Founder and Portfolio Manager of StoneCastle Investment Management Inc. and a former portfolio manager for some of the largest investment dealers in Canada and the U.S., Bruce brings over 23 years of experience to fund management.
A graduate of the University of Alberta with a Bachelor of Commerce degree specializing in finance, Bruce has earned multiple designations in investment management.
An Associate Portfolio Manager at StoneCastle Investment Management Inc. with nine years of investment management experience, Jordan formerly traded proprietary capital as an equity trader for a major Canadian financial institution.
He is a Chartered Investment Manager (CIM) and is a level one candidate in the Chartered Financial Analyst (CFA) program.
Married with one son, and also a resident of Kelowna, Jordan enjoys playing the guitar, scuba diving, and visiting local wineries.
Lawrence (Larry) Berrigan is the principal of BerriganPartners, a Canadian-based investment services firm catering to trusted, dedicated wealth managers.
Larry has a BBA, Finance & Economics from Bishop’s University and in addition to being both a CFA and CAIA charter holder, has achieved his CIM (Certified Investment Manager) and FCSI (Fellow of the Canadian Securities Institute) designations. He has 25 years of experience in the investment industry working with Man Investments, Invesco Trimark, and Midland Walwyn.
Jackson demonstrated his passion for finance when he began actively investing in small cap equities through high school and into his post-secondary studies. With his unique research style, quantitative approach, and forward thinking, Jackson makes it his priorty to ensure that his team has the supporting data to remain competitive in the industry and with clients.
Jackson is currently pursuing a Bachelor of Business Administration degree specializing in finance at the Okanagan College. Jackson enjoys traveling, fine dining, brain-teasers, abstract art and exotic cars.