Vertex One - About V1
Team Profile
Jeff McCord, Managing Director
604-681-5359
Mr. Jeff McCord is a founding partner and the Managing Director of Vertex One Asset Management. Mr. McCord oversees the operation of Vertex One. His investment career began as a Financial Advisor with Canada Trust. He later became responsible for managing high net-worth clients at MK Wong and Associates. He held the same responsibilities at HSBC Asset Management before co-founding Vertex One Asset Management in 1997. Mr. McCord has over 25 years of investment and business experience. He is a graduate of the University of Manitoba.
John Thiessen, Portfolio Manager
Mr. John Thiessen is a founding partner and director of Vertex One Asset Management. Mr. Thiessen has overall responsibility for the investment and trading decisions affecting the Vertex Fund and Vertex Growth Fund. He has operated as the lead manager of the Vertex Fund since its inception on February 6, 1998. Mr. Thiessen has significant investment experience with 23 years of equity, fixed income and arbitrage investing. He began his career with the Alberta Treasury Investment Management Division, after which he became an Investment Officer with National Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Thiessen holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.
Matthew Wood, Portfolio Manager
Mr. Matthew Wood is a founding partner and director of Vertex One Asset Management. Mr. Wood has overall responsibility for the investment and trading decisions affecting the Vertex Managed Value Portfolio, Vertex Value Fund and Vertex Enhanced Income Fund. He has operated as the lead manager of the Managed Value Portfolio since its inception on April 3, 1998. Mr. Wood has over 20 years experience investing in equities, fixed income and derivatives. His career began as an analyst, later becoming a Financial Advisor, with Royal Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Wood holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.
David E. Wallin, Vice President, Private & Institutional Services
604-681-5183
Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for the business development of Private and Institutional clients. He has over 15 years experience in the investment management business. Mr. Wallin started his career with Pemberton Securities as a retail broker before becoming an Investment Advisor for Royal Trust and later as a Portfolio Manager for HSBC Asset Management Ltd. David is a graduate of Finance from Simon Fraser University, has a Canadian Investment Manager (CIM) designation, and is a licensed Portfolio Manager.
Tim Logie, Portfolio Manager
Mr. Logie joined Vertex One in 2001. He started his career in the Property and Casualty actuarial field before completing an MBA and moving into derivative trading at TD Securities in Toronto. While at TD, Mr. Logie worked with Bond Options and Interest Rate Derivatives before becoming TD’s Energy Derivative trader. He received an Honors Business Administration degree as well as an MBA from the Richard Ivey School of Business at Western University. Mr. Logie holds the professional designation of CFA, is a member of the Institute of Chartered Financial Analysts and the Vancouver Society of Financial Analysts.
Craig Chilton, Portfolio Manager
Mr. Chilton joined Vertex One in January of 2010. Craig has an extensive background in event-driven arbitrage strategies. Prior to joining Vertex One, he was a Managing Director with CIBC World Markets, where he spent 15 years as a proprietary trader in Toronto, New York and Vancouver. Craig began his finance career in investment banking with Lancaster Financial, and subsequently, Richardson Greenshields. Craig has over 18 years of experience in the investment industry; he is a CFA charterholder and a member of the Vancouver Society of Financial Analysts. He received a Bachelor of Applied Science (Electrical Engineering) from the University of Toronto.
Tom Savage, Portfolio Manager
Mr. Savage joined Vertex One in January of 2010. Tom’s background is in event-driven and arbitrage strategies. He was most recently a proprietary trader with CIBC World Markets, where he spent 4 years developing and executing equity arbitrage and special situations strategies. In his over 8 years of investment experience, he has also worked at Birch Hill Equity Partners and KBSH Capital Management. Tom is a CFA charterholder and member of the Vancouver Society of Financial Analysts. He received a Bachelor of Commerce degree from Queen’s University and an MBA from Harvard Business School.
Noel Dattrino, Vice President, Sales
Western Canada
604-408-5660
Noel began his career with Nesbitt Burns as a sales associate in Toronto. In 1999, he joined CI Funds to help run the client services department. In 2001, a promotion to sales brought him to Vancouver. Noel joined Vertex One in July of 2004. His responsibilities lie with sales and business development of retail clients.
James Wilson, Vice President, Sales
GTA, Western Ontario, Maritimes
519-902-7780
Mr. Wilson joined Vertex One in April of 2010. He has over 15 years experience in progressively senior positions within various industries. His background includes tenure as the Senior Vice President of Sales at several financial firms, including the position of Sales Director at AIC Mutual Funds. James attended the Ivey School of Business’ Executive MBA program and earned a B.A. from the University of Western Ontario. James’ responsibilities lie with sales and development of retail clients in Ontario and eastern Canada.
Michael Lindblad, Vice President, Sales
GTA, Eastern Ontario
416-200-4457
Michael joined Vertex One in September 2010 bringing with him over 15 years of industry experience. He has worked closely with investment advisers since 1996 supporting them with their capital allocation decisions, marketing and business development strategies, and practice management issues. Michael is a graduate of The University of Toronto’s Bachelor of Commerce program with a double major in Commerce and Economics. Michael’s focus with the firm is business development in the GTA and Eastern Ontario.
Vivian Bopp
Ms. Bopp joined Vertex One in June 2000. She is responsible for client servicing and internal organization. She spent over seven years in accounting with a national food services company.
Emily Wheeler, Portfolio Manager
Emily joined Vertex One in February of 2004. She worked previously for Credential Financial (a national wealth management firm affiliated with the Canadian credit union system) and has over seven years of investment industry experience. Emily is a CFA charterholder and a member of the Vancouver Society of Financial Analysts. She received a Bachelor of Arts from the University of British Columbia. Emily is part of the trading and research teams for the funds managed by Vertex One Asset Management.
Jeannette Hogan, Compliance & Registration
Jeannette joined Vertex One in September 2005, and is responsible for compliance and client registration. She holds a Bachelor of Science (Chemistry) and Bachelor of Music from the University of British Columbia. Jeannette has passed Level I of the CFA exam. She has also completed the Canadian Securities Course and the Conduct and Practices Handbook Course through the Canadian Securities Institute. Prior to working at Vertex One, Jeannette worked with a prominent environmental consulting firm as an analytical chemist.
Rob Binnington, Marketing & Operations
Rob joined Vertex One in October of 2009. He began his career with a boutique investment counsel firm in Toronto, where his responsibilities included security analysis and trading. He received a Bachelor of Arts Honors degree from Queen’s University. Rob has completed the Canadian Securities Course and the Conduct and Practices Handbook Course through the Canadian Securities Institute.
Naomi Fisher, Client Services
Naomi joined Vertex One in the fall of 2010. She is responsible for client inquiries and the registration of new accounts. She holds a Bachelor of Arts degree in Psychology from the University of British Columbia. Naomi has completed the Investment Funds in Canada course through the Canadian Securities Institute.
Craig Mervin, Trade Support
Mr. Craig Mervin joined Vertex One Asset Management in 2011 and is responsible for the firms trade support functions. He has a thorough understanding of the market having worked with institutional and retail investors. Craig began his career with Dominion Securities as a registered associate, then moved on to Connor, Clark & Lunn administering portfolios for institutional investors. Along with a BBA, Craig has completed the Canadian Securities Course, and Conduct and Practices Handbook Course through the Canadian Securities Institute.