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 Society Leadership

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Patrick joined the Board of the CFA Society Calgary in 2016 and currently serves as President. 

Patrick is Vice President, Corporate Planning at Cenovus Energy.  Prior to his current role, he was a Director, Business Development at Husky Energy, and previously held positions as Executive Director at Morgan Stanley and as a manager in the in-house M&A team at BP plc. 

Patrick graduated with Distinction from the London School of Economics with an M.Sc. in Accounting and Finance in 2006, and from the University of Western Ontario with a BACS in Finance, Economics and Administration in 2005. Patrick became a CFA charterholder in 2010.

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​Bret Dunwoodie joined the board of CFA Society Calgary in July of 2016 and currently serves as Vice President.

Bret currently holds the position of Director at Steady Creek Business Solutions. Bret works with companies to develop their corporate strategy and financial plans. He has performed due diligence on acquisitions across a number of different industries and has taken a lead role in the acquisition integration process. Bret has also led the development and implementation of business processes to enhance operations at a number of different corporations.

Bret holds a Mechanical Engineering degree from the University of Alberta, an MBA in Finance from the University of Calgary and he is a CFA charterholder.
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​Jessica joined the Board of CFA Society Calgary in 2018 and currently serves as Treasurer. 

Jessica is an Associate in Equity Research at Scotiabank. Prior to joining Scotiabank, Jessica was a Senior Accountant within the Assurance Practice at Ernst & Young (EY), where she earned her Chartered Professional Accounting (CPA) designation. Jessica also sits on the Board of Directors of Vertigo Theatre.

Jessica holds a Bachelor of Commerce degree in finance (with distinction) from the Haskayne School of Business at the University of Calgary and is a CFA charterholder.
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Dean joined the Board of CFA Society Calgary in 2020 and currently serves as Secretary. 

He is currently the Director of Corporate Development at Arnett & Burgess Pipeliners, a Calgary based pipeline and facility construction company. Prior to joining Arnett & Burgess, Dean worked in the energy lending sector as an Associate at a major Canadian bank, and began his career working as a Joint Venture auditor. 

Dean holds a Bachelor of Commerce degree majoring in Finance from the University of Calgary, and is a CFA charterholder.

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Jamie joined the Board of CFA Society Calgary in July 2014 and currently serves as Past-President. 

He has over 15 years of financial industry experience, gained in diverse roles in Calgary. 
Jamie graduated from the University of British Columbia with a B.Comm., Finance. He is a CFA charterholder, and has completed the Canadian Securities Course. 

Jamie formerly volunteered with The Calgary Foundation and Mount Royal University. He enjoys playing tennis and being active outdoors with his family.

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For over 15 years, Frederico has held senior investment positions at several global banks, such as Santander, Deutsche bank, and Itaú BBA, and joined HSBC Private Wealth Services in 2017. He has built an international career in roles including Equity Research and Private Fixed Income Analyst, Equity Sales Trader, Equity Portfolio Adviser and Investment Counsellor. In 2020, he became the Vice President & Investment Counsellor at HSBC Private Wealth Services in Canada. 

Frederico is a Chartered Financial Analyst (CFA) charterholder and also holds a Master of Business Administration (MBA) from Rotman Business School - University of Toronto with a specialization in finance and major in Funds Management.
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Julian is the CEO and Chief Investment Officer of Accelerate. Prior to founding Accelerate in February 2018, he was the Chief Investment Officer of Ross Smith Asset Management where he managed a number of award-winning alternative investment strategies for nearly a decade. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is the Chairman of Bitcoin Well and a Director of the CFA Society Calgary. 

Julian attended the University of Manitoba where he graduated with a Bachelors of Science (Engineering) and a Bachelors of Commerce (Finance), both with distinction. Julian is a Chartered Financial Analyst (CFA) charterholder. 

Julian has been featured in some of the world's top financial and business media including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider and The Globe and Mail. He is the author of the book 
Reminiscences of a Hedge Fund Operator and host of the Absolute Return Podcast.

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Heather joined the Board of the CFA Society Calgary in July 2020 and currently serves as a Director.

Heather is an Investment Counsellor with RBC PH&N Investment Counsel. Her purpose is to serve as a family financial steward for a select group of clients to help them enjoy the freedom to pursue the things they are most passionate about. 

Heather has been in the investment industry over 20 years. She spent the bulk of her career with Franklin Bissett Investment Management in Calgary where she was lead portfolio manager for a suite of Canadian fixed income mutual funds and segregated portfolios with assets under management of approximately $5 billion. She started working with individual private clients in 2017, a move which enabled her to connect directly with the clients whom she serves. 

Heather is a CFA charterholder and earned a Bachelor of Administration degree from the University of Regina.

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Jaclyn leads ATB Investment Management Inc.'s Institutional Portfolio Management and Research teams, providing strategic direction and working closely with both clients and external partners. 

Since entering the workforce in 2002, Jaclyn has worked in various roles with large financial institutions. Her career in investment management began in 2006 when she left banking to join the Nova Scotia Pension Corporation. Her most recent role, prior to joining ATB Investment Management Inc. in 2018, was as Treasurer and Director of Investments at the University of Calgary where she was responsible for overseeing the university's investments.  


