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PORTFOLIO MANAGERS
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Adrianna Dolata

5th Year, Finance / 

Economics

Consumers & Financials

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Arnuv Mayank

5th Year, Finance / Mathematics

Healthcare, Industrials, & Utilities

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Emily Chen

4th Year, Accounting / Data Science (Minor)

Communication Services, Energy, & Materials 

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Eric Xiao

5th Year, Finance / Mathematics

Healthcare, Industrials, & Utilities

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Gavin Stalwick

4th Year, Finance

Information Technology & Real Estate

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Karlen Slater

4th Year, Finance 

Communication Services, Energy, & Materials

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Noor Azeem

5th Year, Finance

Consumers & Financials

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Wesley Sherrard

5th Year, Finance / Computer Science

Information Technology & Real Estate

 
 
INVESTMENT ANALYSTS
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Daniel Krapiwin

4th Year, Finance

Information Technology & Real Estate

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Jacob Kemp

4th Year, Finance / Economics

Information Technology & Real Estate

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Jeevan Gill

4th Year, Finance / Music (Minor)

Healthcare, Industrials, & Utilities

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Joao Vitor Beani

3rd Year, Finance / Economics

Consumers & Financials

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Joel Homersham

4th Year, Finance / Economics

Communication Services, Energy, & Materials 

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Lucas Frame

4th Year, Honours Finance / Computer Science 

Consumers & Financials

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Raunak Sandhu

3rd Year, Computer Science / Honours Math

Healthcare, Industrials, & Utilities 

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Rebecca Butler

4th Year, Finance

Healthcare, Industrials, & Utilities

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Ryan Crisalli 

4th Year, Finance 

Communication Services, Energy, & Materials 

BOARD OF DIRECTORS

Governance of the CPMT program, including accountability to our charter and investment policy statement, is the responsibility of the CPMT Board of Directors. The directors are also responsible for new student selection. Formally, the CFA Society Calgary and the Haskayne School of Business each appoint two directors and the faculty supervisor.

Ari Pandes

Associate Professor of 

Finance at the University

of Calgary

James Anderson

Managing Director and Portfolio Manager at Palisade Capital Management Ltd.

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Jessica Hulsman

Equity Research Associate at Scotiabank

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Shiv Desai

Portfolio Manager at the University of Calgary

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Thomas Holloway

Faculty Supervisor of 

the CPMT

 
 
ALUMNI