Grace Jonathan

B.Sc (Hons), MBA
Trading Support Administrator
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Grace Jonathan brings a dynamic blend of organizational expertise and client-focused service to her role as Trading Support Administrator at Capstone Asset Management. Since joining the team in June 2024, Grace has been a steadfast source of support for clients and colleagues alike, earning their trust with her approachable demeanor and unwavering dedication.

With a Bachelor of Science in Horticultural Sciences (Honours) and an MBA in International Business, Grace combines a strong academic foundation with practical experience. Her previous roles have honed her skills in problem-solving, multitasking, and delivering exceptional customer service.

Grace’s client-centric approach ensures every interaction is positive and productive. She is passionate about building long-lasting relationships through responsiveness, attention to detail, and a deep commitment to understanding individual client needs. Her collaborative spirit fosters a supportive team environment that drives collective success. Known for her strong work ethic and can-do attitude, Grace consistently goes above and beyond to exceed expectations.

Beyond the office, Grace is an enthusiastic volunteer, sharing her love for dancing and cooking with children at the Mysore Hope Centre, an NGO. In her free time, she enjoys singing, playing guitar, running, and exploring parks and beaches with friends and family.

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Grace Jonathan

Grace Jonathan

B.Sc (Hons), MBA

Trading Support Administrator

Stephen Smith

Stephen Smith

CIM, FCSI

Chief Compliance Officer & Portfolio Manager

Pieter de la Rey

Pieter de la Rey

M.Comm, CPA, CA

Chief Financial Officer

Abigail MacEwan

Abigail MacEwan

BA

Administrative Assistant

Felix Wong

Felix Wong

CPA, CGA, BSc

Controller

Maria Dawes

Maria Dawes

CFP, CIM, BBA (Honours)

Portfolio Manager

Trent Heppner

Trent Heppner

Relationship Manager and Dealing Representative

Danielle Capa

Danielle Capa

Administrative Assistant

Micheline Lybbert

Micheline Lybbert

Analyst

Beth Murray

Beth Murray

BSC

Events Manager

Rachel Rajasooriar

Rachel Rajasooriar

Accountant

Ashton Noot

Ashton Noot

BBA

Dealing Representative & Associate Relationship Manager

Harrison Cho

Harrison Cho

Associate Portfolio Manager

Gerard Feliciano

Gerard Feliciano

EPC, RIS

Director, Business Development

Kit Lui

Kit Lui

Senior Legal Counsel

Irene Onwubuya

Irene Onwubuya

Compliance Administrator

Cory Gaston

Cory Gaston

BA

Technology Officer

Lori McGregor

Lori McGregor

Administrative Assistant

Caleb Zhang

Caleb Zhang

Associate Portfolio Manager

Janet Kim Sing

Janet Kim Sing

CFA, BSc

Portfolio Manager

Clayton Rutquist

Clayton Rutquist

CPA, CMA

Director, Real Estate Investments

Denise Detweiler

Denise Detweiler

Investment Funds Administrator

Michelle Winger

Michelle Winger

BA

Administrative Operations Manager

Paul Carter

Paul Carter

CFA

Chief Investment Officer

Joey Wood

Joey Wood

Business Development Associate & Dealing Representative

Cassy Aldridge

Cassy Aldridge

Fund Operations Coordinator

Glenn Murray

Glenn Murray

CFA, BA (ECON), CFBA, CFWA

President & Chief Executive Officer

Soo Khim Yeo

Soo Khim Yeo

MCS, BA (Honours)

Receptionist/Administrative Assistant

Kelly Shin

Kelly Shin

BA

Executive Assistant - Janet Kim Sing

Leanne Tharratt

Leanne Tharratt

Executive Assistant - Glenn Murray

Michelle Brigole

Michelle Brigole

Mortgage Administrator