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 Society Leadership

BOARD OF DIRECTORS

President

Sean Kulik, CPA,CA,CFA,CAIA


 

 


 

Sean has been a CFA Institute member since 2011. He is the Managing Director, Investments at Nunavut Trust, a closed endowment based in Ottawa. Sean focuses on overall asset allocation, manager selection, risk management, and portfolio monitoring. Sean is actively involved in the CFA Society of Ottawa, the CAIA Canada Chapter, and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CFA Charterholder, a CAIA Charterholder, and also a Chartered Accountant

 

 

 

 

Vice President

Roxana Lund, CFA





 

Roxana Lund is a ​Manager, Policy within the Government and Regulatory Affairs team of Brookfield Renewable.  In this role, Roxana is responsible for conducting economic and policy analysis to support Brookfield’s advocacy efforts, with a focus on increasing the recognition of Brookfield’s renewable energy portfolio in environmental markets, state policies and procurements.  Prior to joining Brookfield, Roxana worked as an Economist for the Canadian federal government at the Department of Finance, where she focused on resource and energy policy.  Roxana graduated with First Class Honors in Economics and a Master of Arts in Economics from McGill University and the University of British Columbia, respectively.  She is also a CFA charterholder.

 

Secretary

Ian Taylor, CFA


 


 


 

Ian is responsible for managing strategic and tactical asset allocation for more than $20 billion in MD portfolios, its Fund of Funds, and alternative investments.  He also leads the research and analyses behind MD’s investment views. He is a graduate of the University of Guelph with a commerce degree specializing in management economics in industry and finance. Ian is a CFA Charterholder and is currently the Education Chair for the CFA Society Ottawa.

Treasurer

Sid Rajan, CFA

                  

     
Sid Rajan is currently a Risk Manager at Canada Deposit Insurance Corporation (CDIC). In this role, he is responsible for assessing the risks associated with a portfolio of Canadian financial institutions, as well as the overall Canadian financial system. He has also contributed to advancing Canada’s response to banks being “too-big-to-fail”. Sid’s prior experience in the financial sector includes work at the Bank of Canada as well as Export Development Canada. Sid is a graduate of Queen’s University’s Master of Finance (MFin) program and holds a BComm specializing in Finance from the University of Ottawa. Sid has been a CFA Charterholder since 2011 and has been an active Society volunteer since 2017.

Past President

Welsey Blight, CFA


 


Wesley is a Portfolio Manager with MD Financial Management Inc. (MDFM). His responsibilities include being lead manager for the MDFM fixed income and balanced investments, including the Canadian Equity Segregated Portfolio within MD Private Investment Counsel. He is a graduate of the University of Ottawa with an Honours degree in Finance and Human Resources. Wesley was previously the CFA Society Ottawa’s Vice President and has been a volunteer since 2011. Wesley is a CFA Charterholder and has earned the CIM and FCSI designations.​

     


 

EXECUTIVES

Strategic Initiatives Chair:   Dela Hoyi, CFA

Co-Program Chair: Dennis Trigylidas, CFA

Co-Program Chair: Joe Ciampa, CFA

Treasury Support:  Ian Hartan, CFA

University Relations: Yuriy Zabolotnyuk, Phd, CFA, FRM

Membership Chair: Graham Edwards, CFA

Communications Chair:  Michael Maltsev

Employer Engagement Chair : Kevin Pei

Education Chair:  John Harvey, CFA

Programming/Administration: Trevor Mulligan

 Past Society Presidents

 




​Wesley
Blight, CF


Bernhard Eichenlaub, CFA, MA

2016-2018




2015-2016​


​Paul Baron CFA
​2014-2015

Rebecca Tam, CFA
​2013-2014


Trevor Carson, CFA

2012-2013

Sacha Imbert, CFA

2011-2012

Julian M. Deschatelets, CFA


2010-2011


 

Andrew Baechler, CFA

2009-2010

Jim Steel, CFA

2008-2009

Paul Hemsing, CFA

2007-2008

Keith Thompson, CFA

2006-2007

Habib Saikali, CFA

2005-2006

John Lindsay, CFA

2003-2005

Stephen Wilhelm, CFA

2001-2003

Mark Lalonde, CFA

2000-2001

Thomas Sloan, CFA

1999-2000

Robert R. Hannah, CFA

1997-1999

Brian J.H. Cook, CFA

1996-1997

William A. Barker, CFA

1995-1996

Patrick R. Lenouvel

1994-1995

Janice M. Holzscherer, CFA

1993-1994

Michael A. Pallett

1992-1993

Nancy E.E. Kemball

1991-1992

Naomi Ridout, CFA

1990-1991

Stephen N. Watson, CFA

1989-1990

Douglas M. Cousins

1988-1989

Keith E. Butler, CFA

1987-1988

Chantal L. Murphy

1986-1987

Dleap S. Hall

1985-1986

Donald G. Campbell

1984-1985

George O. Toller

1983-1984

E. Larry Haffner

1982-1983

Kevin W. Charlebois, CFA

1981-1982

Peter J. Doherty, CFA

1980-1981

Alan V. Castledine

1979-1980

M. Lois Roscoe

1978-1979

Anthony H. Bogert

1977-1978