Jamie is responsible for overseeing all aspects of the firm’s Canadian asset allocation franchise, including portfolio management, research and development, product development, business development, and trading. He leads Canadian portfolio management efforts across a wide range of multi-asset and multimanager solutions. In addition, as global head of tactical asset allocation, Jamie takes a leading role in driving the tactical positioning and the portfolio construction process of tactically oriented solutions globally. 

Previously, Jamie was the chief investment officer for McLean and Partners in Calgary. Prior to that, he was vice president, proprietary investments (equities), at Manulife Financial, following four years as an internal hedge fund manager there. Earlier in his career, he held executive positions at CTSecurities, J.P. Morgan Canada, and BLC Securities. Jamie holds the Canadian Investment Manager designation.

• Education: M.B.A., Concordia University; B.B.A., University of New Brunswick
• Joined the company: 2000
• Began career: 1982

Alex's responsibilities include the day-to-day monitoring and portfolio management of the multi-asset solutions team’s Canadian-based asset allocation portfolios. He also provides fundamental and macroeconomic research and support for asset allocation initiatives globally. His work spans a wide range of topics, including long-term expected return forecasting for several developed countries as well as the design of tactical asset allocation models. Previously, Alex worked as an intern for the global markets strategies team and for the North American equities team. Alex holds the Chartered Financial Analyst designation.

• Education: B.B.A., Finance, Wilfrid Laurier University
• Joined the company: 2011
• Began career: 2010

Jenny’s primary duties on the multi-asset solutions team entail executing daily trading and rebalancing the Canada-based asset allocation portfolios. She's also responsible for closely monitoring the day-to-day activities related to portfolio management. Additionally, she contributes to the optimization and construction of these portfolios. As a portfolio manager on the systematic equity team, she manages passive equity portfolios and conducts analyses on indexes and corporate actions, with an emphasis on closely tracking the index performance. As one of the primary traders for both teams, she specializes in derivatives and equity trading and formulates optimal implementation strategies for all trades. Jenny holds the Chartered Financial Analyst designation.

• Education: B.Math Honours, Actuarial Science with Finance Option, University of Waterloo
• Joined the company: 2010
• Began career: 2010

Misbah is a senior investment analyst whose responsibilities include the monitoring and portfolio management of the multi-asset solutions team’s Canada-based asset allocation portfolios with a focus on portfolio construction, assisting in the trading and rebalancing of the portfolios, and conducting investment research at the asset class, region, and sector levels. Previously, Misbah worked as a senior portfolio analyst for multi-asset solutions at Scotiabank, where she focused on the fund-of-funds management of growth-oriented portfolios, North American equities, and liquid alternatives and relative currency overlay. Prior to that, she was in the wealth practice at Mercer, consulting on defined benefit pension plans, endowments, and foundations. Misbah holds the Chartered Financial Analyst designation.

• Education: Hons B.Sc. with Distinction, University of Toronto
• Joined the company: 2022
• Began career: 2015

In addition to his portfolio management responsibilities, Nathan is chief investment officer of the firm’s multi-asset solutions team. In these roles, he’s the lead portfolio manager on a range of multi-asset and asset allocation strategies and leads the investment decision-making process as well as the development and growth of the firm’s multi-asset solutions. During his time with Manulife, Nathan has served in many senior asset allocation and research roles spanning Canada, Asia, Europe, and the United States.

Previously, Nathan was vice president and director of investments, investment management services, for John Hancock Financial, the U.S. division of Manulife Financial. In that role, he was responsible for leading manager research efforts, asset class research, and the development and daily monitoring of investment platforms in the United States and Asia. Prior to joining John Hancock, he was a senior portfolio analyst within the investment management division of Fidelity Investments and, before that, he was a senior product consultant at RBC Wealth Management. Nathan holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

• Education: M.B.A., B.A., University of Minnesota
• Joined the company: 2008
• Began career: 2000

Based in Boston, Geoff is responsible for designing, delivering, and managing bespoke cross-asset class investment solutions, including pension and retirement solutions, risk management- and outcome-oriented solutions, and multimanager portfolios, including public and private assets.

Geoff joined the firm from State Street Global Advisors, where he was global head of research for the firm’s investment solutions group. Prior to that, he spent over 14 years at Putnam Investments as a managing director and portfolio manager. Geoff holds the Certified Financial Analyst designation.

• Education: M.B.A., Duke University; B.A., Washington State University
• Joined the company: 2018
• Began career: 1994

Frances forecasts global macroeconomic and financial trends, analyzes the economy and capital markets for potential opportunities and risks, and serves as a thought leader both within the firm and externally. As a senior member of the firm’s multi-asset solutions team, she coordinates global macro research, assists in the team’s return forecasting process, and contributes to portfolio positioning views.

Prior to joining Manulife, Frances worked as a financial economist for Scotiabank in Toronto, and before that as a global macro analyst for Pavilion Global Markets in Montreal. Earlier in her career, she held various positions at Deloitte, Roubini Global Economics, and Bank of Canada. Frances is a frequent public speaker and regularly appears in international media. 

• Education: M.A., Economics, New York University; B.A., Economics, Queen's University
• Joined the company: 2016
• Began career: 2008

Ben supports investment capabilities within the firm’s multi-asset solutions team, including the globally based asset allocation team and the quantitative management team, which focus on liability-driven investing and other various liquid alternative investments. Prior to joining Manulife’s asset management organization, he was assistant vice president and head of platform development for Manulife’s Asia wealth management team based in Hong Kong. Previously, he worked for Manulife/John Hancock in the United States in various roles, including selecting funds for Manulife’s U.S.-based wealth management businesses and selling separately managed accounts to independent financial advisors. Ben started his career at Lord, Abbett & Company selling mutual funds, retirement plans, and separately managed accounts to financial advisors across the United States. Ben holds the Chartered Financial Analyst designation.

• Education: B.A., Philosophy and Religion, Colgate University
• Joined the company: 2013
• Began career: 2000