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 25 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 thirteen years of investment management experience, Jordan formerly traded proprietary capital as an equity trader for a major Canadian financial institution.
Jordan obtained his Certificate in Technical Analysis from the Canadian Securities Institute Inc. and holds the Chartered Investment Manager (CIM) designation. Furthermore, Jordan’s expertise and professionalism have earned him the coveted Fellow of the Canadian Securities Institute (FCSI) designation, the
pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Married with two children, and also a resident of Kelowna, Jordan lives an active lifestyle and enjoys spending time with his family.
Megan Nugent is the Office Manager at StoneCastle Investment Management Inc. She is a graduate from Okanagan College and has over ten years banking experience at one of Canada’s largest financial institutions.
Megan is a mother of four from Vancouver BC who chooses to live in Kelowna because of the unique lifestyle it offers her and her family. She enjoys volunteering within the community, being active and spending time with her family.