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 Leadership Team

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President 
Christian Mattenley leads a private wealth management and advisory practice that provides Total Wealth Solutions to a select clientele.
With over 20 years of financial services experience, Christian uses his expertise in applied behavioral finance, portfolio management, and financial planning to promote trust and inspire confidence in pursuit of client goals and objectives. Christian holds a Master of Science in Behavioral Science from the London School of Economics, and a Professional Certificate in Investment Decisions and Behavioral Finance from Harvard University. Christian is both a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). Away from the office, Christian is busy as an active committee volunteer and advisor to the Financial Planning Standards Council of Canada, and President of the Chartered Financial Analyst Society of Victoria. 

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  Vice President 
Brent B​​eagle currently works as a Realtor® and has helped over 500 people buy and sell their homes and investment properties. Brent enjoys helping others as a volunteer. He really adores teaching high school students about entrepreneurship and how to set up a business as part of the Junior Achievement progra​m. Prior to his life in real estate, Brent was employed in various management positions including the general manager of a private business college. Brent attended school in Victoria in the 1980s and has lived about half his life in fabulous city. Brent loves his life with his beautiful wife Joanne in this paradise we are so lucky to call home.​


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 Treasurer 
Mark Stephenson is a treasury analyst at the University of Victoria.  He received his BA in Economics with a Business minor from the University of Victoria, and is a CFA Charterholder. Prior to working at UVic, Mark has worked in investment services at a private lending firm, as well as an analyst at a real estate development company.  At UVic, Mark is responsible for managing the University’s short term investment fund, forecasting operating cash flow requirements, as well as administering the Applied Portfolio Management Program. As Treasurer for CFA Society Victoria, his duties include drafting the budget for the year, ensuring invoices are paid, and providing monthly financial updates to the board. When Mark is not at work or working on the Society budget, he is likely out exploring Vancouver Island, or training for his next ultramarathon.
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 Secretary 
Asif Chinoy, CA, CFA is a Senior Manager with the Investment Operations team at BCI, which brought him to Victoria in 2017.  Asif has over 20 years’ experience in the middle and back office space in the investment management industry. Prior to BCI, he was a senior manager within the operations department at the Abu Dhabi Investment Authority. 
Asif holds the Chartered Accountant and the Chartered Financial Analyst designations.


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 Past President

Chelsea joined BCI, one of Canada’s largest institutional investors in 2014, and her current role is Senior Manager, Client Relations.    Chelsea’s primary responsibility is advising the statutory pe​nsion clients and trust funds on investment matters, including performance, strategy and policy.  Prior to joining BCI, Chelsea has 15 years of experience in capital markets (venture capital, equity research, corporate lending) including as Director at CIBC World Markets. She has also led the financing and investor relations function at BC Ferries. Chelsea has a Bachelor of Commerce and holds the Chartered Financial Analyst (CFA) designation.  Chelsea has been involved for several years on the CFA Society Victoria board as the chair of Public Awareness, Vice President, and President. 

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 Programming 
As an Associate Portfolio Manager at BCI, Leon is experienced in institutional asset management through a quantitative approach. Specifically,  Leon holds a Master’s of Science in Finance from the University of British Columbia and is a CFA charterholder. He is an active member of the investment committee in Victoria; and outside of his professional interest and community involvement, Leon enjoys traveling and photographing all the different cultures.

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 Candidates Services
S
ang is a Partner in KPMG’s Enterprise practice in Victoria with more than 20 years of experience providing audit and tax services to a wide range of clients. In 2007 Sang was recognized with an Early Achievement Award from the Institute of Chartered Accountants of British Columbia for his professional accomplishments and contributions to the community.​

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 Membership
Asad Rawra joined BCI as a Senior Principal in the Private Equity Group in January 2017. Prior to joining BCI, Asad accumulated over 15 years of experience across investment banking and advisory services. From 2010 – 2016, Asad was a Director in the Global Investment Banking team at Barclays, advising public and private companies and financial sponsors on M&A and a wide variety of financing and capital markets transactions.
Prior to that, Asad was a top-ranked equity research analyst at Canaccord Genuity covering Canadian and US listed energy and energy services companies. Previously, Asad worked in the Transaction Advisory Group at KPMG and began his career at Deloitte. Asad graduated with a B.Comm degree from the University of Toronto, holds the CPA, CA and CPA (Illinois) designations and is a CFA charterholder. ​

