Operations

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.

Katie Ophelders, CIM
Vice President, Relationship Management & Operations

Katie joined Sionna in 2015. Prior to joining the firm, Katie was an Account Supervisor at a marketing and communications agency, primarily working with clients in the financial services industry, including Sionna. She earned her Honours Bachelor of Commerce degree from the DeGroote School of Business at McMaster University and after graduating, Katie spent several months volunteering at the 2010 Vancouver Olympics and Paralympics. She holds the Chartered Investment Manager (CIM®) designation.

Chauntay Claxton
Director, Compliance

Chauntay joined Sionna in 2007 as part of the relationship management team, and has been taking on greater responsibility throughout the firm. Chauntay has been focused on compliance since 2015, and in 2023 she assumed her current role as Director, Compliance on the operations team supporting the Chief Compliance Officer. Chauntay has completed the Osgoode Certificate in Regulatory Compliance and Legal Risk Management for Financial Institutions.

 

Zion Lee
Manager, Performance and Analytics

Zion joined Sionna in 2018 as Associate, Performance and Analytics. He has a number of years of experience in the industry, most recently as a Senior Performance Analyst at Sentry Investments. Zion earned his Bachelor of Arts, with a major in economics from the University of Waterloo, holds the Chartered Investment Manager (CIM®) designation and successfully passed Level I of the CFA Program.

Hunter Corcoran, CFA
Trader and Equity Research Analyst

Hunter joined Sionna as a Junior Trader in 2017. He earned his Honours Business Administration from the Ivey School of Business at Western University and completed a degree in Economics from Western University. Prior to joining Sionna, Hunter was an Institutional Equities Sales and Trading Summer Analyst at RBC. He is a CFA® charterholder and a member of CFA Society Toronto. Hunter is set to complete his Master of Liberal Arts in Extension Studies from Harvard University next year.

Liujian Tang, FRM, CFA
Associate, Portfolio Operations and Junior Trader

Liujian joined Sionna in 2022 and is an Associate, Portfolio Operations and Junior Trader. He first joined the industry in 2017, and prior to joining Sionna was an Analyst at TD Asset Management. Liujian earned his Master’s degree in Finance from McMaster University, holds the Certified Financial Risk Manager (FRM®) designation and is a CFA® charterholder.   

 

Nicole Wu
Associate, Portfolio Operations

Nicole joined Sionna in 2023 as Associate, Portfolio Operations. Nicole first joined the industry in 2021, and prior to joining Sionna she was in a fund accounting role at Citco. She earned her Bachelor of Commerce degree, specializing in accounting and finance, from University of Manitoba.

Nina Berlin
Associate, Operations

Nina joined Sionna in 2013 as Executive Assistant to the President and Chief Investment Officer. In 2019, she assumed her current role as Associate, Operations, taking on more responsibility in the areas of facilities management, human resources and finance. Prior to joining the firm, she spent nine years at Canderel Management, where she provided administrative support to members of the senior management team. Nina has successfully completed both the Leadership in Administration and the Excellence in Administration professional development programs through Rotman School of Management.