Management / Investment Team

 

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Herbert Abramson, B.A., LL.B. Herb is a co-founder, Chairman and a portfolio manager at TAMI. He is also a co-founder, Chairman, and a portfolio manager at TCC. Previously, he was a Vice President and portfolio manager at Connor Clark & Company Ltd. for 17 years. Herb is a member of the Law Society of Upper Canada and practiced corporate/securities law as a partner at Goodman and Carr for 12 years before going into the investment business.

Randall Abramson, B.Comm., CFA Randall is a co-founder, President and CEO, and a portfolio manager at TAMI. Randall is also a co-founder, President and CEO, and a portfolio manager at TCC. Previously, Randall was a portfolio manager and analyst at Connor Clark for 3 years. Prior thereto, he was an analyst and portfolio manager at institutional money manager, Hodgson Roberton Laing Limited for 5 years. Randall began his career in investment banking with The Hathaway Corporation.

Adam Abramson, LL.B., CFA Adam is Vice President and Chief Compliance Officer for both TAMI and TCC, responsible for managing legal and compliance matters for both firms, and is a portfolio manager with both TAMI and TCC. Prior to joining us in 2001, Adam was Director, Acquisitions & Research at one of Canada's leading institutional real estate investment advisors. He is a member of the Law Society of Upper Canada, having practiced law briefly before entering the investment business.

Jack Hayden, B.A. Jack is a Vice President and business development/client relationship manager at TAMI. Prior to joining TAMI’s Oakville office in 2003, he was a high net worth investment advisor, after working as an institutional investment advisor for 21 years - 13 of which were with Bunting Warburg/UBS Securities Canada where he was a Director. Prior thereto, Jack was with Richardson Greenshields as Vice President. He started his career as a research analyst at a leading insurance company.

Donald Carlisle B.A.Sc., S.M., M.B.A. (Chicago), CFA Don is a Vice President and portfolio manager at TAMI. Prior to joining TAMI in 2001, Don was a Vice President, Director, partner and portfolio manager with Connor Clark/RBC Private Counsel for 14 years. Don has significant corporate and consulting experience in corporate finance, real estate finance, international project finance, and treasury.

Benjamin Gelfand  Ben is Managing Director of Institutional Sales at TCC. Prior to joining TCC in 2011, Ben was responsible for institutional sales at a Toronto-based investment dealer. He has 23 years of investment experience in the areas of institutional sales, retail sales, corporate finance, public finance and fixed income trading, with experience at Fidelity Investments in the U.S. and Merrill Lynch and others in Canada.

Lorne Graham, B.Comm., M.B.A. (Harvard) Lorne is a portfolio manager at TCC. Lorne is an experienced investment professional having been in the investment business for 30 years. Prior to joining TCC in 1999, he was the Director of Corporate Finance at Sprott Securities for 16 years.

Gil Levinson, B.A. Gil performs research and analysis for TCC and TAMI using Investt, a proprietary and comprehensive analytic software system, created and developed by him and a team of developers over many years.  Previous analytic systems developed by him were marketed worldwide by Chase Manhattan Bank’s subsidiary Interactive Data Corporation. He joined us in 2005, having spent many years in the investment business in Canada with First Marathon and Midland Doherty, as well as in South Africa with Ivor Jones Roy and Co.

Debbie Mendelson, CFP, FMA, FCSI is an Investment Advisor at TCC, with over 15 years of investment industry experience. Prior to joining TCC in 2009, Debbie was an associate investment advisor for 9 years at TD Waterhouse Private Investment Advice where she provided customized investment solutions, financial planning advice, retirement strategies and estate planning to high net worth individuals and their families.

Bryan Rakusin, B.Comm.  Bryan is a Vice President and portfolio manager with TCC. Prior to joining TCC in 2000, Bryan was a Vice President, Director, partner and portfolio manager at Connor Clark for 19 years. Bryan and his family immigrated to Canada from South Africa in 1979. In 1972, Bryan founded a stock brokering company, which was a member firm of the Johannesburg Stock Exchange. From 1968 to 1972, he was a research analyst with South Africa's largest stock brokering company.

Jeff Sayer, MBA, CFA Jeff is a portfolio manager with TAMI and conducts research and analysis for both TAMI and TCC. He joined us in 2011 after spending over 10 years with ABC Funds, a Toronto-based value-oriented investment manager, focusing on the research and analysis of Canadian and U.S. securities.

RJ Steinhoff, BBA, CFA RJ is a Research Analyst with both TAMI and TCC. He joined us in 2009 after spending 4 years with ABC Funds, a Toronto-based value-oriented investment manager.

Mike Vinokur, B.Comm., CFA Mike is Vice President and portfolio manager at both TAMI and TCC. Prior to joining Trapeze in 2006 Mike was an advisor to high net worth individuals with several financial services organizations since 2001.

Anthony Visano, B.A., CFA Anthony is a portfolio manager with TCC and conducts research and analysis for both TAMI and TCC. Since 2005, Anthony has focused on the research and analysis of Canadian and U.S. securities.