Our Team
Executive Team
David Patterson-Cole
Chief Executive Officer
David is in his fourth year of the Queen’s Commerce program. He is currently the Chief Executive Officer. Previously, he was a Portfolio Manager for the Energy & Utilities sector.
Cameron Sucharda
Chief Investment Officer
Cameron is in his fourth year of the Queen’s Commerce program. He is currently the Chief Investment Officer. Previously, he was a Portfolio Manager for the Industrials sector.
Tracy Li
Chief Strategy Officer
Tracy is in her fourth year of the Queen’s Commerce program. She is currently the Chief Strategy Officer. Previously, she was a Portfolio Manager for the Metals & Mining sector.
Portfolio Managers
Adam Carnicelli
Portfolio Manager - Financial Institutions Sector
Adam is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Financial Institutions sector on QUIC.Mentors: Brendan O’Grady, Principal – Sandia Holdings; Sean Christopher, Investment Analyst – Phillips, Hager & North.
Adam Klingbaum
Portfolio Manager - Technology, Media, & Telecomm Sector
Adam is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Tech, Media & Telecommunications sector.Mentors: Robbie Mitchnick, MBA Candidate – Stanford GSB; Nick Bartakovich, Analyst – Goldman Sachs.
Andrei Florescu
Portfolio Manager - Consumers & Healthcare Sector
Andrei is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Consumers & Healthcare sector on QUIC.Mentors: Anson Kwok, Analyst – Goldman Sachs; Farzeen Ghorashy, Corporate Strategy – WME | IMG.
Brendan Blaikie
Portfolio Manager - Cash Yield Sector
Brendan is in his fourth of five years of the Queen’s Commerce / Bachelor of Economics dual degree. He is currently a Portfolio Manager for the Cash Yield sector.Mentors: Will Zed, Analyst – General Atlantic; Thomas Goldthorpe, Equity Research Analyst – Fidelity Investments.
Charan Arulmani
Portfolio Manager - Metals & Mining Sector
Charan is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Metals & Mining sector on QUIC.Mentors: Andrew Miskiewicz, Associate – Blackstone Group; TJ Sutter, Director – RBC Capital Markets.
Eileen Smith
Portfolio Manager - Mining & Metals Sector
Eileen is in her fourth yearof the Queen’s Commerce program. She is currently a Portfolio Manager for the Metals & Mining sector on QUIC.Mentors: Jeff Gallant, Founder – Capitalize for Kids; Mark Vesely, MBA Candidate – Harvard Business School.
Ioulia Malamoud
Portfolio Manager - Consumers & Healthcare Sector
Ioulia is in her third year of the Queen’s Commerce program. She is currently a Portfolio Manager for the Consumers & Healthcare sector on QUIC.Mentors: Thomas Lee, Analyst – Cantillon Capital Management; Paul Edwards, Director – Onex Corporation.
Irena Petkovic
Portfolio Manager - Financial Institutions Sector
Irena is in her third year of the Queen’s Commerce program. She is currently a Portfolio Manager for the Financial Institutions sector on QUIC.Mentors: Rohan Wadhwa, Senior Consultant – Oliver Wyman; Colin Bergman, Analyst – BMO Investment Bank.
Jon Allion
Sr. Portfolio Manager - Consumers & Healthcare Sector
Jon is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Consumers & Healthcare sector on QUIC.Mentors: Jonathan Kelly, Partner – Brookfield; Adam Hetherington, MBA Candidate – Yale School of Management
Josh Bitonte
Portfolio Manager - Cash Yield Sector
Josh is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Cash Yield sector on QUIC.Mentors: Matthew Parrott, Associate – Apax Partners; Paul de Sadeleer, Analyst – Goldman Sachs.
Josh Morris
Portfolio Manager - Industrials Sector
Josh is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Industrials sector on QUIC.Mentors: Max Pelletier, Principal – Fierra Comox Partners; Thomas Klein, Equity Research – RBC Capital Markets.
Liam Loewen
Portfolio Manager - Energy & Utilities Sector
Liam is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Energy & Utilities sector on QUIC.Mentors: Steve Ripplinger, MBA Candidate – Wharton School; Chris Haliburton, Analyst – Goldman Sachs.
