TEAM PROFILE

All Departments (by name) n
  • All Departments (by name)
  • Investment
    • lPortfolio Management
  • Management
  • Private Wealth Services
  • Administration
  • Service Partners

Vivian Bopp

Senior Bookkeeper

Vivian Bopp

Senior Bookkeeper

Vivian joined Vertex One in June 2000. She is responsible for the day-to-day bookkeeping of corporate activity. Prior to working at Vertex, she spent over seven years in accounting with a national food services company.

Michelle Grennan

Corporate Receptionist/Administrator

Michelle Grennan

Corporate Receptionist/Administrator

Michelle joined Vertex One in September 2017 and is responsible for reception and administration. She holds a Bachelor of Arts degree in English and Psychology from the University of British Columbia. Her previous work experience includes food and beverage management and specialized travel services.

Katie Howell-Jones

Associate VP, Private & Institutional Wealth Services

Katie Howell-Jones

Associate VP, Private & Institutional Wealth Services

Katie joined Vertex One in the spring of 2014, and is a member of the private wealth team. Katie holds a Master of Arts degree in Political Science from the University of Victoria and has completed the Chartered Investment Management (CIMĀ®) designation through the Canadian Securities Institute. Katie has also completed the Canadian Securities Institute’s Derivatives Fundamentals Course.

Email: kjones@vertexone.com Phone: 604-408-3166

Martin Lang

Chief Compliance Officer

Martin Lang

Chief Compliance Officer

Martin joined Vertex One in June 2013 as the Chief Compliance Officer. He is responsible for all aspects of compliance for the company. He is a Chartered Accountant and also holds a Bachelor of Commerce degree from the University of British Columbia. He has successfully completed the Partner, Director and Senior Officers Course (1994), Chief Compliance Officers Qualifying Examination (2008) and Chief Financial Officers Qualifying Examination (2013) through the Canadian Securities Institute. Martin has been in the securities industry for over 25 years holding positions of Chief Compliance Officer, VP Finance and Ultimate Designated Person. Most recently he was an active member to the IIROC Pacific District Council.

Jeff McCord

Managing Director

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 30 years of investment and business experience. He is a graduate of the University of Manitoba.

Leonard Trigg

Director of Operations

Leonard Trigg

Director of Operations

Joining the technology sector in 1995 Mr Trigg has a background in enterprise technology, financial services and operations. Before joining Vertex as director of operations Leonard served as a consultant to the firm for 16 years. In addition to serving as an operations and management consultant for 20 years, Leonard also served as Executive Vice President of Operations at BlocPal International Inc, Vice President of Operations at Conversion Relations Inc as well as Vice President of Operations at Aries Asset Advisors SA.

John Thiessen

Portfolio Manager, President

John Thiessen

Portfolio Manager, President

Manages: Vertex Fund, Vertex Growth Fund

Mr. John Thiessen is a founding partner, director and president 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 nearly 30 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.

Linedata (Service Partner)

Portfolio Management System & Middle Office Outsourcing

Linedata (Service Partner)

Portfolio Management System & Middle Office Outsourcing

CIBC Mellon (Service Partner)

Custodian, Trustee, NAV Accounting, Recordkeeping, Administration

CIBC Mellon (Service Partner)

Custodian, Trustee, NAV Accounting, Recordkeeping, Administration

TD Securities (Service Partner)

Prime Brokerage Services

TD Securities (Service Partner)

Prime Brokerage Services

CIBC World Markets (Service Partner)

Sub-Custodian and Prime Brokerage Services

CIBC World Markets (Service Partner)

Sub-Custodian and Prime Brokerage Services

Sicon CRM (Service Partner)

Goldmine CRM and Sales Reporting

Sicon CRM (Service Partner)

Goldmine CRM and Sales Reporting

Borden Ladner Gervais (Service Partner)

Legal Counsel

Borden Ladner Gervais (Service Partner)

Legal Counsel