Skip to content

Portfolio Manager Leaders

2016 PM Leaders

Erik Mosney – Healthcare

TCF Erik (1)Status: Portfolio Manager Leader

Profile:

Erik is a fourth year finance student in the Telfer School of Management’s Commerce program. He is currently a Portfolio Manager Leader at TCF, having previously held Portfolio Manager and Analyst positions within the Healthcare sector.

This past summer, he worked as an Analyst within The Minto Group’s asset management division, Minto Properties, reporting to the Director of Portfolio Analysis and performing private equity real estate investment management. In the summer of 2015, he worked along-side the CEO of The Minto Group, providing support and shadowing as the sole Analyst within a Companywide rotational program.

At the University of Ottawa, Erik has been a standout competitor within case competitions such as Jeux de Commerce Central and enjoys tutoring his peers in finance courses. An original member of the Capital Markets Mentorship Program at the University, he has been immersed in financial markets since his first undergraduate year.

Originally from Guelph Ontario, Erik graduated from Centennial C.V.I. where he played and coached varsity hockey. He enjoys reading biographies, golfing, playing guitar, and snowboarding.

Professional Experience:

Financial Analyst, Asset Management – Minto Properties, Ottawa (Summer 2016)

Financial Analyst, CEO – The Minto Group, Ottawa (Summer 2015 – Summer 2016)

Language Proficiency: English

Extra-Curricular Activities:

2015 Academic of the Year – Jeux de Commerce Central

2015 MVP (University of Ottawa) – Jeux de Commerce Central

3rd Place MIS Case 2015 – Jeux de Commerce Central

VP Finance/Ambassador – Cam’s Kids Charity

Jacob Truglia – Consumers

TCF JacobStatus: Portfolio Manager Leader

Profile:

Jacob is a fourth year student at the Telfer School of Management, pursuing a Bachelor of Commerce degree with a Finance specialization. Jacob currently serves as one of the Portfolio Manager Leaders at the Telfer Capital Fund.

This summer Jacob will be working at Collins Barrow on the Corporate Finance & Transaction Services group in Toronto. Jacob currently holds part time positions as a Lab Assistant at the financial research lab at the University of Ottawa and as an Investment Researcher at an Ottawa based tech start-up. Prior to this, Jacob worked as an analyst at a management consulting firm, HDR Decision Economics, which specializes in economic and financial analysis related projects.

Jacob is an Honour Role student at Telfer and was recently inducted to the Beta Gamma Sigma society for his outstanding academic achievements. Jacob will writing his CFA Level 1 exam in June of 2016 and will then be returning to the Telfer School of Management in the Fall for his final semester.

Prior to university, Jacob attended Colonel By High School which holds a reputation of being one of the most sought after high schools in the city. Throughout high school Jacob was an Honour Role student and was a competitive boxer outside of school. In his spare time Jacob Enjoys working out, outdoor activities, tutoring students in financial modelling and valuation, and reading.