I grew up in the investment industry. My dad was also an advisor. I watched, learned and was inspired by him, and today, after 30 years in the business myself, I take my inspiration from creating opportunities for the next generation of high-caliber investment managers.
I believe in sustainability and social governance, and I will always advocate for emerging advisory talent, especially those who are often the most underrepresented in the financial sector. That is why I founded Emerge Capital Management Inc. and Emerge Canada Inc..
I am passionate about bringing forth new investment strategies for professional advisors and institutions by focusing on investment opportunities that uphold a high standard of sustainability and social governance. And at my core, I’m a builder. I love identifying and launching new investment strategies to help support and service advisors in the industry and I am a champion for DE&I initiatives across the industry.
President, CEO, Founder
In my 30+ years in the industry, I have almost always been involved in the making and baking of new investment strategies, products, platforms, sales forces, and the building of new stories.
I love it. It delights me to see the small, emerging, and talented investment managers dare to market their strategies in the face of a never-ending list of hurdles. I believe in the spirit of the entrepreneur and their right to try.
I was thrown into the industry growing up, as I frequently worked weekends with my father who was an advisor, helping with mailings and filings, being carted around after school as he dropped off client paperwork. He was a great advisor; he knew what it meant to his family and his client service was superb.
Unfortunately, in this industry, most professional advisors do not have access to talented emerging investment managers and more specifically talented women portfolio managers. They are deemed too risky by their firms or in the case of women they may lack an independent track record, because they have less than $5 billion and less than a five-year track record and a small staff, and the list goes on. The truth though is that professional advisors of all firm types (RIA/BD/FO) need a selection of talented and vetted managers whether they are women or emerging managers or just exceptional investment managers because they outperform. Talented are terribly underserved in the retail channel space and that is why we intend to level the playing field.
Emerging Managers haven’t over systemized the risk out of their strategies, therefore they still have creativity. The stock picker isn’t so far away from the final portfolio that they can’t see the benefit or feel the value of their input. Emerging Managers have lots of challenges, but their freedom of thought and action can produce great results in their determination.
In my previous role, as a Partner at Sandhill Investment Management, I worked very closely with the challenges facing Emerging Managers. And I saw a broad opportunity not only in their distribution but also in guiding and helping them to put their best opportunity forward. I firmly believe that all I have learned over the years can help make a difference. I am passionate about client service, advisor support…and never, never, ever giving up.