JOE ROONEY, CFA
Midland,Ontario
Summary
Investment professional with strong leadership and relationship-building skills combined with deep capital markets experience. Proven track-record in growing multiple lines of business with sophisticated clients.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Partner
Ewing Morris Investment Partners
2019.09 - Current
- Registered portfolio manager and member of an investment committee for joint venture initiatives
- Lead institutional and retail business development and client service efforts
- Manage marketing associate and collateral to improve firm brand and positioning
Chief Financial Officer
Sightline Innovation Inc.
2016.09 - 2019.05
- Managed finance and corporate office teams including 5 direct reports
- Raised over $7,500,000 in equity and debt financing
- Implemented processes to help professionalize the financial statements and internal financial controls of the company
- Developed business plans for multiple verticals
- Contributed to sales growth of over 200% from 2016 to 2019
Vice President, Head of U.S. Client Group
Burgundy Asset Management Ltd.
2014.06 - 2016.09
- Managed team of 4 direct reports and 7 indirect reports
- Developed go-to-market strategy for new markets, with a specific focus on foundations, endowments and family offices
- Mentored high performing analysts and associates through training program
- Led team that achieved over $1.5B in new asset inflows
Vice President, Head of Private Client Group
Burgundy Asset Management Ltd.
2013.02 - 2014.06
- Managed team of 7 direct reports and 16 indirect reports
- Contributed recommendations to asset allocation model for high-net worth clients
- Developed new strategies to engage Canadian foundations and family offices
- Led team that achieved over $750m in new asset inflows
Vice President, U.S. Client Group
Burgundy Asset Management Ltd.
2011.07 - 2013.02
Senior Associate, U.S. Client Group
Burgundy Asset Management Ltd.
2010.09 - 2011.07
Investment Counsellor, Private Client Group
Burgundy Asset Management Ltd.
2006.11 - 2010.09
Financial Advisor
Altamira Investor Services
2004.02 - 2006.11
Education
Masters - Finance
Rotman School of Management
Toronto, ON2010
Bachelor of Arts - Economics
Wilfrid Laurier University
Waterloo, ON2002
Skills
- Strong verbal communication
- Team leadership
- Strategic planning
- Relationship building
- Self-motivated
- Problem-solving
- Financial modeling
- Equity Research
Certification
Completed MIT Sloan's Artificial Intelligence Implications for Business Strategy Program - 2018
Completed Harvard Investment Management Workshop - 2015
Chartered Financial Analyst - CFA Institute - 2005
Affiliations
- Board of Governors of Wilfrid Laurier University - Member and Chair of the Investment Oversight Committee responsible for over $1B in pension and foundation assets
- Board of Directors of Georgian Bay General Hospital Foundation - Member of the investment committee
- Former member of the Pension and Benefits Committee of the Catholic Charities
- Former member of the President's Council St. Michael's Hospital
Timeline
Partner
Ewing Morris Investment Partners
2019.09 - Current
Chief Financial Officer
Sightline Innovation Inc.
2016.09 - 2019.05
Vice President, Head of U.S. Client Group
Burgundy Asset Management Ltd.
2014.06 - 2016.09
Vice President, Head of Private Client Group
Burgundy Asset Management Ltd.
2013.02 - 2014.06
Vice President, U.S. Client Group
Burgundy Asset Management Ltd.
2011.07 - 2013.02
Senior Associate, U.S. Client Group
Burgundy Asset Management Ltd.
2010.09 - 2011.07
Investment Counsellor, Private Client Group
Burgundy Asset Management Ltd.
2006.11 - 2010.09
Financial Advisor
Altamira Investor Services
2004.02 - 2006.11
Masters - Finance
Rotman School of Management
Bachelor of Arts - Economics
Wilfrid Laurier University