Diane is responsible for developing and implementing the core bond strategy, in collaboration with other members of the Core Bond Team. She also co-leads the firm’s corporate bond strategy and has primary responsibility for the management of corporate core bond portfolios. She is involved in new business development and client service for many Addenda clients. In addition, Diane helped develop and now leads the Impact Fixed Income Fund.
Member of:
- Investment Committee
- Brokerage Committee
- Corporate Sustainability Initiative Committee
Career:
- Addenda Capital: Vice-President, Fixed Income and Co-Head, Corporate Bonds (since 2023); Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds (2016-2023); Senior Portfolio Manager, Core Fixed Income (2012-2016); Portfolio Manager, Core Fixed Income (2008-2012)
- Co-operators Investment Counselling Limited: Portfolio Manager (2006-2008); Assistant Portfolio Manager, Fixed Income (2004-2006); Fixed Income Analyst and Money Market Trader (2000-2004); Investment Administrator (1998-2000)
- Co-operators General Insurance Company: (1997-1998)
Education:
- Bachelor of Commerce degree with a major in Economics and Finance, completed with distinction, from the University of Guelph
- Chartered Financial Analyst (CFA) designation