Fixed Income Management & Research

If you would like to know more about an individual member of McLean Budden please click on the team member below:

Jeremy Bau

Cort Conover

Adam Gregg

Soami Kohly

Peter Kotsopoulos

Paul Marcogliese

Cindy Neville

Robert Spector

 

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J. L. (Jeremy) Bau
Assistant Money Market Trader
•    Honours B.A. (Economics), McMaster University
•    Two years with Bull Capital Management Inc. as an
      analyst
•    Joined McLean Budden in 2009 as an assistant
      money market  trader

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C. B. (Cort) Conover
Vice President
•    B.A., University of Western Ontario
•    Chartered Financial Analyst (CFA)
•    Three years at Spectrum United marketing mutual
     funds
•    Joined McLean Budden in 1994 specializing in fixed
     income management
•    Member of the following teams: Fixed Income

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D. A. (Adam) Gregg
Vice President
•    B.A. (Economics), University of Western Ontario
•    Graduate Diploma in Public Accountancy, McGill
      University
•    Chartered Accountant (CA)
•    Three years at KPMG as a staff and senior auditor
•    Six years at Manulife Financial progressing to Credit
      Analyst
•    Joined McLean Budden in 2004 specializing in credit
     analysis
•    Member of the following teams: Fixed Income

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S. (Soami) Kohly
Vice President
•    Honours BSc., University of Western Ontario
•    Twelve years with Hewitt Associates as actuarial
     consultant and business developer
•    Two years with RBC Capital Markets, Associate
     analyst covering insurance industry
•    One year with RBC Capital Markets, Vice President
     Financial Products Marketing, Head of Liability Driven
     Investing business
•    Product Specialist on the following team: 
     Fixed Income
•    Joined McLean Budden in March 2009

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P. (Peter) Kotsopoulos
Executive Vice President and Managing Director
•    B.A. (Economics), Wilfrid Laurier University
•    Chartered Financial Analyst (CFA)
•    Six years with Royal Insurance as investment analyst
     and fixed income portfolio manager
•    Joined McLean Budden in 1995 as a bond analyst and
     fixed income trader
•    Member of the following teams: Fixed Income and
     Asset Mix

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P. A. (Paul) Marcogliese
Vice President
•    Bachelor of Mathematics, Honours Business
     Administration, Option Management Systems, Co-op
     Program; University of Waterloo
•    Chartered Financial Analyst (CFA)
•    Joined McLean Budden in 1999 as a money market
     trader
•    Member of the following teams: Fixed Income

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C. S. (Cindy) Neville
Vice President
•    B.B.A., Wilfrid Laurier University
•    Chartered Financial Analyst (CFA)
•    MFin, University of Toronto
•    One year with RBC Investments Financial Planning as
     an Associate
•    Joined McLean Budden in 2004, as a money market
     trader
•    Member of the following team: Fixed Income

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 R.(Robert) Spector
Vice President, Chief Economist
•     B.A. (Economics), McGill University
•     M.A. (Economics), University of Western Ontario
•     Chartered Financial Analyst (CFA)
•     Five years with the Bank Credit Analyst Research
      Group as a U.S. economist & strategist
•     Two years with Nesbitt Burns as a financial economist
•     Five years with Merrill Lynch Canada as Senior
      Economist & Strategist, Head of Canadian Economics
      and Chief Strategist
•     Joined McLean Budden in 2005 as Chief Economist
•     Member of the following teams: Asset Mix and Fixed
       Income

 

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institutions@mcleanbudden.com

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