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Name | Titel | Seit | Bis |
---|---|---|---|
Jeffrey S. Herold | Partner | 2013 | 2020 |
Biografie | Jeff Herold is Chief Executive Officer at J. Zechner Associates, where he has been the Lead Fixed Income Manager for 21 years. He joined J. Zechner Associates as a Partner in 1997. His responsibilities have included all fixed income portfolio management as well as asset mix strategy for balanced portfolios. Jeff has a Bachelor of Commerce from the University of Toronto and is a Chartered Financial Analyst. Jeff has been managing institutional, pension and mutual fund investments since 1978. | ||
Dax Letham | Analyst | 2013 | 2020 |
Biografie | Dax Letham is Chief Investment Officer at J. Zechner Associates, and has been with the firm since 2003. His responsibilities include trading equity, bond and money market securities, as well as providing investment strategies and recommendations to the portfolio managers and their teams. Dax sits on the Equity, Fixed Income and Hedged Fund Investment teams. Dax is a Chartered Financial Analyst, a Chartered Professional Accountant, and a Certified Management Accountant and holds a Master’s in Business Administration from the Ivey School of Business at the University of Western Ontario. | ||
Ian Clare | Portfolio Manager | 2013 | 2020 |
Biografie | Ian Clare joined J. Zechner Associates in 2013, and is part of the Fixed Income team. Ian brings more than 15 years of fixed income experience, including working with Bank of Montreal and pension plan managers. He has expertise in both public and private fixed income credit markets, covering analysis, trading and management of both investment grade and non-investment grade and high yield bonds, leveraged loans and credit derivatives. Ian holds a Bachelor of Commerce from the University of Toronto and is a Chartered Financial Analyst. |
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