Neil brings over 20 years of progressively senior investment industry experience to his role of CEO and UDP of Gravitas Securities Inc (GSI).
Prior to joining GSI, Neil played an integral role in growing Cumberland Private Wealth, where he was an initial partner. He helped grow assets under management at this high net worth asset management company to over $1.7 billion during his ten-year tenure.
Neil was educated as a computer scientist at McGill University and was a founder of three investment software companies. He is also a CFA holder.
John Poulter, CFA
John is currently a managing partner, portfolio manager and Chief Investment Officer (CIO) at Gravitas Securities Inc. (GSI)
With more than two decades of progressively senior experience in securities selection and portfolio design, John is an industry veteran. At GSI, he is responsible for the company’s investment programs and product design.
John has an enviable track record of successful private and mutual fund design. Prior to joining GSI, he was a founding partner, portfolio manager and CIO of Cumberland Private Wealth Management, a Toronto based provider of high net worth solutions. John was also a senior member of Connor, Clark and Company’s investment management team. In both of these positions, he was responsible for the design and implemention of quantitative security selection and portfolio management systems. John also worked at CIBC-Wood Gundy where he added value to both the research department as a quantitative analyst and on the company’s proprietary trading desk developing risk based trading systems. John is currently a partner and architect of the Market IQ’s fundamental investment analytics. Market IQ is internet based provider of financial services applications.
John received his CFA designation in 1991 and a B.A. specializing in Financial Econometrics from the University of British Columbia. His speaking and presentation engagements have included the Richard Ivey School of Business and the Toronto Society of Chartered Financial Analysts.
Robert Carbonaro
Robert is a managing partner and is the head of GSI's Investment Banking Division
Prior to joining GSI, Robert was a founding member of Kingsdale Capital Market's corporate finance team. He established their New York based FINRA member investment banking firm which he ran as President and CEO.
He has over 15 years of extensive experience providing advisory and M&S services to a wide range of clients, include Middle Eastern and Asian companies looking for opportunities in the Canadian mining and financial sectors.