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 Diversity and Inclusion
Jen Scharien is an Analyst in Financial Planning & Analysis at BCI working on the Corporate and Client Budgets, Internal Cost Recoveries, KPIs, and Peer Benchmarking. Jen is also the owner and Financial Coach within her own company – Finlotus, an CPA firm focused on accounting for the everyday life of individuals and their small/home based businesses. Prior to joining BCI as an Investment Accountant in 2016 Jen spent 6 years investing in residential and commercial mortgages with Fisgard Asset Management and another year and a half in Real Estate investment with Evolve Investment Group. Jen is a passionate advocate for Diversity and Inclusion and takes action to make an impact in this area through her work with the CFA Society of Victoria, as the Chair of Women in Capital Markets Victoria Steering Committee, and through her own ‘Influence not Power’ Podcast and Blog. Jen holds the CPA designation.

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University Relations

Sanjeet has 5 years of experience in the investment industry. He holds a Bachelor of Commerce degree from the University of British Columbia and is a CFA Charterholder.


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 Meyer Aaron, CFA

Advocacy
Meyer Aaron is a co-founder of Verterrae Partners, LLP, which was formed to develop integrated public sector and market-based solutions for sustainable finance; supporting the global transition to an ESG based economy. Prior to co-founding Verterrae,  Meyer was an Adviser at the Bank of Canada and represented the Bank on international regulatory committees. Meyer has over ten years of experience in economics and regulatory policy, and implementing collaborative initiatives across the public and private sectors.  Meyer contributed to the Bank’s policy work in Fintech, market operations frameworks, and financial system stability. He also managed the Bank’s pension fund through the 2008 financial crisis. Prior to the Bank, Meyer was a partner in a law firm representing domestic and international banks in corporate and asset financing transactions, and a principal in a venture capital firm.

 

 Officers

President
Christian Mattenley, CFA
Email: Christian


Secretary
Asif Chinoy, CFA
Email: Asif 

Vice President
Brent Beagle, CFA
Email: Brent

Treasurer
Mark Stephenson, CFA
Email: Mark​

 Board of Directors

Christian Mattenley, CFA
Brent Beagle, CFA
Mark Stephenson, CFA
Asif Chinoy, CFA
Chelsea Kittleson, CFA
Sang-Kiet Ly, CFA
Leon He, CFA
Asad Rawra, CFA
Sanjeet Dhari, CFA

 Committee Chairs

Membership
Asad Rawra, CFA
Email: Asad

Candidate Preparation/Career Development
Sang Ly, CFA
Email: Sang

Forecast Dinner
Brent Beagle, CFA
Email: Brent

Programs
Leon He, CFA
Email: Leon​
Diversity & Inclusion
Jennifer Scharien
Email: Jennifer

Society Manager ​
Camille Juraj, CMP
Email: Camille​​​​

University Relations
Sanjeet Dhari, CFA
Email: Sanjeet


 Past Presidents

Thomas G. Williams, CFA 1997
Thomas G. Williams, CFA 1997-1998
Thomas G. Williams, CFA 1998-1999
Charles Volkovskis, CFA 1999-2000
Joan M. Wiggins, CFA 2000-2001
Peter McCrodan, CFA 2001-2002
Geoff Douglas Parkin, CFA 2002-2003
Sue-Anne Fimrite, CFA 2003-2004
Sue-Anne Fimrite, CFA 2004-2005
Sue-Anne Fimrite, CFA 2005-2006
Maria Nemeth, CFA 2007-2008
Andrew Shortreid, CFA 2008-2009
Andrew Shortreid, CFA 2009-2010
Andrew Shortreid, CFA 2010-2011
Jeffrey Hunter, CFA 2011-2012 
Donna Jones, CFA  2012-2013
Donna Jones, CFA 2013-2014
Patrick O. Ngo, CFA 2014-2015
Patrick O. Ngo, CFA 2015-2016​
Johann L. Kuntze, CFA  2016-2017​
Johann L. Kuntze, CFA 2017-2018
Chelsea Kittleson, CFA 2018-2019
Chelsea Kittleson, CFA 2019-2020