Seasoned professionals, one disciplined platform

I am the Founder and Portfolio Manager of StoneCastle Investment Management Inc. I grew up in the hard working and down to earth city of Grande Prairie. I am proud to be the fourth-generation business owner in my family and wanted to pursue a career in the investment management industry since I was in high school.

Many of my biggest life lessons I learned came from playing sports and watching and listening to my dad as I was growing up. Being goal focused, I attended the University of Alberta and graduated with a Bachelor of Commerce degree specializing in finance. I wanted to build my investment management education further and earned the Chartered Alternative Investment Analyst (CAIA) and one of the most prestigious designations in the financial industry, the Chartered Financial Analyst (CFA) designation (it was also one of the hardest four year journeys that I ever took).

It is hard to believe that I have already been in the investment industry for 30 years, with daily changes and challenges it has meant there has never been a slow day. Prior to founding StoneCastle in 2008 I was a Portfolio Manager at some of the largest investment dealers in Canada,

I love doing what I do, trying to find the next growth company for portfolios. I’m in my element when I am talking about growth companies and have been fortunate to be a regular guest on BNN Bloomberg’s Market Call and am also quoted in the Globe and Mail on investing topics. Sometimes I’m right, sometimes I’m wrong, but I’m always genuine on my beliefs.

Outside work, I have a passion to succeed and am driven to be the best in all aspects of my life from coaching youth sports to managing portfolios. I’m Married with two teenage hockey players, so I’m often hanging around the rink, but when I am not, I enjoy golfing, skiing, hockey, kart racing, fitness training and traveling. I live in Kelowna as it provides abundant lifestyle opportunities for my family.

I am a Senior Partner at StoneCastle Investment Management Inc., bringing more than two decades of experience in capital markets, business building, and investment management.

Born and raised on Long Island, New York, I played four years of NCAA hockey before competing professionally overseas. My passion for leadership and teamwork led me to a graduate assistant coaching role at Iona College, where I earned my MBA in Business Management from the Hagan School of Business.

Following graduation, I began my career on Wall Street trading Canadian Government Bonds. Shortly thereafter, my group relocated to Toronto, a move that proved both professionally and personally transformative. I met my wife, became a Canadian citizen, and have proudly called Toronto home ever since. We are raising our three children here.

As my career evolved, I shifted my focus to Canadian equities, developing a deep passion for uncovering small-cap growth companies with compelling stories and long-term potential. That pursuit has been the driving force behind my career ever since. Over the past 20 years, I have helped build two of Canada’s most successful boutique investment banks, working closely with entrepreneurs and management teams to scale businesses and create lasting value.

I was thrilled when my longtime friend and colleague, Bruce, asked me to join him as a partner at StoneCastle. Having worked closely together for 15 years, I am excited about the opportunity to help take the firm to new heights.

Outside of work, my greatest passions are spending time with my family, playing hockey and golf, tennis, working out, and practicing yoga.

Thales is an Associate Portfolio Manager with StoneCastle Investment Management Inc. supporting the research and investment process of the firm. Prior to joining StoneCastle, he spent over fifteen years in corporate finance, primarily helping some of the largest global financial services companies with their funding and investment strategies in LatAm markets. Thales holds the Chartered Financial Analyst (CFA) designation and graduated from the University of São Caetano do Sul with a Bachelor’s degree in Economics.

Married with two children, Thales and family live in Kelowna and enjoy the great number of outdoor activities the city has to offer, including swimming, running and mountain biking.