Experienced Portfolio & Fund Managers | Capstone Asset Management

Meet the Capstone Team

Experience & Expertise

Capstone is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland & Labrador.

Our team consists of highly qualified professionals including five Portfolio Managers, three of whom hold the prestigious CFA Charter. With a diverse range of industry experience, our team has the knowledge and expertise to achieve excellent investment outcomes.

Glenn Murray

CFA, BA (ECON), CFBA, CFWA

President & Chief Executive Officer

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Stephen Smith

CIM, FCSI

Chief Compliance Officer & Portfolio Manager

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Pieter de la Rey

M.Comm, CPA, CA

Chief Financial Officer

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Maria Dawes

CFP, CIM, BBA (Honours)

Portfolio Manager

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Janet Kim Sing

CFA, BSc

Portfolio Manager

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Paul Carter

CFA

Chief Investment Officer

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Clayton Rutquist

CPA, CMA

Director, Real Estate Investments

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Gerard Feliciano

EPC, RIS

Director, Business Development

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Kit Lui

Senior Legal Counsel

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Leanne Tharratt

Executive Assistant - Glenn Murray

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Joey Wood

Business Development Associate & Dealing Representative

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Kelly Shin

Executive Assistant - Janet Kim Sing

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Trent Heppner

Relationship Manager and Dealing Representative

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Ashton Noot

BBA

Dealing Representative & Associate Relationship Manager

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Harrison Cho

Senior Analyst

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Micheline Lybbert

Analyst

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Caleb Zhang

Associate Portfolio Manager

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Michelle Brigole

Mortgage Administrator

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Denise Detweiler

Investment Funds Administrator

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Cassy Aldridge

Trader

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Lori Mcgregor

Administrative Assistant

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Michelle Winger

Administrative Operations Manager

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Abigail MacEwan

Administrative Assistant

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Danielle Capa

Administrative Assistant

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Grace Jonathan

B.Sc (Hons), MBA

Administrative Assistant

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Felix Wong

CPA, CGA, BSc

Controller

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Rachel Rajasooriar

Accountant

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Beth Murray

BSc

Events Manager

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Cory Gaston

Technology Officer

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News & Updates

Article

A New Year's Resolution: Effectively Stewarding Our Wealth

December 11, 2017

Believe it or not, 2018 is just around the corner. This means that in less than a few weeks’ time your social media feed (should you partake) will begin to revolve around the New Year and perhaps, the Resolutions you might be making. We’d therefore like to jump the queue on this in order to plant some seeds now. The theme being how to become more effective stewards of our wealth and we hope it is in that spirit that you will celebrate the Christmas season and New Year.

Capstone Asset Management

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Article

Giving: Partnering With Canadian National Christian Foundation

November 17, 2017

As the end of the year quickly approaches, people often go into giving mode for varying reasons. For some, it is the spirit of Christmas and giving to those who have less than ourselves. For others, it is for the practical reason of the timing of a Donation Tax Credit. Or perhaps it is some combination of the two. Whatever the reason, we’d like to unpack some of the benefits of giving now and ways to be charitable.

Capstone Asset Management

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Article

Team Update

November 16, 2017

It is with bitter sweetness that we are saying good bye to Loretta Nanninga. Loretta and her husband Mike are expecting their first child at the end of November and she will transition to being a full-time mom and working alongside her husband in their Church ministry. Since joining the Capstone team in October 2014, Loretta's sincere desire to serve Capstone's clients with care and excellence has made her a valued member of our team.

Capstone Asset Management

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