Brian Holland is Senior Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 1999 as Vice President, Investment Services and soon after assumed the role of Senior Vice President with responsibility for the firm’s institutional client service, and socially responsible investment portfolios.
His career in the financial services industry began in 1983, when he joined Moss Lawson & Co. brokerage firm, subsequently moving to Burns Fry. Prior to joining GCLP, Brian was a partner at Bolton Tremblay and before that a consultant to SEI.
Brian graduated from Trent University with a BSc in Economics with Mathematics.
Gregory Chai is Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 2009 to assume this role.
His career in the financial services industry began in 1992 when he joined Frank Russell as a quantitative analyst. This was followed by roles in various divisions of the organization, culminating in servicing Canadian institutional clients. Prior to joining GCLP he spent 10 years at a Barclays Global Investors with a variety of responsibilities, including product development, marketing and client servicing to pension plans, foundations and endowments.
Greg graduated from the University of Guelph with a Bachelor of Commerce (Honours). He is CFA® charterholder.
Joseph (Joe) Sweigart is Senior Director, Latin American Institutional Distribution for Guardian Capital LLC (Guardian). He joined Guardian in 2018 with the mandate to lead distribution activities in Latin America, with concentration on Brazil, the Andean region, and Mexico.
His career in the financial services industry began in 1981 when he joined Bankers Trust Company (now Deutsche Bank) with postings in New York and London. In 1995, he accepted the role of Director, Head of Latin American Distribution for Fleming Asset Management, based in London and New York. In 2000, JP Morgan and Flemings merged, and he advanced to Managing Director, Head of Latin American Funds Distribution, a position he held for 13 years. Directly prior to joining Guardian, he was Vice President, Institutional Distribution, Latin America for Columbia Threadneedle Investments.
Joseph graduated from University of California, Santa Barbara with a BA in Hispanic Civilization. He earned an MA in Latin American Studies from Stanford University and took his PhD in History at the University of Texas at Austin. He is the author of Coffee factorage and the emergence of a Brazilian capital market, 1850-1888, New York: Garland, 1987.
Sherry Lee Gregory is the Vice President, Institutional Sales and Consultant Relations for Guardian Capital LP (GCLP). She joined Guardian in 2020 and targets business opportunities with pension plan sponsors and other institutional investors and will lead responsibility for relationships with Investment Consultants.
She brings to Guardian extensive experience in the financial services sector, with proven skills in sales, relationship management, consulting and consultant relations. Prior to joining Guardian, she spent the last five years as Vice President, Consultant Relations with Franklin Templeton in Toronto. Previously, she spent nearly a decade with RBC Investor & Treasury Services in Canada and the US, and five years with AON Consulting.
Sherry Lee received a Bachelor of Commerce (Co-op) from Memorial University of Newfoundland and an Executive MBA from St Mary’s University
Steven Goth is Vice President, Client Service for Guardian Capital LP (Guardian). He joined Guardian in 2023 with responsibility to develop and sustain institutional client relationships.
Steven’s career in the financial services industry began in 2003, when he joined James P. Marshall. Prior to joining Guardian, Steven was the Senior Client Relationship Manager for abrdn (formerly Standard Life Aberdeen), supporting domestic clients of their non-Canadian equity strategies. Prior to abrdn, Steven gained wide-ranging experience as an investment consultant at Aon where he worked for a number of years.
Steven graduated from Queen’s University. He is a CFA® Charterholder and has earned a Certificate in ESG Investing from the CFA Institute.