Having studied international relations, I am really excited by Fiera Capital’s drive to expand its global footprint – a strategy very much in tune with my world view. I’m sure it will serve to further enhance our career prospects and potential.
After earning a B.A. in International Relations from New York’s Fordham University, Luisa did an internship that entailed conducting market research on Latin America, and subsequently worked in the CEO’s office of a prominent financial planning and advisory firm. In 2014, she landed a job as a Marketing Analyst at Samson Capital Advisors LLC (which became part of Fiera Capital in 2015). Luisa is now a Marketing Associate responsible for servicing and supporting the Registered Investment Adviser and ‘Family Office’ distribution channels. In this role, she works with clients and consultants developing market studies and customized client reports, and reviewing the portfolios of prospective investors.
I love to be challenged and enjoy having the opportunity to make an impact every single day, and I am fortunate to be able to do so at Fiera Capital. The firm supports me in my career development and ensures I have all the tools required to succeed.
Derek was born and raised in Calgary. He demonstrated an interest in learning French early on, enrolling in a French-immersion program and continuing to study French while earning a degree in economics and business at the University of Calgary. It seemed inevitable that Derek would wind up working for a firm based in Canada’s predominantly French-speaking metropolis. He began his career as a bilingual client-service representative for a leading Canadian financial institution, before obtaining his mutual funds license and transitioning to a client-facing role, where his leadership potential was quickly recognized, resulting in subsequent promotions. Derek joined Fiera Capital in 2011 as Manager, Client Services in Calgary and, here too, has rapidly climbed the ranks. He was appointed Vice President, Business Administration and Client Support in January 2015, and assumed the duties of General Manager of the firm’s Calgary Office in late 2016.
Our Boston office is comprised of a tightly knit group of professionals with diverse backgrounds and skillsets. Although we are a small group, our opinions and expertise are often solicited to help make Fiera Capital a globally recognized brand. That keeps me motivated.
Jim earned a B.A. in Economics from Boston University and an MBA from Boston College. He also holds Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Jim began his career working in institutional sales and marketing for two Boston-based firms. He joined Fiera Capital in 2014 as the third member of a distribution team that was quickly building a strong presence in both the U.S. and markets outside North America – a team that has since more than doubled in size. Jim was subsequently named an Assistant Vice President and in 2015 assumed his current responsibilities, which include serving as primary liaison for several global client and consultant relationships. He is quick to share credit for the Institutional team’s success – which he notes demonstrated their ability to add value while having fun. “This is a function of the incredible team I work with in Boston and across the organization.”
The Fiera Capital culture is such that we are always seeking ways to challenge our intellect and stay ahead of the curve. For instance, we recently developed our own in-house approach to socially responsible investing that entailed creating a proprietary scoring model for all corporate issuers. It’s a very stimulating environment.
Armed with an MBA in Finance from the Fordham Graduate School of Business and a B.A. in Economics from New York University (NYU), Miriam’s career path led her initially to positions with several insurance companies, where she worked in different capacities across fixed income, most notably in corporate debt, emerging markets and mortgage-backed securities. She relishes the fact that her current role at Fiera Capital, which entails approving companies for taxable high-grade strategies, gives her the opportunity to have a voice in investment discussions across different areas of the firm. “Cross-collaboration amongst team members is highly valued here. As a member of various committees and working groups, I am able to bring forward insights and analyses based on my interaction with issuers that I believe contribute to our overall performance.”
Fiera Capital is moving at such a rapid pace in terms of asset growth, product launches, expanding its global footprint and it is exciting to be part of it. Employees who relish taking on new challenges and responsibilities are given every opportunity to succeed at Fiera Capital.
Terrence earned a B. Sc. in Finance and Marketing from State University of New York (SUNY) at Albany, and a Masters in Accounting from Pace University in New York City. He was introduced to the investment business in 2005, when he took a job as an institutional asset administrator for a large asset-management firm. In 2006, Terrence joined alternative investment specialists Larch Lane Advisors LLC as a Fund Accountant, was subsequently promoted to Assistant Controller and then to Manager of Operations. In 2016, Terrence assumed his current responsibilities as Vice President Fund Administration, and also has a role on the U.S. Divisions’ Product Strategy team. He says the September 2016 acquisition of Larch Lane by Fiera Capital has opened up exciting new opportunities for professional growth and development.
As Fiera Capital evolves into a leading global investment manager, employees everywhere have the opportunity to work hard, make an impact and contribute to our collective success.
Casey attended Miami University (‘Miami of Ohio’) in Oxford, Ohio. His career in the investment industry has included increasingly senior positions as Separately Managed Accounts (SMA) Manager at Transamerica Investment Management, and Head Trader at Riazzi Asset Management. In 2013 Casey was appointed Trading Manager at Dayton-based Apex Capital Management, a prominent U.S. growth equity manager which was acquired by Fiera Capital in 2016. His current responsibilities as Assistant Vice President, Trading, are focused on overseeing trading for the legacy Apex book of business, composed primarily of clients who specialize in SMID-Cap Growth and Small-Cap Growth equities. Casey says that striving constantly to improve execution in an eve changing trading landscape keeps him motivated.
Fiera Capital is fast paced and constantly evolving. It’s an exhilarating environment. Although I’m arguably still learning on the job, the firm entrusts me with important new projects. They show a lot of faith in their people – even those just starting out.
Contemplating her education and career options prior to university, Claude decided that her strong math skills likely would serve her well in the field of finance. In 2010, after obtaining her B. Comm. from Montreal’s Concordia University, she joined Fiera Capital in a temporary role as Analyst, Institutional Markets. “I quickly realized that, despite my degree, I really didn’t know much about finance,” Claude concedes. “Fortunately, I found myself surrounded by high-calibre people…my manager took me under her wing and taught me a lot.” Evidently a quick study, Claude parlayed her temporary status into a permanent position after just three months and, by 2015, had been promoted to a management position. Looking back over the firm’s recent rapid growth, Claude is proud to have played a role in helping build Fiera Capital’s Institutional Team.
Fiera Capital offers all the advantages inherent in a large organization, while still maintaining the agility and entrepreneurial mindset of a start-up organization. It’s a unique environment.
While studying economics at the University of Guelph, Marc decided that he wanted to work in financial services – but wasn’t entirely sure how to get there. After obtaining his degree, he found a job with a large well-known fund administrator, which proved to be a great way to get a foothold in the industry. “I made it my goal to advance my experience and knowledge to the point where I would be able to work on the client side for an investment- management firm.” That opportunity presented itself in 2013, when Marc started at Fiera Capital as a Senior Portfolio Administrator. A chance to move up the ladder was not long in coming: later that same year, he was promoted to Supervisor, Derivatives Administration and, in 2016, he moved up again to his current role. Marc concedes that the new title (see above) is quite a mouthful, “but it was the perfect opportunity to draw on my previous experience to lead a team that brings value to the company every day in a niche area.”