Michael Benzinger
Portfolio Manager - Energy & Utilities Sector
Michael is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Energy & Utilities sector on QUIC.
Mentors: Derek Lin, Investor – Yulan Capital; Mitch Schinbein, Associate – BC Partners.
Neil Shah
Portfolio Manager - Financial Institutions Sector
Neil is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Financial Institutions sector on QUIC.Mentors: Alex Oosterveen, CEO – Qualacare; David Wilson, Analyst – TD Investment Bank.
Shun Yao
Portfolio Manager - Technology, Media, & Telecomm Sector
Shun is in his fourth year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Tech, Media, and Telecommunications sector.Mentors: Judy Gong, Consultant – Accenture; Jon Skarsten, Sales Analyst – Home Equity Bank.
Walid Herzallah
Portfolio Manager - Industrials Sector
Walid is in his third year of the Queen’s Commerce program. He is currently a Portfolio Manager for the Industrials sector on QUIC.Mentors: Chris Bulla, Analyst – PointState Capital; Daniel Morris, Analyst – Sionna.
Analysts
Connor Steckly
Analyst - Consumers & Healthcare
Connor is in his 2nd year of Queen’s Commerce. He is currently an Analyst for the Consumers & Healthcare sector.Mentors: Greg Duggan, Investor – Alignvest Management Corp; Adam Cotterill, Analyst – RBC Investment Bank.
Inaara Panjwani
Analyst - Metals & Mining
Inaara is in her second year of the Queen’s Commerce program. She is currently an Analyst for the Metals & Mining sector.Mentors: Katie Hayes, MBA Candidate – Stanford Graduate Business School; Tom Kewley, Associate – WndrCo LLC.
Jake Clements
Analyst - Energy & Utilities
Jake is in his third year of the Queen’s Commerce program. He is currently an Analyst for the Energy & Utilities sector.Mentors: Jack Hayward, Analyst – Goldman Sachs Investment Bank; Andre Luk, Analyst – JP Morgan Investment Bank.
Liat Fainman-Adelman
Analyst - Financial Institutions
Liat is in her second year of the Queen’s Commerce program. She is currently an Analyst for the Financial Institutions sector.Mentors: Jeremy Mosher, Vice President – National Bank; Irene Keskinen, MBA Candidate – Harvard Business School.
Linna Li
Analyst - Financial Institutions
Linna is in her second year of the Queen’s Commerce program. She is currently an Analyst for the Financial Institutions sector.Mentors: Josh Wine, Analyst – Goldman Sachs; Lauren Wong, Analyst – Credit Suisse.
Mark Nerland
Analyst - Cash Yield
Mark is in his second year of the Queen’s Commerce program. He is currently an Analyst for the Cash Yield sector.Mentors: Sean Roberts, Principal – TPG Capital; Cam Bannon, Senior Associate – Onex Corporation.
Mathew Andreou
Analyst - Industrials
Mathew is in his second year of the Queen’s Commerce program. He is currently an Analyst for the Industrials sector.Mentors: Andrew Iu, Director of Research – Burgundy; Andrew Kosc, Associate Consultant – Bain & Co.
Matthew Ferreira
Analyst - Energy & Utilities
Matthew is in his second year of the Queen’s Commerce program. He is currently an Analyst for the Energy & Utilities sector.Mentors: Alex Mahoney, Research Associate – Fidelity Investments; Jack Ferris, Analyst – Goldman Sachs.
Mircea Barcan
Analyst - TMT
Mircea is in his second year of the Queen’s Commerce program. He is currently an Analyst for the Technology, Media, and Telecommunications sector.Mentors: Mo Gulamhusein, MBA Candidate – Harvard Business School; Danny Hertz, Analyst – Maverick Capital.
Susie Liu
Analyst - TMT
Susie is in her third year of the Queen’s Commerce program. She is currently an Analyst for the Technology, Media, and Telecommunications sector.Mentors: Russ Moore, Senior Associate Consultant – Bain & Company; Justin Herlick, Analyst – Blend.
Junior Analysts
Bronwyn Ferris
Junior Analyst
Bronwyn is in her first year of the Queen’s Commerce program. She is currently a Junior Analyst on QUIC.
Nicholas Gakena
Junior Analyst
Nicholas is in his first year of the Queen’s Commerce program. He is currently a Junior Analyst on QUIC.