Butler|Philbrick|Gordillo and Associates*

Adam Butler, CFA, CAIA, AIF

Senior Vice President, Portfolio Manager
 

I am a Portfolio Manager who holds the Chartered Financial Analyst (CFA) designation, the industry’s most respected credential. I also hold the Chartered Alternative Investment Analyst (CAIA) designation.

In partnership with Michael Philbrick and Rodrigo Gordillo, I lead Butler|Philbrick|Gordillo and Associates* within Macquarie Private Wealth at the firm's Toronto Head Office. We joined Macquarie Private Wealth in the fall of 2011 because the firm shares our values, welcomes innovative ideas and provides the support we need to drive them forward for the benefit of all our clients.

Before starting my career in the investment business in 1998 as an equity trader at Scotia Capital Markets, I earned an Honours Bachelor of Arts degree in Psychology at Queen's University. I moved on to advise private clients at BMO Nesbitt Burns before moving to Richardson GMP in 2007, where I attained the position of Director, Wealth Management and partnered with Michael Philbrick to form Butler|Philbrick and Associates. I achieved my CFA designation in 2006 and was granted Associate Portfolio Manager status in 2007. In addition, I acquired my CAIA designation in 2007 to better evaluate and recommend alternative investments such as hedge funds.

A Newfoundlander, I grew up in a medical family, surrounded by healthcare professionals, which sparked my passion for serving this professional community. I currently live in Toronto where I enjoy spending time with my wife, Lauren, and our three young children.

Michael Philbrick, CIM^®, AIFP

Senior Vice President, Portfolio Manager
 

I am a Chartered Investment Manager (CIM^®), Accredited Investment Fiduciary Professional (AIFP) and Portfolio Manager. In partnership with Adam Butler and Rodrigo Gordillo, I lead Butler|Philbrick|Gordillo and Associates* within Macquarie Private Wealth at the firm's Toronto Head Office. We joined Macquarie Private Wealth in the fall of 2011 because the firm shares our values, welcomes innovative ideas and provides the support we need to drive them forward for the benefit of all our clients.

Before starting in the financial services industry in 1991, I earned a Bachelor's degree in Economics from Carleton University. I became an Investment Advisor with BMO Nesbitt Burns in 1994 and in 2002 moved my practice to ScotiaMcLeod where I assumed the duties of Branch Manager. In 2006, I joined GMP Private Client in Toronto which evolved into Richardson GMP, where I became a Director, Wealth Management and partnered with Adam Butler to form Butler|Philbrick and Associates.

I was proud to be recognized as one of the Top 40 under 40 in 2006 by Business Link Magazine, was a founding board member of Hamilton's Juravinski Cancer Centre and am a former Canadian Football League player. During my eight-year career with the Hamilton Ti-Cats, I competed in two Grey Cup games, in 1998 and 1999, winning the Grey Cup in 1999. An active Ti-Cat alumnus, I currently serve on the Board of the Hamilton Tiger-Cat Athletic Trust Fund. I live in Toronto with my wife, Sharon, and our two daughters.

Rodrigo Gordillo, CIM^®

Portfolio Manager
 

I am a Chartered Investment Manager (CIM^®) and Portfolio Manager. In partnership with Adam Butler and Mike Philbrick, I lead Butler|Philbrick|Gordillo and Associates* within Macquarie Private Wealth at the firm's Toronto Head Office. I began my career at Manulife Financial working on the US side of the pension plan business. I then transitioned into the ultra-high net worth space while at a boutique advisory firm in Toronto prior to joining the predecessor firm to Macquarie Private Wealth in 2006. My focus has been to set myself apart in the wealth management space by focusing on an approach individual investors may not have thought they had access to in the past:  true pension-style, multi-asset class diversification.

I was born and raised in Lima, Peru, am fluent in Spanish and represent clients both in Canada and South America. I am a proud Director of the Peruvian-Canadian Chamber of Commerce. In 2011 I was proud to be recognized with the Award of Excellence in recognition of dedication and commitment for the chamber and  the development of business between Peru and Canada.

 

Lee Richards

Associate Investment Advisor
 

Lee Richards has worked in financial services for more than 25 years. Lee fostered an interest in investing in the early 1990s as a Mutual Fund Sales Representative at the Bank of Montreal. Later, she studied and successfully completed the Certified Financial Planning (CFP) exam. Lee transitioned to the brokerage division in 2000, and in 2002 she joined Michael Philbrick at ScotiaMcLeod. When presented with the opportunity to join GMP Private Client with Michael in 2006, she accepted because she thoroughly enjoyed working with him and his clients.

Committed to lifelong learning, Lee recently achieved her qualification to execute options transactions on behalf of our clients. She enjoys rounds of golf with her husband Gary and enjoys visits from her two daughters who are studying at university.

David Varadi

Investment Services Associate
 

David previously worked as Principal and Chief Research Officer for Quoceant LLC, a Los Angeles based hedge fund, where he was responsible for developing many of the firm’s new systems and portfolio management algorithms. Previously, David was the Founder and President of CSS Analytics Corp. (CSSA), an institutional consulting firm that provided medium-sized hedge funds and asset managers with analytics, quantitative systems and portfolio tools. The CSS Analytics blog is currently one of the most popular and well-respected sources for original quantitative research worldwide.

Prior to CSSA, David worked at the Royal Bank of Canada’s financial group as an Investment Advisor. While employed by Frank Russell Company, David served pension clients in portfolio trading and operations and also worked as a Research Associate at the Fields Institute of Applied Math in the Individual Finance and Insurance Decisions Centre. This work was done in direct collaboration with world-renowned finance professor Dr. Moshe Milevsky.

David holds an MBA in Finance from the Schulich School of Business in Toronto and an Honours Degree in Psychology from the University of Western Ontario, where his focus was on cognition and human intelligence. 

Roxana Mosneagu

Investment Services Associate
 

Roxana has worked in financial services industry since 2002. She began her career at TD Bank, while completing her undergraduate studies at the University of Toronto. She joined GMP Private Client in 2006 having previously worked as a Financial Advisor at TD Canada Trust. Roxana graduated from University of Toronto in 2004 with a BA in Economics and Geography and completed the Canadian Securities Course shortly after. Roxana has toured Europe extensively, enjoys traveling and is a devoted animal lover.

 

 

 

Carmen MacCallum

Investment Services Assistant
 

Carmen graduated in 2005 with an Honours Geography degree from the University of Western Ontario, having completed an exchange program at McGill University. She began her career in the investment business with GMP Private Client in 2006 as an assistant. Having completed the Canadian Securities Course, she now enjoys serving clients on a higher level. A keen student, she continues to enhance her knowledge of the investment world. Carmen enjoys an active lifestyle which includes snowboarding in the winter months and commuting by bike in the summer.