Our Team

Executive Team

David Patterson-Cole

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. 

view full profile »

view resumé »

Cameron Sucharda

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.

view full profile »

view resumé »

Tracy Li

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.

view full profile »

view resumé »

Portfolio Managers

Adam Carnicelli

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.

view full profile »

view resumé »

Adam Klingbaum

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.

view full profile »

view resumé »

Andrei Florescu

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.

view full profile »

view resumé »

Brendan Blaikie

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.

view full profile »

view resumé »

Charan Arulmani

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.

view full profile »

view resumé »

Eileen Smith

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.

view full profile »

view resumé »

Ioulia Malamoud

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.

view full profile »

view resumé »

Irena Petkovic

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.

view full profile »

view resumé »

Jon Allion

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

view full profile »

view resumé »

Josh Bitonte

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.

view full profile »

view resumé »

Josh Morris

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.

view full profile »

view resumé »

Liam Loewen

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.

view full profile »

view resumé »

Michael Benzinger

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.

view full profile »

view resumé »

Neil Shah

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.

view full profile »

view resumé »

Shun Yao

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.

view full profile »

view resumé »

Walid Herzallah

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.

view full profile »

view resumé »

Analysts

Connor Steckly

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.

view full profile »

view resumé »

Inaara Panjwani

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.

view full profile »

view resumé »

Jake Clements

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.

view full profile »

view resumé »

Liat Fainman-Adelman

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.

view full profile »

view resumé »

Linna Li

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.

view full profile »

view resumé »

Mark Nerland

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.

view full profile »

view resumé »

Mathew Andreou

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.

view full profile »

view resumé »

Matthew Ferreira

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.

view full profile »

view resumé »

Mircea Barcan

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.

view full profile »

view resumé »

Susie Liu

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.

view full profile »

view resumé »

Junior Analysts

Bronwyn Ferris

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

Nicholas Gakena

Junior Analyst

Nicholas is in his first year of the Queen’s Commerce program. He is currently a Junior Analyst on QUIC.