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1920 - 1177 West Hastings St.
Vancouver, British Columbia
V6E 2K3
Tel: 604-681-5787
Fax: 604-681-5146
Toll Free: 866-681-5787
invest@vertexone.com
Home > Company Profile > Team Profile

Team Profile

Jeff McCord, Managing Director

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, Vertex Offshore 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 Wallin, Vice President

Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for 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. 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. He handles Vertex One’s trading as well as portfolio management and investment analysis for both the Vertex and Managed Value funds.

Craig Chilton, Portfolio Manager

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

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 & Marketing

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.

Dona Heywood, Manager Client Services

Ms. Heywood is a founding partner with Vertex One. She is responsible for client reporting and the handling of client enquiries. She spent over fifteen years with a leading institutional money management firm before joining Vertex One. She is a graduate of the Canadian Securities Institute.

Vivian Bopp, Office Manager

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.

 



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