Mr. Moore brings more than 30 years of experience in the securities industry to the Firm. He was a vice president for Burns Fry Ltd., Lancaster Financial Inc. and TD Securities, where he held a number of functional responsibilities including research, sales and trading, and corporate finance. He was a founder and Managing Director of Kensington Capital Partners, a firm specializing in private equity advisory services. He serves as a director of CI Financial Corp. and is a trustee of the Advantaged Preferred Share Trust. Mr. Moore has a B.A. (Economics) and an MBA from Queens University.
Mr. Burgess brings more than 20 years of experience in financial and economic research and portfolio management to the Firm. He began his career at Goldman Sachs in Chicago, where he advised wealthy families and institutions. He later joined Ibbotson Associates as a Senior Consultant and advised institutions and investment advisers on portfolio management topics. He formed an investment consulting firm, Burgess + Associates to work with investment banks, insurance companies, and mutual fund companies in the U.S. and Canada on various investment related matters. He has taught economics at The University of Cincinnati and portfolio management at the Alliance-Ibbotson Research Institute. Mr. Burgess has a B.A., magna cum laude, from The University of Cincinnati and an M.B.A from The University of Chicago.
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