Marketing & Operations
Partner & Co-Founder
Jennifer Mersereau is Partner and co-founder of Hamilton Capital and a co-manager of the firm’s actively managed ETFs and investment funds. Specializing in the financial services sector for her entire professional career, Jennifer performs on the ground research visiting financial services firms around the globe. Prior to the founding of Hamilton Capital, Jennifer worked with Rob Wessel at the dealer arm of a Big-6 Canadian bank first in the capacity of Associate Analyst, Financial Services (assisting in the equity research coverage of the large-cap Canadian banks and life insurance companies), and later as co-manager of a successful internal long-short strategy specializing in financial services stocks.
Jennifer began her career at a major Canadian insurance company, where she held various roles of increasing responsibility in the Life Insurance New Product Pricing, Corporate Actuarial, and Investment Product Financial Management departments. She has a Bachelor of Science in Mathematics and a Diploma of Engineering, both from the University of Prince Edward Island. Jennifer is a Fellow of the Society of Actuaries, an Associate of the Canadian Institute of Actuaries and a CFA charterholder.
Managing Partner & Co-Founder
Rob is Managing Partner and co-founder of Hamilton Capital, an investment management firm specializing in the global financial services sector since 2009. Rob has specialized in the financial services sector for over 20 years. Prior to founding Hamilton Capital, Rob worked at a Big-6 Canadian bank where he successfully co-managed an internal long/short strategy specializing in financial services equities for nearly two years overlapping the financial crisis. From 2001 to 2007, Rob was a Financial Services Analyst, covering the Canadian banks and life insurers; during this time Rob was voted an “All Star” analyst by institutional investors each and every full year (according to Brendan Wood International). Earlier in his career, Rob gained experience in corporate finance and investment banking at a bank-owned dealer. Rob has a Bachelor of Business Administration from Wilfrid Laurier University and is a Chartered Accountant and a CFA charterholder.
Portfolio Manager & Head of Trade Execution
Babak is Portfolio Manager & Head of Trade Execution and a partner of Hamilton Capital and an integral member of the firm’s investment management team since its inception. As Portfolio Manager, Babak assists in the management of Hamilton Capital’s actively managed ETFs and investment funds, with an emphasis on quantitative and technical analysis. Babak is also responsible for all trading related functions, from trade execution to communicating with market makers and clients for bulk orders of Hamilton Capital ETFs. Babak holds a Bachelor of Applied Science in Honours Systems Design Engineering from the University of Waterloo and is a CFA charterholder.
Aditi is a Portfolio Manager with Hamilton Capital, assisting in the management of the firm’s ETFs with an emphasis on bottom-up security selection and fundamental equity research. Prior to joining Hamilton Capital in 2018, Aditi spent almost 10 years on the buy and sell-sides covering the global financial services sector, specializing in Europe and Asia. Most recently, in the role of Global Equity Analyst, Aditi helped manage the financial sector allocation of the equity funds for a leading Canadian asset manager. There she provided analytical coverage of the global financials and REIT sector. Aditi began her career in equity research in India where she covered the Indian financials sector including banks, insurers, and diversified financial institutions for almost 6 years. She has an MBA from the Ivey Business School at Western University and is a CFA charterholder.
Partner, Managing Director of Business Development
Pat is a Partner, Managing Director of Business Development with Hamilton Capital and is responsible for all forms of firm’s sales and marketing activities. Since joining the firm in 2013, he has contributed to the firm’s asset growth through his close work and partnership with portfolio managers and investment advisors across Canada who integrate Hamilton Capital’s actively managed ETFs into their portfolios. Pat has 13 years of experience in the financial services sector in progressive sales and marketing roles, and has an Honours Bachelor of Arts from Queen’s University.
Manager, Business Development
Dan is Manager, Business Development with Hamilton Capital. Based in Toronto, Dan supports the firm’s business development activities by growing its presence in Western Canada. He also works alongside Pat Sommerville, supporting the firm’s business development efforts in Central and Eastern Canada. Prior to joining Hamilton Capital in 2017, Dan was a Sales Associate at a Big-6 Canadian bank where he provided sales support for its ETFs. Dan has an Honours Bachelor of Arts from the University of Toronto and is a CFA Level II Candidate.
Director of Operations
Derek is the Director of Operations and a partner of Hamilton Capital and is responsible for all aspects of the firm’s operations and financial functions. Derek manages the firm’s regulatory reporting, performance monitoring, supports the firm’s marketing and shareholder needs and is the firm’s Chief Compliance Officer. In previous roles at Hamilton Capital, Derek helped manage the firm’s operations in addition to providing fundamental research support. Derek has a Bachelor of Applied Science in Honours Systems Design Engineering with an Option in Management Sciences and specialization in Intelligent Systems from the University of Waterloo. Derek is a CFA charterholder.