Grace has a BBA in Professional Accounting and Finance from Hong Kong University of Science and Technology and is a Chartered Accountant.
She has 3 years of experience in accounting and 4 years in sell-side Equity Research. Her most recent role was Equity Research Analyst at Morgan Stanley Hong Kong.
For the summer, Grace interned at PSP Investments in the Fundamental Equity Strategies team.
Jose Paul Alancherry
Jose has a BBA Finance from Wichita State University and is a CFA Charterholder.
He has over 5 years of experience in both sell-side and buy-side in Emerging Markets, specifically the MENA region. His most recent role was managing a mid-size mutual fund.
In the summer, Jose interned with TD Asset Management, in the Fundamental Equities team.
Artur holds a Bachelor’s degree in Economics from York University in Toronto. Prior to his MBA, he worked at RBC in various capacities, most recently in the Wealth Management managed products group.
Guleeka holds a Bachelor's degree in Commerce from University of Delhi and is has cleared Level I and II of the CFA examination.
Prior to his MBA, Guleeka has worked in Audit and Corporate Finance.
For her internship, Guleeka worked as a Summer Co-op in the Product Strategy & Integration team at CIBC.
Sean holds an HBA in Psychology from Wilfrid Laurier University and has passed the Level I and II exams for the CFA program.
Prior to Rotman, Sean spent three and half years with the Retail Distribution team at Mackenzie Investments, wholesaling Exchange Traded Funds and Mutual Funds to its third party bank broker clients.
For his summer internship, Sean worked with Canada Life as an Investment Analyst in the Private Debt Investments Team
Shamil has a Bachelor of Science in Management from Purdue University.
Prior to his MBA, he has worked for over 4 years in the sell-side and buy-side primarily focusing on global flows and asset allocation.
In the summer, Shamil worked with the eBay strategy team.
VP Operations & Resources
Lu holds a Master’s degree in finance and is a CFA charter holder.
Prior to his MBA, Lu had work experience in M&A advisory, investment banking and private equity investments.
VP Professional Programs
Jonathan has a Bachelor of Commerce with a Specialist in Public Accounting from University of Toronto. He has passed CPA exam and pending certification.
Along with his Master of Finance study, Jonathan is working full time at Deloitte Toronto office. He provides consulting services on operating model design and transformation.
Jonathan has experiences in both public and private companies in the financial services, consumer business, health care, public services and manufacturing business industries.
VP Portfolio Management
Ponappa (Ponna) Aiyanna
Ponna holds an engineering degree with a major in Electronics and Communication and has also cleared all three levels of the CFA program.
Prior to his MBA, he worked on the sell-side for close to four years across credit trading and research
For his internship in the summer, he worked at the Ontario Teachers' Pension Plan’s Global Credit desk.
VP Special Events
Jessica has a Bachelor of Arts in Business Economics from Brown University and has also cleared all three levels of the CFA program.
She has five years of work experience, including time spent in financial services and asset management
For her internship, Jessica worked with Scotiabank as an Equity Research Summer Associate in the summer.
VP Private Equity
Stephen is a Chartered Accountant and a CFA Charterholder.
He has over 5 years of corporate and infrastructure finance experience in Africa and other Emerging Markets. Prior to his MBA, he worked for a Private Equity firm with primary focus on Renewable Energy investments in Mexico, India and Vietnam.
Viktor has a Bachelor’s degree in Economics and a Master’s degree in Finance from Yuriy Fedkovych Chernivtsi National University and is a CFA Charter holder.
He has over 8 years of experience in corporate banking and financial consulting. His most recent role was a senior financial analyst at Goldman Milestone, where he provided strategic financial and investment consultancy services.
For his internship, Viktor is currently working at Scotiabank as an Equity Research Associate.
Saloni has a Bachelors and Masters in Commerce (Accounting & Finance) from University of Mumbai and has passed three levels of the CFA Program.
She has five years of work experience spanning sell-side, financial inclusion, impact investing and financial journalism.
In the summer, Saloni worked with TD Asset Management in the Fixed Income (Investment Grade) Research team.
James holds a BBA in International Business from Temple University and MSc from Lund University in International Economics.
He has 5 years of work experience in the financial services industry including capital allocation for alternative investment managers and asset allocation for HNWI client portfolios.
Yuqi (Elaine) Zhu
Yuqi has a dual Bachelor of Finance and Financial Management. Also, she has a Master of Accounting.
Prior to her MBA, she has worked for 6 years in startup company and largest Investment Bank in China, evaluating and supporting investment and finance decisions.