Sign In

 Society Leadership

​Nilesh Paray, CFA
President
Nilesh B Paray headshot.jpg
Nilesh joined Pangman Development Corporation in 2018 as Director of Finance. After starting his career at Goldman Sachs in London, he transitioned to hedge fund investments and more recently to real estate investments.

In addition to his experience investing in real estate development opportunities, Nilesh brings an impressive breadth and depth of education to all his endeavors.

Fluent in four languages, he graduated first in his class with a Master of Engineering in Electrical, Electronics and Communications Engineering from the University of Birmingham and McGill University. He earned his MBA from the University of Alberta in 2015, and he received his Chartered Financial Analyst (CFA) designation in 2017. In 2019, Nilesh was admitted to the Harvard Business School Investment and Management Program.

Nilesh is a lifelong learner whose favourite pastimes include travelling, learning new languages, reading about history, coaching his son's soccer team and cheering for Manchester United.
​Valerie Gibbs, CFA
Vice President
YEG board website headshots.png

Valerie brings more than ten years of experience in the finance industry to her role as an Investment Counsellor with RBC PH&N Investment Counsel. Supported by seasoned investment managers strategically located in key markets around the world, Valerie provides customized wealth management solutions to high net worth individuals, their families, businesses, foundations and not-for-profit organizations. She aims to provide peace of mind through prudent and responsible investment management. 

Valerie holds a Bachelor of Business Administration specialized in Finance. She holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Valerie has also completed the Wealth Management Essentials course, certificate in Coaching through Erickson College and received a diploma in International Trade.

Andrew Davis, CFA
Treasurer
Andrew.png

Mr. Davis joined AIMCo in 2021 as a Director of Client Relations, bringing 10 years of experience across institutional and private client markets. Prior to joining AIMCO, he served as a Director, Investment Services, with a $20Bn investment management firm, Letko Brosseau (2018-2020), where he oversaw more than 75 client relationships. He has also held investment management roles at Canadian Pacific Railway Company (2017-2018) and Nunavut Trust (2014-2017). He is a graduate of the University of Ottawa (B.Com., Specialization in Accounting), and is also a Chartered Professional Accountant (CPA, CA) and a CFA charterholder.  




​Kathy Marshall, CFA
Secretary
Kathy Marshall headshot.png

Kathy is Director, Client Relations at the Alberta Investment Management Corporation (AIMCo), a global institutional investment firm with approximately (CAD) $110 billion in AUM.  In this role she supports AIMCo's large clients and stakeholders advising on all aspects on institutional investments. 

Prior to joining AIMCo, Kathy oversaw the large public equity manager program at BCI, anther global institutional investment firm.

Kathy has an undergraduate degree in International Relations from UBC, a Masters in Business Administration from the University of Hartford and was awarded the CFA charter in 2011. 
​Rex Alex, CFA
Past President
Rex headshot.png
​​​With over 22 years of experience in banking and risk management, Rex currently works as an Assistant Vice President at CWB Financial Group, providing risk management oversight against operational, fraud, technology and cyber security risks. Rex gained his risk management expertise working with various Canadian Schedule I and Schedule II Banks, Crown Corporations as well as International Financial Organizations. Rex also teaches at the Concordia University of Edmonton as a Sessional Instructor and is a member of the Program Review Committee at NAIT.

Rex Joined the CFA Society Edmonton Board of Directors in July 2015. He actively supports and mentors candidates focused on writing exams & obtaining the CFA Charter.
  
Rex has a Master's in Business Administration and Bachelors in Science degrees and was awarded his CFA Charter in 2013. He has also completed Executive level courses at Schulich Business School and New York Institute of Finance.

​Adnan Brkic, CFA
Director
Rex headshot.png

Adnan brings over 10 years of investment consulting experience as a Regional Director at CIBC Asset Management & Renaissance Investments. He graduated from Simon Fraser University with a Bachelor of Business Administration and received his Chartered Financial Analyst (CFA) designation in 2018.

Adnan is passionate about all things related to finance, consulting, and technology.

Adnan is an avid traveller and is always in search of new and interesting cuisine. When he's not sailing or windsurfing, Adnan can be found most weekends taking his dog, Choi, for a local hike or a walk by the river valley.




Patrick Carleton, CFA 
Director

​Patrick brings broad and deep experience, and extensive credentials in financial management to the CFA Society Edmonton board. Prior to investment management industry, Patrick held progressively senior management roles in large public companies, for over 20 years including 15 years with ATCO Group of Companies. Patrick has led financial reporting, strategic planning and analysis, compliance, operational accounting and treasury functions. Patrick is currently Equity Markets Managing Director at Accountability Capital Management, responsible for developing and implementing active strategies including hedging and yield enhancement techniques, and risk management. 

