Caleb Zhang
Analyst
"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent in neque ac augue lobortis lacinia. Aliquam auctor hendrerit blandit. "
In 2023, Caleb joined the Capstone team as an Analyst. Caleb holds a Bachelor of Business Administration, with a specialization in Finance, from Trinity Western University. He completed the Canadian Securities Course and is currently a CFA level one candidate. Caleb’s commitment to education has allowed him to understand complex investment problems and discover solutions quickly. His innate ability to comprehend the numbers behind investment opportunities makes him an invaluable asset to the Capstone team.
During his time at Trinity Western University, Caleb worked in the student-managed investment fund as both a Research Analyst and Portfolio Manager, giving him hands-on experience that translates directly to the work he does daily.
Caleb has had the opportunity to travel to Indonesia and Singapore for community service and mission trips, volunteering with the YMCA and serving children with disabilities at various events. He also enjoys reading, especially anything related to investments and finance, playing badminton, and spending time with friends.
Meet more of our Capstone team
view all profiles
Ashton Noot
BBA
Dealing Representative & Associate Relationship Manager
Trent Heppner
Relationship Manager and Dealing Representative
Abigail MacEwan
BA
Administrative Assistant
Paul Carter
CFA
Chief Investment Officer
Felix Wong
CPA, CGA, BSc
Controller
Rachel Rajasooriar
Accountant
Leanne Tharratt
Executive Assistant - Glenn Murray
Danielle Capa
Administrative Assistant
Harrison Cho
Analyst
Lori McGregor
Administrative Assistant
Kit Lui
Senior Legal Counsel
Kelly Shin
BA
Executive Assistant - Janet Kim Sing
Clayton Rutquist
CPA, CMA
Director, Real Estate Investments
Denise Detweiler
Investment Funds Administrator
Joey Wood
Dealing Representative and Executive Assistant - Maria Dawes
Maria Dawes
CFP, CIM, BBA (Honours)
Portfolio Manager
Beth Murray
BSC
Events Manager
Stephen Smith
CIM, FCSI
Chief Compliance Officer & Portfolio Manager
Grace Jonathan
B.Sc (Hons), MBA
Administrative Assistant
Cory Gaston
BA
Technology Officer
Caleb Zhang
Analyst
Soo Khim Yeo
MCS, BA (Honours)
Receptionist/Administrative Assistant
Pieter de la Rey
M.Comm, CPA, CA
Chief Financial Officer
Micheline Basarab
Analyst
Michelle Brigole
Mortgage Administrator
Glenn Murray
CFA, BA (ECON), CFBA, CFWA
President & Chief Executive Officer
Michelle Winger
BA
Administrative Operations Manager
Gerard Feliciano
EPC, RIS
Director, Business Development
Cassy Aldridge
Trader
Janet Kim Sing
CFA, BSc
Portfolio Manager