The Management Committee is a team of seasoned professionals responsible for developing and implementing the firm's strategic and business plans.
Jim joined Leith Wheeler in 2009. He has extensive investment experience in Canadian and U.S. fixed income markets through his time at HSBC Asset Management/M.K. Wong & Associates in Vancouver (1993-2001) and Barclays Global Investors (BGI) in San Francisco (2002-2009). Among his achievements were building out and managing a team of professionals covering interest rate strategies, corporate credit, securitized credit, and emerging markets; launching and managing a successful fixed income hedge fund; developing platforms to manage risk; and developing customized client solutions and liability driven solutions. He leads Leith Wheeler's bond team and chairs Leith Wheeler's Portfolio Review Committee.
Jim is a graduate of University of British Columbia (B.Comm with honours). After his work at HSBC, Jim earned his Masters degree in Financial Engineering at the University of California, Berkeley. Jim holds a Chartered Financial Analyst (CFA) designation.
Jim serves on the Faculty Advisory Board for the Sauder School of Business at the University of British Columbia as well as on the Steering Committee for the Masters of Financial Engineering Program at the University of California Berkeley.
Cecilia Wong joined Leith Wheeler in 1995 after seven years at Price Waterhouse Chartered Accountants as an audit manager in their Audit and Assurance practice. She is responsible for the financial, compliance and operations of Leith Wheeler.
Cecilia is a graduate of University of British Columbia (B.Comm. 1989) and has been in the industry since 1995. She holds a Chartered Financial Analyst (CFA) designation, and is a member of the Institute of Chartered Accountants of British Columbia (ICABC) and CFA Vancouver.
Bill Dye, who joined Leith Wheeler in May 1985, is an analyst and portfolio manager and a member of the firm’s Management Committee. Bill’s areas of responsibility within the Canadian Equity Committee include Financials, Golds and Precious Metals. In addition to his portfolio management and equity research experience, Bill spent five years as trader of the firm’s bond portfolios.
Bill is a member and past director of CFA Vancouver, a graduate of University of British Columbia (B.Comm., Honours, 1985) and holds a Chartered Financial Analyst (CFA) designation. He has been a member of the U.B.C. Portfolio Management Foundation Client Committee for several years.
Gordon Gibbons joined Leith Wheeler in June 1994, with eight years of portfolio management experience at Canada Trust. He is a member of Leith Wheeler’s Management Committee, with responsibility for our pension business.
Gordon manages pension and institutional portfolios. He is a graduate of Simon Fraser University (B.A. Economics, 1985), past president of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation. Gordon served on the Board of the International Foundation of Employee Benefit Plans and is a member of its Investment Committee.
Jon Palfrey joined Leith Wheeler in November 1996. He is the head of Private Client and Foundations and a member of the firm’s Management Committee.
Jon is a graduate of University of British Columbia (B. Comm. 1990), a member of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation. Additionally, Jon sits on and advises a number of boards in the non-profit community.
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