Patrick's credentials include
 BCom, MBA, CPA, CMA, CGA, CPA (U.S), CGMA (U.S). He is also a CFA charterholder.

​Ian Quigley, CFA 
Director
Ian Headshot.jpg

Ian founded the registered portfolio management firm, Qube Investments in 2011. Qube currently manages over $350M in private wealth, while employing a small team of local finance professionals and students. Qube passionately follows a valuation-based investment methodology.

 

Ian's academic training includes a graduate degree in Business Administration (MBA), as well as an undergraduate degree in research and analysis (Honors Program Physical Geography). Both from the University of Alberta. Prior to this, he attended the Northern Alberta Institute of Technology (NAIT) completing an honors diploma in Finance and has completed the study programs for the CFP, CIM, CLU, SIPC and CEA designations. Ian hopes to complete the MQE from the CBV program in Sept of 2022.

 

In his spare time, Ian loves to sport climb, bicycle and motorbike backroads in Canada and beyond. He has two daughters that greatly define his life and was lucky enough to have married the love of his life over 30 years ago. He also has a dog named Roary.

​Walter Viale, CFA
Director
Walter.png

Walter Viale is a Chartered Financial Analyst (CFA), Master in Business Administration (MBA) with specialization in Finance and Energy, Actuary, and Bachelor of Commerce majored in Finance with 22 years of treasury and corporate finance professional experience in the Oil, Natural Gas, LPG, Renewable Energy, Power Generation, Tobacco, Post-Secondary Education, and Government sectors.  

Has contracted for large publicly traded, privately owned, post-secondary education, and governmental organizations for the past 22 years. Enjoys working in the field of finance, treasury, and energy and has worked on a number of remote sites in Canada and abroad in both intermediate and senior roles.  

As a professional committed to the investment, finance, and broader business community, Walter has been a member of the Argentinean Finance Executive Association (IAEF) and actively volunteers and participates in educational, professional, and non-for profit associations in Edmonton, Canada; promoting dialogue and connection among students, young professionals, and business communities as well as providing finance guidance, acumen, and governance to non-for profit boards. 

He is currently working for Strathcona County as a Senior Cash Management Advisor leading, guiding, and empowering the Cash Management and Investment teams.

 ‭(Hidden)‬ Society Leadership FY20

 ‭(Hidden)‬ Committees

Education Committee
Valerie Gibbs, CFA

Christophe Voegeli, BSc, CFP, CLU, CFA

Member Engagement Committee


Future Professionals
UPDATE

 Past Presidents

Rex Alex, CFA | 2020 - 2022
Stephen J. Thompson, CFA | 2018 - 2020​
Rod Babineau, CFA | 2016 - 2018​
Brett Kimak, CFA | 2014 - 2016 
Chris Turchansky, | CFA 2012 - 2014
Aaron Brown, CFA | 2010 - 2012
David Lawson, CFA | 2009 - 2010
Linnea McKercher, CFA | 2008 - 2009
Keith Walton, CFA | 2007 - 2008
Randell William Garvey, CFA | 2006 - 2007
M. Blake Walker, CFA | 2005 - 2006
Kevin Alan Spitzmacher, CFA | 2004 - 2005
Savvas Pallaris, CFA | 2003 - 2004
Stefan John Cowell, CFA | 2002-2003
Christian Robert Strigl, CFA | 2001-2002
Jason T. Baba, CFA | 2000-2001
Ian C. Madsen, CFA | 1999-2000
Christopher R.L.Jones, CFA | 1998-1999
F. Bruce Allen, CFA   1997-1998
Richard R. Masson, CFA | 1996-1997
M. Catherine Tuckwell, CFA | 1995-1996
Douglas P. Stratton, CFA | 1993-1995
Maria Holowinsky, CFA | 1992-1993
Karen E. Cook, CFA | 1990-1991
Valmon Arthur Vaillant, CFA | 1989-1990
David D. Schuster, CFA | 1988-1989
Lex A. Kerkovius, CFA | 1987-1988
Patricia A. Muzyk, CFA | 1986-1987
John C.A. Hagen, CFA | 1986-1987
Vida I. Grace | 1984-1986
K. Geoffrey Waters, CFA | 1983-1984
Douglas Peter Penner, CFA | 1982-1983
Shirley C. Didluck | 1982-1983
Robin D. McLean, CFA | 1981-1982
Josef I. Schachter, CFA | 1980-1981
Lorne V. Silverstein | 1979-1980
Leon R. Cender, CFA | 1978-1979
Brian J. Hornby | 1977-1978
Barbara J. Belch | 1976-1977
​Barbara J. McDougall | 1976-1977​

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.