Who we are

Scott Barnum, CFA

Senior Portfolio Manager

Primarily focused on day-to-day portfolio management, Scott utilizes his CFA background and over 28 years of experience to analyze a large amount of investment research. Scott is responsible for selecting global portfolio managers, asset mix and world wide equity research. Scott also utilizes technical analysis as evidenced by his famous "wall of charts". By combining technical and fundamental analysis the team is able to identify trends proactively.

Scott enjoys old boys hockey and is an avid golfer.

  • 34 years of investment experience; working with both institutional and private clients
  • Interests include: golf, cross country skiing, and old boys hockey

Don Behan, CFA

Senior Portfolio Manager

Don is a Chartered Financial Analyst (CFA) with over 26 years of industry experience. He primarily focuses on portfolio management with an emphasis on face to face meetings with company management. Don continues to build relationships with our internal partners within BMO Financial Group and our network of professionals across the country so that he has a better understanding of sector and company issues.

Don is active in coaching his boys' soccer and ski teams and is a co-founder of the "Beaver Valley 180" charity bike ride.

  • 32 years of investment experience; working with both institutional and private clients
  • Interests include: cycling, skiing, and family

Robert Zanfir, CFP®, CIM®

Investment Advisor and Financial Planner
  • Over 12 years of financial planning and investment management experience
  • Attended Law School in California
  • Interests include: Travel, food/wine and Football/Basketball

Diana Lambropoulos

Investment Representative

Diana has over 19 years of experience in financial services and heads up the operations component of our team. Her primary responsibilities include syndicated deals, stock reorganizations and client documentation. For all administrative issues Diana can be contacted directly.

Diana is active in her community and enjoy spending time with her husband and children.

 

  • Head of operations for our team
  • Over 25 years of experience in financial services
  • Interests include: reading, baking and travel

Jayson Fernandes

Investment Representative
  • Over 8 years in the Financial Services Sector
  • Interests include Football (the one where you only use your feet) and travelling abroad