Charles is responsible for managing and trading the investment funds and supervises administration, investor relations, record keeping and compliance at Palos Management. He is a member of the Independent...
Noah Billick has spent his entire career in the wealth management business. After starting as a sales assistant at a bank-owned securities dealer, Noah attended McGill University in...
Chief Financial Officer
Alain Lizotte is Chief Financial Officer of Palos. He is responsible for managing and overseeing all matters relating to financial reporting, financial controls, and general administration of the firm...
Chief Compliance Officer
Vice President, Business Development
An integral member of the investment team, Bob reinforces and brings perspective to investment selection, management, client service and business development. With more than 30 years of experience, Bob...
Karen Shoffner is an industry veteran with a wealth of experience that spans more than 30 years in investments. Beginning her career at a large insurance firm in 1981...
A staple of Montreal’s investment management scene, Wakeham Pilot started his career over 50 years ago at Jones-Heward. A partner at the time of the merger with Nesbitt-Burns, he...
Robert has more than 25 years of experience in portfolio management and investment banking. In 1990 he co-founded ProGenesis, a securities dealer, and in 1999 with assets totalling over...
From his responsibilities as professional floor trader to senior proprietary trader at two of Canada’s largest financial institutions, Bill has garnered an impressive amount of valuable market experience. With...
Mike Hoehn, CFA
Michael Hoehn is an experienced investment professional who serves individual, family office, and institutional clients. After working at National Bank Financial in Equity Research, he spent a number...
Manager Compliance and Operations
Portfolio Manager & Front Office Manager
Joany is responsible for supporting the portfolio managers in equity and industry analysis, developing models and maintaining performance reports. Prior to joining Palos, Joany was an assistant to an...
Manager Client Services
Manager, Portfolio Administration
Sandy began her financial services career in 1990, with a focus on administration. At Castellum’s inception in 1996, Sandy joined the team in an administrative role and continues to...