Emily Newman joined Wealhouse Capital Management as Executive Vice President of Sales in August 2021 and is responsible for leading capital raising initiatives as well as overseeing client management and marketing. Prior to joining, Emily held multiple roles including Senior Vice President of Sales and Vice President of Sales for a private alternative asset manager and was responsible for leading the capital raise team with investment partners across Canada that included institutional, family office and retail investment advisors and portfolio managers. Emily started her career in equity research with a boutique oil and gas investment bank based in Calgary, Alberta. Ms. Newman is working towards her CIM designation and has a Bachelor of Science in Chemistry from Queen’s University.
Justin Anis, CFA is the portfolio manager of Lions Bay Fund, a North American equity strategy, for which he won the BarclayHedge Top 10 Monthly Performance Award in August 2019. After starting his career with Wealhouse Capital in 2008, Mr. Anis managed portfolios for SW8 Asset Management and a family office in Oakville, ON before rejoining Wealhouse in 2016. Mr. Anis has been a CFA charterholder since 2012.
Andrew James Labbad, CFA is the portfolio manager of Amplus Credit Income Fund. Mr. Labbad joins Wealhouse after almost a decade at TD Securities, where he was a Director of Credit Trading. A native of Montreal, Mr. Labbad is fluent in both French and English. Mr. Labbad received his Master of Business Administration from John Molson School of Business at Concordia University and Bachelor of Engineering from McGill University.
Scott Morrison, CFA is a Bay Street veteran with over 25 years of asset management experience. Prior to founding Wealhouse as the chief investment officer, Mr. Morrison researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. A keen supporter of philanthropy, Mr. Morrison generously volunteers his time advising various charities and non-profits such as the Centre for International Governance Innovation (CIGI).
Lydia Ching is a founding member of Wealhouse Capital and brings over 20 years of financial services experience. As the director of operations and chief compliance officer, Ms. Ching oversees the firm’s financial, compliance, and regulatory operations. Prior to Wealhouse, Ms. Ching began her career at HSBC, where she managed key relationships between the bank and high-net-worth clients. Ms. Ching holds a Bachelor of Science degree from the University of Waterloo and is fluent in Cantonese.
Alan Moore brings over 25 years of financial services experience to his role as the director of client services. Mr. Moore began his career in the Isle of Man, where he held positions at Barclays, Fortis, and Bank of Bermuda before moving to Canada via Bermuda. Prior to joining Wealhouse Capital in 2011, Mr. Moore was named Director of Operations at Commonwealth Fund Services. Mr. Moore is a devoted supporter of track cycling and can be often found at a velodrome cheering on Team Canada.
Fei Gao is a senior fund accountant with over 10 years of experience in investment fund accounting and financial reporting. Ms. Gao came to Wealhouse Capital in 2018 from CIBC Mellon. She has held the CPA and CGA designations since 2016. Ms. Gao holds a Master of Science degree in Multinational Accounting and Financial Management from Reading University in the United Kingdom and is fluent in Mandarin.
As Senior Operations Officer, Chloe Leung provides high-level support to the Operations, Client Services and Compliance department. Her sharp business acumen helps the Wealhouse team to perform harmoniously. Ms. Leung holds a Bachelor of Administrative Studies degree from York University with Specialized Honours in Business Research. She has completed the Canadian Securities Course and is fluent in Cantonese.
Andy Marchese joined Wealhouse Capital in 2017 via Citco and FundEx Investments. Mr. Marchese holds a Bachelor of Commerce degree from Ryerson University. He obtained the Chartered Investment Manager (CIM) designation in 2015 and the Fellow of CSI (FCSI) designation in 2020 . As a proud Canadian and true Torontonian, Mr. Marchese is a devoted hockey fan and a staunch supporter of the Toronto Maple Leafs.
Cynthia Mok is a member of the Operations and Client Services department. Prior to Wealhouse, Ms. Mok built her financial services experience from Citco Fund Services, Computershare, CIBC Mellon, and B2B Trust. Ms. Mok holds a Bachelor of Arts in Economics from University of Toronto. She has completed the Canadian Securities Course and is fluent in Cantonese. She likes hiking and enjoys Broadway musicals.
Cailey Orellana is an Associate, Sales & Marketing at Wealhouse Capital Management. Prior to joining Wealhouse, she worked as a Marketing Coordinator where she was responsible for managing client relationships and developing marketing strategies. Cailey received her Bachelor of Commerce (Honours) with a specialization in Marketing from Carleton University in 2019.