Our Team

Richard G. Stone, CIM

Chief Investment Officer

Richard G. Stone is Chief Investment Officer of Stone Asset Management Limited (“SAM”). Richard founded SAM in 1999 following the launch of the Stone Funds in 1995, where he continues to oversee the management, operations, and promotion of the funds as Chief Executive Officer of Stone Investment Group Limited (“SIG”).

Richard began his investment career in 1979 as an advisor, working directly with individual investors to help them develop the framework to achieve their long-term financial goals. From 1986 to 1994, Richard moved to the distribution side of the mutual fund industry, where he held senior management positions at Canadian investment firms. Richard obtained his Canadian Investment Management designation in 1995.

Michael Giordano, CPA, CA, MBA, CIM

Vice President, Investments

Mr. Giordano joined SAM in 2005. Michael is Vice President, Investments and is a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups. Prior to joining SAM, he spent 10 years in portfolio management with Pinetree Capital Corp. and Lawrence and Company Inc. Michael managed internal audit at Gordon Capital Corporation from 1992 to 1996. Michael received his Masters of Business Administration from York University in 1995 and obtained his Chartered Accountant designation in 1992. In 2010, Michael obtained his Canadian Investment Management designation.​

René Fantin, MBA, CFA

Vice President, Investments

Mr. Fantin rejoined SAM in May 2015 as a Senior Investment Analyst as a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups.  Previously, he worked in product management and analytics roles at President’s Choice Financial and as a Research Analyst at Stone Asset Management.  René received an Honours Bachelor of Arts degree (Economics) and a Masters of Business Administration degree from York University and received his Chartered Financial Analyst designation in 2014.

Richard G. Stone CIM

Chief Investment Officer

Richard G. Stone is Chief Investment Officer of Stone Asset Management Limited (“SAM”). Richard founded SAM in 1999 following the launch of the Stone Funds in 1995, where he continues to oversee the management, operations, and promotion of the funds as Chief Executive Officer of Stone Investment Group Limited (“SIG”).

Richard began his investment career in 1979 as an advisor, working directly with individual investors to help them develop the framework to achieve their long-term financial goals. From 1986 to 1994, Richard moved to the distribution side of the mutual fund industry, where he held senior management positions at Canadian investment firms. Richard obtained his Canadian Investment Management designation in 1995.

Michael Giordano CPA, CA, MBA, CIM

Vice President, Investments

Mr. Giordano joined SAM in 2005. Michael is Vice President, Investments and is a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups. Prior to joining SAM, he spent 10 years in portfolio management with Pinetree Capital Corp. and Lawrence and Company Inc. Michael managed internal audit at Gordon Capital Corporation from 1992 to 1996. Michael received his Masters of Business Administration from York University in 1995 and obtained his Chartered Accountant designation in 1992. In 2010, Michael obtained his Canadian Investment Management designation.​

René Fantin MBA, CFA

Vice President, Investments

Mr. Fantin rejoined SAM in May 2015 as a Senior Investment Analyst as a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups.  Previously, he worked in product management and analytics roles at President’s Choice Financial and as a Research Analyst at Stone Asset Management.  René received an Honours Bachelor of Arts degree (Economics) and a Masters of Business Administration degree from York University and received his Chartered Financial Analyst designation in 2014.

Sunil Shah

Portfolio Manager

Managed Funds: Stone Global Balanced Fund

Mr. Shah joined Aviva Investors Canada Inc. in September 2010. He is responsible for the management of all Canadian fixed income portfolios. Sunil has more than 14 years of asset management industry experience as both a portfolio manager and credit analyst. Most recently, he was Managing Director & Head of Fixed Income for Sceptre Investment Counsel, and responsible for the firm’s fixed income portfolios. He has also held analyst roles at rating agency firms Canadian Bond Rating Service and Standard & Poor’s, and was Director and Head of Canadian Corporate Debt Research for RBC Capital Markets. Sunil holds an Honours Bachelor of Science degree, a Masters of Health Science degree, and an MBA from the University of Toronto. He is also a Chartered Financial Analyst charter holder.

Robert Prospero

Associate Portfolio Manager

Managed Funds: Stone Global Balanced Fund

Mr. Prospero joined Aviva Investors Canada Inc. in 2014. Robert has more than eight years investment management experience. Prior to joining Aviva Investors, Robert was an Investment Analyst with Manulife Asset Management where he held various roles in Tactical Investment Management, Canadian Private Placements, Proprietary Investments and Canadian Fixed Income. Robert holds a Bachelor of Commerce from the University of Toronto. He is also a Chartered Financial Analyst charter holder.

James Thomson

Portfolio Manager

Managed Funds: Stone Global Growth Fund

Mr. Thomson joined Rathbones in October 2000, and was appointed as a Board Director of Rathbone Unit Trust Management in November 2006. James graduated from Cornell University, New York, with a Bachelor of Arts degree. He has been Lead Manager of the Fund since 2010. James holds the Investment Management Certificate and the Securities Institute Diploma. He is a Fellow of the Securities Institute.

Sammy Dow

Portfolio Manager

Managed Funds: Stone Global Growth Fund

Mr. Dow joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy is a graduate of both Edinburgh and Cambridge University where he completed an MA in 2001.

David Harrison

Portfolio Manager

Managed Funds: Stone Global Sustainability Fund

Mr. Harrison joined Rathbones in June 2014 from private bank, Julius Baer. He has over 14 years’ investment experience, having previously worked at Hermes, managing European equities. He started his career at Goldman Sachs in equity research. David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a Chartered Financial Analyst charter holder.

Richard G. Stone

Chief Investment Officer

Richard G. Stone is Chief Investment Officer of Stone Asset Management Limited (“SAM”). Richard founded SAM in 1999 following the launch of the Stone Funds in 1995, where he continues to oversee the management, operations, and promotion of the funds as Chief Executive Officer of Stone Investment Group Limited (“SIG”).

Richard began his investment career in 1979 as an advisor, working directly with individual investors to help them develop the framework to achieve their long-term financial goals. From 1986 to 1994, Richard moved to the distribution side of the mutual fund industry, where he held senior management positions at Canadian investment firms. Richard obtained his Canadian Investment Management designation in 1995.

Michael Giordano

Vice President, Investments

Mr. Giordano joined SAM in 2005. Michael is Vice President, Investments and is a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups. Prior to joining SAM, he spent 10 years in portfolio management with Pinetree Capital Corp. and Lawrence and Company Inc. Michael managed internal audit at Gordon Capital Corporation from 1992 to 1996. Michael received his Masters of Business Administration from York University in 1995 and obtained his Chartered Accountant designation in 1992. In 2010, Michael obtained his Canadian Investment Management designation.​

René Fantin

Vice President, Investments

Mr. Fantin rejoined SAM in May 2015 as a Senior Investment Analyst as a member of the Asset Mix, Canadian Equity (all cap) and Canadian Total Return Groups.  Previously, he worked in product management and analytics roles at President’s Choice Financial and as a Research Analyst at Stone Asset Management.  René received an Honours Bachelor of Arts degree (Economics) and a Masters of Business Administration degree from York University and received his Chartered Financial Analyst designation in 2014.