David Dattels CFA – President & Portfolio Manager
Chris Rowan CFA – Portfolio Manager & Head Trader
Norm Chang CIM – Portfolio Manager
Olga Gergin – Chief Compliance Officer & Head of Operations
Rob Duncan CFA – V.P. Corporate Development & Client Service
Anthony Bergman – V.P. Corporate Development & Client Service
Anthony joined NewGen in February of 2017. He formerly worked as a VP Sales at NEI Investments, a $6B Asset Manager that provides independent portfolio managers access to the Canadian Retail Advisor. Prior to NEI, Anthony was a Business Development Manager at RBC Global Asset Management where he was responsible for the sales, marketing and distribution of their Mutual Fund, ETF and Hedge Fund Products across SW Ontario. Prior to RBC GAM, Anthony was employed as an analyst at Scotia’s Merchant Banking arm, Roynat Capital, where he provided detailed financial and operational analysis on a variety of mid-market private companies. Anthony graduated with an MBA from the Schulich School of Business at York University.
Nina Cammalleri – Operations Administrative Assistant
Nina is a graduate of McMaster University, with a BA in Communications and an MA in Communication and New Media. Her previous background is in entrepreneurship and small business. Her role at NewGen is to ensure all trade settlements are handled in a timely manner by affirming trades and investigating trade discrepancies. She assists in front of office operations and ensures constant communication needs are met between employees and counterparties.