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Asset Allocation Committee
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John P. Mulvihill CFA, Chairman & CEO
John has enjoyed a lengthy and distinguished career, serving
in such positions as Vice President of Equity Investments
for Crown Life Insurance Company from 1983 to 1985.
In 1985, he became Senior Vice President of Equity for Canada
Trust Investment Counsel, and remained in the capacity until
1989 when he assumed the responsibilities of Chairman and
CEO of Canada Trust Investment Counsel, the company he eventually
purchased and renamed Mulvihill Capital Management in 1995.
John has been affiliated with several professional organizations,
including Public Governor of the Toronto Stock Exchange,
Trustee of University Health Network and Director of 13
exchange-traded funds. Additionally he served as past Director
of Meridian Securities International Limited (now CT Securities)
Accel Capital Partnership Ltd., Derlan Industries, Helix
Investments Ltd., ICIC Holdings Ltd. and Medokrisp Food
Systems Ltd.
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Jack Way CFA, Vice President Equities
Foreign Equity team leader and member of Equity investment team. Globally responsible
for research of Energy and Industrial sectors. Member of the asset allocation committee.
Jack has 39 years investment experience, 11 with Mulvihill Capital Management. Jack
is a CFA charter holder and has a B.A. in Economics from Hobart College, Geneva
N.Y.
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Peggy Shiu CFA, Vice President Equities
Member of Equity investment team. Globally responsible for
research for Materials and Information Technology sectors.
Member of the asset allocation committee. Peggy has 14 years
investment experience, all with Mulvihill Capital Management.
Peggy is a CFA charter holder and has a Honours B. Commerce
from the University of Toronto.
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John D. Germain CFA, Senior Vice President Structured Products
Responsible for overall portfolio and operational management
within the Structured Products Group. Member of asset allocation
committee. Globally responsible for research of the Financial and Utility sectors.
John has 17 years investment experience, 13 with Mulvihill Capital Management. John is a CFA charter holder, has a Honours Business Administration from the University of Windsor and has his Canadian Options Licensing Course.
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Additional Management Team Members
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Sheila Szela CA, CFA, Vice President & CFO
Responsible day-to-day financial operations, including financial reporting, taxation, and the review and monitoring of financial and operational controls. Sheila has 13 years of investment industry experience, 7 ½ years with Mulvihill Capital Management. Sheila is a chartered accountant, a CFA charter holder, and has a B. Commerce from McMaster University.
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Supriya Kapoor CPA, Vice President & Chief Compliance Officer
Responsible for managing all aspects of the corporate compliance
program including policy development and implementation, regulatory
issues, internal quality assurance reviews and standards of conduct.
Also serves as Chief Privacy and Anti-Money Laundering Officer.
Supriya has been with Mulvihill since October 2004 and has been
in the investment/financial services industry for over 19 years.
Supriya has held compliance positions at Assante Advisory Services,
BMO Mutual Funds and Manulife Financial. Supriya is a Certified
Public Accountant, Delaware, and has an Honours B.Sc. from Queen's
University.
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