Just as we seek companies that will strengthen our portfolios, we look to strengthen our team by attracting and retaining individuals who share our passion for investing and excellence. We recognize that our greatest assets are our people. Together, we strive to exceed our clients’ expectations by remaining disciplined in the application of Sionna’s investment philosophy and process, and providing exceptional service. By building our own talent, we are building depth, succession and a committed team that will remain focused on these objectives for the long term.
Paul joined Sionna in 2013 and is Sionna's President and Chief Operating Officer (COO). He has more than 25 years of experience, most recently as COO at Thornmark Asset Management, where he oversaw the firm’s strategy implementation, business management and operations. Prior to that, Paul held senior positions at Rockwater Asset Management, CIBC, Andersen Business Consulting and Arthur Andersen LLP. Paul earned his Honours Business Administration from the Richard Ivey School of Business, and is a CFA® charterholder and a Chartered Professional Accountant. He is a member of CFA Society Toronto and serves as a mentor in the CFA Mentorship Program. Paul is a member of the Portfolio Management Association of Canada and is a past Chair of its Operations Heads’ Network. He is a member of the Independent Review Committee for two well-known investment management firms. Paul is currently serving his third consecutive two-year term on the Ontario Security Commission’s Registrant Advisory Committee.
Katie joined Sionna’s relationship management team in 2015 as Marketing Manager. Prior to joining Sionna, Katie was an Account Supervisor at H2 Central Marketing and Communications, primarily working with clients in the financial services industry. She earned her Honours Bachelor of Commerce degree from the DeGroote School of Business at McMaster University. After graduating, Katie spent several months volunteering at the 2010 Vancouver Olympics and Paralympics. Katie has successfully completed the Canadian Securities Course.
Claire joined Sionna in 2017 as a Coordinator on the relationship management team. Claire brings several years of experience in the industry, including trading operations positions at Northern Trust Bank and Toji Trading Group. Most recently, she was a member services consultant for a large trade association. Claire attended Saint Mary’s College, Notre Dame, Indiana, where she earned her Bachelor of Business Administration, with concentrations in finance and marketing and a minor in psychology.