Team Profile

Administration

Investment

Management

Sales

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.

Diann Fong Supervisor, Fund Operations

Diann joined Vertex One in February 2012. She oversees fund operations and processing. She has 20 years of wide ranging experience in the financial industry having worked for several boutique and large mutual fund companies in Vancouver. Diann has completed the Canadian Investment Funds Course through Investment Funds Institute of Canada.

Leonard Trigg Information Technology Consulting

Mr. Trigg began working with Vertex One in 2003 and is responsible for the firm’s nationwide technology and telecommunications operations. Mr. Trigg previously served as technology manager and board Advisor to Global e-Biz, as well as technology manager at the 2003 World Weightlifting Championships. Since 1998, Mr. Trigg has also served as the founder and director of Trigg International, a global management and technology consulting firm. Mr. Trigg holds several professional designations from Microsoft, Cisco and 3com (HP).

Portfolio Management

John Thiessen Portfolio Manager

Manages: Vertex Fund, Vertex Growth Fund

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 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.

Matthew Wood Portfolio Manager

Manages: Vertex Managed Value Portfolio, Vertex Value Fund, Vertex Enhanced Income Fund

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 25 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.

Tim Logie Portfolio Manager

Manages: Vertex Enhanced Income Fund

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

Manages: Vertex Arbitrage Fund, Vertex Fund

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 20 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

Manages: Vertex Arbitrage Fund, Vertex Fund

Tom has an extensive background in alternative strategies and is part of the Vertex One team specializing in merger arbitrage, event-driven arbitrage, and special situations. Prior to joining Vertex One, Tom was a proprietary trader with CIBC World Markets where he was responsible for equity and derivatives arbitrage and special situations strategies. Formerly, he worked in private equity at Birch Hill Equity Partners and began his career as an equity analyst at KBSH Capital Management. Tom is a CFA charterholder and a 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.

Emily Wheeler Portfolio Manager

Manages: Vertex Value Fund, Vertex Enhanced Income Fund, Vertex Managed Value Portfolio

Emily joined Vertex One in February of 2004 and has over 10 years of investment industry experience. She worked previously for Credential Financial in Vancouver. She received a Bachelor of Arts from the University of British Columbia. Emily is a CFA charterholder and a member of the Vancouver Society of Financial Analysts.

Portfolio Operations

Craig Mervin Vice President, Portfolio Operations

Mr. Craig Mervin joined Vertex One Asset Management in 2011 and oversees the firm’s fund valuations, portfolio management systems, and 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 Chartered Investment Management (CIM®) designation through the Canadian Securities Institute.

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.

Rob Binnington Chief Operating Officer

Rob joined Vertex One in October of 2009. He is responsible for managing company operations and it's marketing efforts. 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 Chartered Investment Manager (CIM®) designation and the Conduct and Practices Handbook through the Canadian Securities Institute.

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.

Retail

western

Noel Dattrino Vice President, National Sales Manager

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 management of the retail sales team and business development of retail clients. Noel completed the Chartered Investment Management (CIM®) designation through the Canadian Securities Institute.

Janine Breck Inside Sales, Western Canada

604-408-5663

Janine joined Vertex One in May 2013 and is responsible for assisting the sales team with retail clients. She obtained her Bachelors of Business Administration, majoring in Marketing and International Business, from Simon Fraser University. She has completed the Canadian Securities Course through the Canadian Securities Institute. Janine has been involved with sales since 2008, most recently with Fidelity Investments Canada.

eastern

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.

Sean Hayes Vice President, Sales

GTA, Western Ontario

647-964-7438

Sean joined Vertex One Asset Management in September 2017. Based in Toronto, Sean focuses on client service and business development to retail clients within the GTA and Western Ontario. Sean is an industry veteran with more than 20 years of asset management experience encompassing traditional mutual funds, structured products and alternative investment solutions. Prior to joining Vertex One Asset Management, Sean successfully held senior sales roles at AGF Investments, TD Asset Management and CI Investments.

Joanna Dragif Inside Sales, Eastern Canada

416-306-0260

Joanna joined Vertex One in October 2014, as part of the Ontario retail sales team. She has been in the investment industry for 10 years and started her financial career as an investment representative for retail advisors, in her hometown of Montreal. Prior to working for Vertex One, she spent four years as a Business Development Manager for CIBC. Joanna studied finance and economics at the University of Western Ontario.

Private Wealth Services

David Wallin Vice President, Senior Portfolio Manager, Private & Institutional Wealth Services

604-681-5183

Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for business development and managing the portfolios of Private & Institutional clients. He has over 25 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 and is a licensed as a Portfolio Manager to oversee private client portfolios.

Jeannette Hogan Associate Portfolio Manager, Private Wealth Services

604-408-3164

Jeannette joined Vertex One in September 2005, and is responsible for managing the portfolios of private wealth clients. She holds a Bachelor of Science (Chemistry) and Bachelor of Music from the University of British Columbia. Prior to working at Vertex One, Jeannette worked with a prominent environmental consulting firm as an analytical chemist. Jeannette has passed Level I of the CFA exam. She has also completed the Canadian Securities Course, the Conduct and Practices Handbook Course, and the Partners, Directors and Senior Officers Exam through the Canadian Securities Institute. She is registered as an Associate Advising Representative and brings significant experience in compliance having been registered as a Chief Compliance Officer.

Naomi Fisher Associate, Private Wealth Services

Naomi joined Vertex One in the fall of 2010. She is responsible for supporting private wealth relationships by handling client inquiries and new account openings. 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.

Katie Howell-Jones Associate, Private Wealth Services

Katie joined Vertex One in the spring of 2014, and is a member of the private wealth team. She obtained her Bachelor of Arts degree, majoring in Political Science, from the University of Victoria. Katie holds a Master of Arts degree in Political Science from the University of Victoria and has completed the Canadian Securities Course and the Derivatives Fundamentals Course by the Canadian Securities Institute.