RFA Executive team

Emma is a CFA charterholder with a Bachelor of Arts in Economics and Financial Management from Wilfrid Laurier University in Waterloo.

Before Rotman, Emma worked in the capacity of research and analysis Associate to Dimensional Fund Advisors. She was responsible for various client servicing aspects and research-based analyses to support the Sales team. Outside of school, Emma is the Finance Lead at Memoryz, a HealthTech startup and a Member of WoodGreen Foundation’s Young Leaders Council. 

This summer, Emma worked as a Summer Senior Associate at Clairvest Group, a mid-market private equity firm.

Tim holds a BComm from the University of Saskatchewan and is a Level III CFA Candidate.

Prior to Rotman, Tim worked at Westcap Mgt. Ltd., a mid-market private equity firm in Saskatoon, Saskatchewan. At Westcap Mgt. Ltd., Tim was an Investment Analyst working on the Investment Team.

For his summer internship, Tim worked at CIBC Capital Markets as an Investment Banking Summer Associate in the Global Infrastructure and Power Group.

Andrew holds a Bachelor of Management from Western University in London, Ontario. 

Prior to Rotman, Andrew worked for Starlight Investments, where he focused on the acquisition and management of real estate investments throughout the United States. His previous experience includes corporate finance and investment roles with Four Seasons Hotels and Resorts at their global headquarters in Toronto. 

This summer, Andrew worked as an Investments Intern with Graywood, a Toronto-based real estate investment management firm.

Lucy Fan is a CPA and holds a Bachelor’s in Business Management and Organizational Studies from Western University.

Prior to Rotman, Lucy was a Senior Accountant at BDO LLP, within their Audit and Assurance practice. Within the practice, she audited fitness, manufacturing, financial institutions, and various other sectors.

For her internship, Lucy worked as a Summer Associate in Equity Research at CIBC.

Andrew holds a Bachelor of Science in Honours Neuroscience from McGill University, where he developed an optogenetic kindling model of epilepsy.

Prior to Rotman, Andrew worked as a chef in fine dining restaurants, most recently at Actinolite restaurant, where he worked as the saucier.

For his summer internship, Andrew worked at CIBC Capital Markets as an Investment Banking Summer Associate in the Mergers and Acquisitions Group.

Helen is a CFA charterholder and graduated from a Bachelor of Math specializing in Finance from University of Waterloo. 

She is a candidate of the MEMBA program at Rotman and currently working as an International Equity Salesperson at Citi Canada. Her prior positions and internships include investment banking at Scotiabank and Investment Research Associate within Total Portfolio Management at CPPIB.

Christy holds two Bachelor of International Business Administration from Memorial University of Newfoundland and South Western University of Finance and Economics in China.

Prior to Rotman, Christy worked for RBC as a Banking Advisor, where she organized multiple events to promote diversity and inclusion, and helped hundreds of newcomers and international students access Canadian banking. 

This summer, Christy worked for the Corporate & Institutional Banking team of BNP Paribas in Montreal.

Michael Holds a Bachelor of Applied Science in Mining Engineering from the University of Alberta, during which he completed the coop program consisting of three work rotations.

Prior to Rotman, Michael worked as an associate at BMO Private Banking in Edmonton. At BMO, he coordinated with a team of financial professionals to facilitate clients’ banking, borrowing, investing, wealth planning, philanthropy, and trust needs.

Nonso is a Chartered Professional Accountant and a CFA charterholder. He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba.

While pursuing the Morning & Evening MBA program at Rotman, Nonso works full-time as a Manager in Corporate Finance at Mackenzie Investments, a leading investment management firm that provides investment advisory and related services to retail and institutional clients.

For his summer internship, Nonso was with the Investment Banking Division at Morgan Stanley.

Bill holds a Bachelor’s degree in Mechanical Engineering from University of Toronto. He is part of University of Toronto’s joint Skoll BASc/MBA Program.

Prior to Rotman, Bill worked at SUEZ Water Technologies & Solutions as a Mechanical Engineer, where he participated in the development of water treatment equipment & systems and in the sustaining of existing platform systems.

For his summer internship, Bill worked at Scotiabank Global Banking & Markets within the Global Capital Markets Banking Group.

Georgina holds a Bachelor of Mathematics from the University of Waterloo in Waterloo, Ontario.

Prior to Rotman, Georgina was working at a private wealth management company in Toronto providing wealth planning and portfolio management service to high-net-worth clients with long-term relationship management. 

For her summer internship, Georgina worked as a Summer Investment Associate with WinnerMax Capital in Toronto.

Aderonke is a CFA charterholder and holds a Bachelor of Science degree in Economics from University of Lagos, Nigeria.

Prior to Rotman, Aderonke led financial services research at Chapel Hill Denham in Lagos, mainly covering the Nigeria banking and insurance sectors. She also co-published macroeconomic and fixed income research reports, and previously covered the industrial goods and consumer goods sectors.