Jaclyn earned her CFA charter in 2011. She also has a Bachelor of Commerce degree from Queen's University and an MBA from Dalhousie University. 

Jaclyn has lived and worked in BC, Nova Scotia, Saskatchewan, and Ontario. After moving to Alberta in 2014, her family settled in NW Calgary. Staying active in the community is one of her priorities and since moving to Calgary, she has volunteered with the Calgary CFA society and the Calgary Portfolio Management Trust program at the University of Calgary. In 2017 she co-founded the Calgary chapter of Women in Capital Markets (WCM).

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​Alex joined the Board of CFA Society Calgary in 2020 and currently serves as a Director.

Alex currently holds the position of Senior Engineer at ENMAX Corporation. Prior to joining ENMAX, he was Vice President in Deals Practice at PricewaterhouseCoopers (PwC). Alex's previous experience also includes senior roles with TC Energy, Capital Power, the Government of Alberta, and Harbin Power Engineering Company. He has over 20 years of experience with utility assets and is particularly apt at integrating engineering insights into financial and commercial strategies. 

Alex holds a M.A. in Economics and Finance from the University of Alberta, a M.A. in Economics from the University of the Philippines, and a B.Sc. in Electrical Engineering from Xi'an Jiaotong University, China. He is a CFA charterholder, a registered Professional Engineer (P.Eng.), and a certified Project Management Professional (PMP).



 Society Staff

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​Jade joined CFA Society Calgary in September of 2012 with a primary focus on event management, and currently holds the position of Executive Director. Jade is a leader who thrives in high-pressure and fast-paced situations and is passionate about building positive relationships with all society stakeholders, including members, volunteers, and partners.  


Jade has over 20 years of event management and production experience, which brings the benefits of a diversified skill set such as management, strategic direction, and strong communication. She is an active volunteer within the events community and is the Immediate Past President of Meeting Professionals International Calgary Chapter.

​Carlene joined CFA Society Calgary in 2016 and is currently the Events Manager. Carlene is responsible for the planning and execution of all the Society's regular educational programming as well as member and candidate events. Prior to coming to CFA Society Calgary, she completed a graduate program in event management in London, UK.

 

Carlene holds a Bachelor of Commerce degree in Marketing & Tourism Management from Haskayne School of Business at the University of Calgary.


​Sofia joined CFA Society Calgary in May 2019, focusing on the society's marketing and member service needs. She oversees the development of marketing activities and promotion of the Society's mission initiatives, and is responsible for planning, execution, and measurement of marketing and communications programs and initiatives at the society.

 

Sofia holds a Bachelor of Commerce degree with a Marketing major from the University of Calgary's Haskayne School of Business.




 Past Presidents

Gernot Schnegelsberg   1976-1977
Alistair S. Thomson   1977-1978
Thomas H. Loucks   1978-1979
Gerald A. Cooper-Key, CFA   1979-1980
Leighton Frederick Pullen, CFA   1981-1982
Randal L. Oliver, CFA   1982-1983
Brian L. Gallen, CFA   1983-1984
Wilfred A. Gobert, CFA   1984-1985
John R. Rawlyck, CFA   1985-1986
Nancy Jane Grant, CFA   1986-1987
Donald T. Ferris, CFA   1987-1988
Mary E. Waterous, CFA   1988-1989
Ronald T. Abraham, CFA   1989-1990
Mike A. Quinn, CFA   1990-1991
Brian L. Ward, CFA 1991-1992
Robert G.G. Currie, CFA   1992-1993
John N. Grecu, CFA   1993-1994
William R. MacLachlan, CFA   1994-1995​
James F. Cameron, CFA   1995-1996
Debra Giles, CFA   1996-1997
Gary J. Feltham, CFA   1997-1998
Elizabeth F. Lunney, CFA   1998-1999
Kenneth W. Rowan, CFA   1999-2000
Shondell J. Sabad, CFA   2000-2001
E. A. Tony Zaremba, CFA   2001-2002
Elizabeth Hamilton-Keen, CFA   2002-2003
Stuart H. Parnell, CFA   2003-2004
Craig D. Senyk, CFA   2004-2005
Blaine Alexander Lennox, CFA   2005-2006
Claudio R. Gagliardi, CFA   2006-2007
Wes Peters, CFA   2007-2008 
Robert C. Cook, CFA   2008-2009
Vern Malcolm, CFA   2009-2010
Robert C. Cooper, CFA   2010-2011
Derek M. Wheatley, CFA   2011-2012
Carl L. Landry, CFA   2012-2013
Chris Hooper, CFA   2013-2014 
Matthew Andrade, CFA   2014-2015
Amanda Ross, CFA   2015-2016 
Daniel Spencer, CFA   2016-2017
James Chisholm, CFA   2017-2018
Michael Burnyeat​, CFA  ​ 2018-2019
Barbara Bauer, CFA    2019-2020
Jamie Major, CFA     2020-2021

 ‭(Hidden)‬ P. Presidents - Old

 ‭(Hidden)‬ Leadership FY20