders of CGOV, where he was responsible for leading equity research and oversaw the balanced and global equity strategies. Mr.O’Reilly was also a member of the CGOV Asset Management Board and chaired the Investment Committee.

Mr. O’Reilly began his career over 30 years ago with Manufacturers Life Insurance Company and gained relevant experience in the areas of foreign exchange, securities analysis, trading and portfolio management. At the time of his departure from Manulife, he specialized in managing U.S. equity investments.

Mr. O’Reilly earned an undergraduate degree from Queen's University and holds the CFA (Chartered Financial Analyst) designation from the CFA Institute.

Marlene Osganian has 10 years of industry experience and has been with the firm and a predecessor since 2006.

Mrs. Osganian received her Bachelors of Commerce with honours  from Concordia University , where she majored in Finance. She also holds a Masters of Business Administration from Concordia University’s Goodman Institute of Investment Management, and the Chartered Financial Analyst (CFA) designation.

Nadim Rizk is Head of the Global Equity team and the Lead Portfolio Manager for the U.S., International and Global Equity strategies.

Mr. Rizk has over 20 years of industry experience and began his career in financial services in 1997. Prior to joining Fiera Capital, Mr. Rizk spent over eight years as Senior Vice President and Portfolio Manager, Global Equities at Montrusco Bolton, and has also held Senior Global Research Analyst positions at some of Canada’s leading investment management firms. He currently manages over $30 billion in global equity investments across three strategies for Fiera Capital, with clients located in North America and abroad.

Mr. Rizk graduated from the American University of Beirut with a Bachelor of Business Administration (BBA), majoring in Finance. He later obtained a Master of Business Administration (MBA) from McGill University as well as the Chartered Financial Analyst (CFA) designation. Mr. Rizk and his team are the proud recipients of multiple awards, including Morningstar’s 5-star and Fundata’s FundGrade A+ ratings, which they received for several consecutive years for their management of Fiera Capital’s Global and U.S. Equity Funds.

Mr. Rizk gives back to the community by serving on the Board of Directors of Cedars Cancer Foundation, a hospital-based charity whose mission is to improve the health and well-being of paediatric, young adult and adult cancer patients, and their families, throughout and beyond treatment, by leading philanthropic initiatives that support excellence and innovations in clinical care, research, education and supportive care services.

Nicholas Smart is a member of the Canadian Equity Team and assists in managing Canadian Equity ESG, Ethical and Fossil Fuel Free mandates. He is also involved in the advancement of Responsible Investing and ESG Integration at Fiera Capital. He joined Fiera Capital in 2016 and has nine years of industry experience. Prior to joining Fiera Capital, he worked on Canadian Equity and Global Small Cap mandates at Empire Life Investments.

Nicholas graduated from Carleton University with Bachelor of Commerce and Bachelor of Arts degrees and is a CFA Charterholder.

Frank Zwarts is the Lead Portfolio Manager of the Market Neutral and Long/Short Equity funds. He is also responsible for the management of a Precious Metals Fund, a Resource Fund and an Energy Fund.

He has 16 years of investment experience and has been with the firm since 2011. Prior experiences include Director and Analyst positions at leading Canadian and American investment management firms.

Mr. Zwarts graduated from the Université Laval with a Bachelor of Science (BSc), majoring in Forestry Engineering. He later obtained a Master of Business Administration (MBA) from HEC Montréal and also obtained the Chartered Financial Analyst (CFA) designation

Tony Rizzi is a member of the Canadian Equity Team and assists with research and portfolio construction for a number of Canadian Equity mandates. 

Mr. Rizzi has over nine years of industry experience and joined the firm in 2016. Prior experiences include a position as a Senior Analyst at Empire Life Investments and Director, Institutional Research as CIBC Capital Markets.

Mr. Rizzi graduated from the University of Toronto with a Bachelor of Engineering Science. He also holds a Masters of Business Administration (MBA) from the Richard Ivey School of Business as well as the Chartered Financial Analyst (CFA) designation.