Optimize Capital Markets Employee Directory

Optimize Capital Markets corporate office is located in 161 Bay St Fl 45, Toronto, Ontario, M5J 2S1, Canada and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Marketing

Sales

Operations

Optimize Capital Markets CEO

Matthew McGrathPresident, Chief Executive Officer & Chief Investment Officer

Phone

See Profile

Key Employees of Optimize Capital Markets

IC
Irene Cameron
Chief Financial Officer
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Optimize Capital Markets Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from Optimize Capital Markets

Hundreds of professionals searching for Optimize Capital Markets have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KH
Khoi Hoang
Email Direct
Associate
Canada , Ontario , Toronto

DN
Daniel Neblett
Email Direct
Portfolio Manager, At Optimize Wealth Management
Canada , Ontario , Toronto

AA
Ana-Maria Andric
Email Direct
Director, Human Resources
Canada , Ontario , Toronto

AN
Adam Newsome
Email Direct
Portfolio Manager & Senior Manager, Operations
Canada , Ontario , Toronto

CC
Chris Coholan
Email Direct
Chief Corporate Development Officer
Canada , Ontario , Toronto

JN
James Neals
Email Direct
Vice President, Portfolio Manager & Investment Committee Member
Canada , Ontario , Toronto

JC
Jia Chen
Email Direct
Manager, Fund Operations
Canada , Ontario , Toronto

HW
Harris Whiting
Email Direct
Associate Portfolio Manager, At Optimize Asset Management
Canada , Ontario , Toronto

DN
Derek Neal
Email Direct
Creative Director
Canada , Ontario , Toronto

PB
Phillip Bielecki
Email Direct
Vice President, Trading & Research
Canada , Ontario , Toronto

DL
Darwyne Lang
Email Direct
Wealth At Optmize Asset Management Planner
Canada , Ontario , Toronto

LC
Luca Ciminelli
Email Direct
Senior Portfolio Manager
Canada , Ontario , Toronto

IC
Irene Cameron
Email Direct
Chief Financial Officer
Canada , Ontario , Toronto

MM
Matthew McGrath
Email Direct
President, Chief Executive Officer & Chief Investment Officer
Canada , Ontario , Toronto

TG
Todd Gotlieb
Email Direct
Wealth Planner
Canada , Ontario , Toronto

NL
Nicole Leonard
Email Direct
Wealth Planner
Canada , Ontario , Toronto

SF
Shelley Finerty
Email Direct
Vice President, Practice Management
Canada , Ontario , Toronto

DF
Drew Finerty
Email Direct
Investment Advisor
Canada , Ontario , Toronto

DR
Douglas Ransom
Email Direct
Associate Portfolio Manager
Canada , Ontario , Toronto

SS
Stephen Scatterty
Email Direct
Manager, Insch Wealth Management
Canada , Ontario , Toronto

PS
Phillip Soares
Email Direct
Associate (Pending Portfolio Manager Registration)
Canada , Ontario , Toronto

MM
Michele McGrath
Email Direct
Senior Special Controller
Canada , Ontario , Toronto

JP
Joe Palhad
Email Direct
Senior Relationship Manager
Canada , Ontario , Toronto

DD
Daniel Duval
Email Direct
Senior Financial Planner
Canada , Ontario , Toronto

DC
Derrick Cim
Email Direct
Associate Portfolio Manager
Canada , Ontario , Toronto

123

Former Employees at Optimize Capital Markets

Explore people who held key positions, contributed to Optimize Capital Markets's success, and advanced their careers.

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Rohan Verma

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at Optimize Capital Markets (2017-2018)

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Vidhit Bhatia

Manager, Business Tran... at EY

Worked as Business Consultant

at Optimize Capital Markets (2018-2019)

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Equity Research Associ... at Hybrid Financial

Worked as Associate

at Optimize Capital Markets (2019-2019)

Direct

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Director, Transitions ... at Quintessence Wealth

Worked as Client Onboarding & Servicing Head

at Optimize Capital Markets (2013-2020)

Direct

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Chief Executive Office... at Walker Covey Wealth Ad...

Worked as Wealth Planner

at Optimize Capital Markets (2022-2024)

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Frequently Asked Questions Regarding Optimize Capital Markets Employees

How many employees does Optimize Capital Markets have?

Optimize Capital Markets has 51-200 employees

Who is the CEO of Optimize Capital Markets?

Optimize Capital Markets’s CEO is Matthew McGrath

Who is the CFO of Optimize Capital Markets?

Optimize Capital Markets’s CFO is Irene Cameron

Who are Optimize Capital Markets key employees?

Some of Optimize Capital Markets key employees are Irene Cameron

Where is Optimize Capital Markets located?

Optimize Capital Markets’s headquarters are located at 161 Bay St Fl 45, Toronto, Ontario, M5J 2S1, Canada

How do I contact Optimize Capital Markets?

Optimize Capital Markets Contact Info: Phone number: (866) 209-6862 Website: www.optimize.ca

What does Optimize Capital Markets do?

Optimize Asset Management specializes in bespoke asset management services, offering tailored portfolios, pension-style strategies, and comprehensive financial planning. Their services include portfolio management, wealth management, family office services, and tax preparation, aimed at helping clients achieve their financial goals. The company pro... Read More

Is Optimize Capital Markets a public company?

Optimize Capital Markets is private company therefore does not currently have an official ticker symbol

See more information about Optimize Capital Markets Employees