James Thomson

Portfolio Manager

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

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

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.

Sunil Shah, CFA, BA

Portfolio Manager

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, CFA

Associate Portfolio Manager

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

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

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

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.

Sunil Shah CFA, BA

Portfolio Manager

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 CFA

Associate Portfolio Manager

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.

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.