Robert Broley is Senior Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2009 with a focus on corporate development and external relationships.
His career in the financial services industry began in 1997 when he joined Towers Perrin as a research analyst. Prior to GCLP he held the role of vice president/regional director at JanusINTECH Institutional Asset Management and previously at Capital Guardian Trust Company and JP Morgan Fleming Asset Management.
Rob graduated from the University of Western Ontario with an Honours BA and obtained his MBA from McGill University.
Brian Holland is Senior Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 1999 as Vice President, Investment Services and soon after assumed the role of Senior Vice President with responsibility for the firm’s institutional client service, and socially responsible investment portfolios.
His career in the financial services industry began in 1983, when he joined Moss Lawson & Co. brokerage firm, subsequently moving to Burns Fry. Prior to joining GCLP, Brian was a partner at Bolton Tremblay and before that a consultant to SEI.
Brian graduated from Trent University with a BSc in Economics with Mathematics.
Gregory Chai is Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 2009 to assume this role.
His career in the financial services industry began in 1992 when he joined Frank Russell as a quantitative analyst. This was followed by roles in various divisions of the organization, culminating in servicing Canadian institutional clients. Prior to joining GCLP he spent 10 years at a Barclays Global Investors with a variety of responsibilities, including product development, marketing and client servicing to pension plans, foundations and endowments.
Greg graduated from the University of Guelph with a Bachelor of Commerce (Honours). He is CFA® charterholder.
Joyce Hum is Vice President, Consultant Relations for Guardian Capital LP (GCLP). She joined GCLP in 2010 with a mandate to establish and actively service relationships with consulting firms within the North American consulting community.
Her career in the financial services industry began in 1994, when she joined Towers Perrin as an investment analyst and subsequently a consultant with a focus on pension, endowment and foundation investment needs. Prior to joining GCLP, Joyce was Vice President, Consultant Relations, State Street Global Advisors.
Joyce is an active board member for the Canadian Association of Investment Management Sales Executives (AIMSE) and a member of the CFA Institute.
Joyce graduated from the University of Toronto with a Bachelor of Commerce, an MBA from York University, Schulich School of Business, and is a CFA® charterholder.
John Schattenfield is Vice President, Institutional Services for Guardian Capital LLC (Guardian). He joined Guardian in 2016 and is responsible for building and servicing institutional client relationships throughout the Midwest and West of the United States.
John’s career in the financial services industry began in 1985, when he joined Bear Stearns. During his 30+ year industry tenure, John held a number of senior management roles with responsibility for institutional business development, distribution strategies and consultant relations, at firms such as Wells Capital, Scout Investments, US Bancorp Asset and Piper Capital. Directly prior to joining Guardian, John was VP/Director, Institutional Business Development for Wells Capital, a US$480Bn global asset manager, working with corporate, public, endowment and foundation markets.
John graduated from Oglethorpe University (Atlanta, GA) with a Bachelors of Business Administration (Economics/Business).