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Cision Canada
11-07-2025
- Business
- Cision Canada
AIMCo Appoints Justin Lord as Chief Investment Officer
EDMONTON, AB, July 11, 2025 /CNW/ - Alberta Investment Management Corporation (AIMCo) today announced that Justin Lord will be its new Chief Investment Officer (CIO), effective immediately. The appointment follows an extensive international search. Mr. Lord, who joined AIMCo in 2012, was promoted to the CIO role. Prior to this appointment, he held several key roles at AIMCo, including Senior Executive Managing Director, Global Head of Public Markets, overseeing AIMCo's public equities and fixed income teams. "Justin has proven he has the experience, expertise and investment acumen to head this critical function," said Ray Gilmour, Interim Chief Executive Officer, AIMCo. "He is a trusted partner to our clients and an excellent leader to our investment teams, and I am pleased AIMCo has the deep bench strength to tap for this role." Mr. Lord brings 20 years of experience to this role, beginning his career at the New Brunswick Investment Management Corporation in 2005. Mr. Lord holds a BBA with a major in Finance from the University of New Brunswick and is a CFA Charterholder. He will continue to be based in Alberta. "I am proud to work on behalf of AIMCo's clients and to lead such a world-class investment team," said Mr. Lord. "I know that together we share the same deep commitment to successfully executing our investment strategy and to delivering on our mandate." About Alberta Investment Management Corporation (AIMCo) AIMCo is one of Canada's largest and most diversified institutional investment managers with more than C$179.6 billion of assets under management as at December 31, 2024. AIMCo invests globally on behalf of pension, endowment, insurance, and government funds in the Province of Alberta. With offices in Edmonton, Calgary, Toronto, London, and Luxembourg, our more than 200 investment professionals bring deep expertise in a range of sectors, geographies, and industries.
Yahoo
04-06-2025
- Business
- Yahoo
Sandra Lau Appointed to AIMCo Board of Directors
EDMONTON, AB, June 4, 2025 /CNW/ - Alberta Investment Management Corporation (AIMCo) is pleased to announce the appointment of Ms. Sandra Lau to the Board effective June 4, 2025 for a three-year term. "Sandra Lau brings both exceptional skills and a unique perspective, and I am pleased to welcome her back to AIMCo as a member of the Board," said The Right Honourable Stephen Harper, Chair, AIMCo Board of Directors. "The Board is certain AIMCo and its clients will benefit from her extensive knowledge of the organization, her proven investment and risk management acumen, and her boardroom experience." Sandra Lau brings more than 25 years of proven expertise in investment and risk management, the majority of which she spent in progressively senior roles at AIMCo. Since joining the organization in 1999, she advanced to Executive Vice President, Fixed Income, and later served as Chief Investment Officer from 2022 until her retirement in mid-2023. Her leadership was instrumental in shaping AIMCo's corporate and long-term investment strategies. Ms. Lau holds a Master's degree in Economics and Finance and a Bachelor of Commerce with a major in Finance, both from the University of Alberta. She is also a CFA Charterholder and is based in Edmonton, Alberta. "I have been deeply invested in AIMCo's success for more than 25 years," said Ms. Lau. "It is an honour to rejoin the organization in this capacity and contribute to supporting the organization as it executes its mandate of delivering strong, risk-adjusted investment returns." This announcement follows the signing of the Order in Council, O.C. 175/2025, by the Lieutenant Governor of Alberta earlier today. In accordance with the Alberta Investment Management Corporation Act, the Board of Directors is responsible for overseeing the management of the business and affairs of AIMCo. Guided by this mandate, the Board sets the strategic direction of the Corporation and oversees the development and implementation of policies and procedures that govern the day-to-day conduct of AIMCo's business. All directors are appointed to the Board by the Lieutenant Governor in Council and are fully independent of management. About Alberta Investment Management Corporation (AIMCo) AIMCo is one of Canada's largest and most diversified institutional investment managers with more than C$179.6 billion of assets under management as at December 31, 2024. AIMCo invests globally on behalf of pension, endowment, insurance, and government funds in the Province of Alberta. With offices in Edmonton, Calgary, Toronto, London, and Luxembourg, our more than 200 investment professionals bring deep expertise in a range of sectors, geographies, and industries. For more information on AIMCo please visit and follow us on LinkedIn. SOURCE Alberta Investment Management Corporation View original content to download multimedia: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
Navigator Financial Services Launches to Provide Fractional CFO Expertise to B2B Services Companies with Deep Testing, Inspection, Certification/Compliance Experience
CHICAGO, May 28, 2025--(BUSINESS WIRE)--Navigator Financial Services ("Navigator"), a newly formed fractional CFO firm, is proud to announce its official launch, offering strategic financial leadership to small and medium-sized businesses principally in the Testing, Inspection, Certification, Compliance, Repair, and Maintenance (TICC and RM) sectors. Founded by Drew Szilagyi, CFA, Navigator brings deep industry expertise and a proven track record of scaling financial systems for growth. Drew, a CFA Charterholder since 2018, holds dual degrees in Accountancy and Finance from the University of Illinois' Gies College of Business. His experience includes serving as CFO of Infinity Laboratories, where he helped lead the company through its successful sale to Eurofins Scientific in 2024. Prior to that, he played a key role in corporate development at Great Lakes Dental Partners (a portfolio company of Shore Capital Partners), expanding the organization to nearly 30 locations across two states. Drew began his career in investment banking at Stout, advising industrial service and manufacturing companies on mergers & acquisitions and debt & equity capital markets. Navigator offers a suite of services including Fractional CFO Service, Interim Executive Coverage, and Board Advisory, tailored specifically for service-based businesses that require high-caliber financial leadership without the full-time overhead. "What stops most companies from hiring full-time financial executives is their ability to fund the expense or complacency with existing systems," said Szilagyi. "My aim with Navigator is to provide efficient financial leadership to small and medium-sized service-oriented businesses. 1–2 days per week or 3–4 days per month of CFO leadership can have a dramatic impact on underlying companies, especially when the outlay for that leadership is only 20–40% the cost of a full-time seasoned executive." Navigator began operations earlier this year and is now formally announcing its launch alongside the debut of its website. About Navigator Financial Services Navigator Financial Services is a Chicago-based Fractional CFO Services firm. Navigator bridges the company-level executive gap that frequently challenges growing businesses. By leveraging its proven framework of developing sound, company-specific financial planning & analysis models and professionalizing financial infrastructure, client-companies and their leaders are empowered to make excellent decisions and to achieve strategic objectives. View source version on Contacts For more information, visit | contact info@ | 312.488.9540
Associated Press
06-02-2025
- Business
- Associated Press
Jon Bristow Named Head of Atlanta Wealth at Balentine
A wealth management pro with deep experience in building family offices and strong relationships has joined the boutique wealth management firm. 'Jon's extensive experience and client-focused approach perfectly align with our mission to empower our clients to make informed decisions for their financial future and also for family and legacy.' — Adrian Cronje, CEO of Balentine ATLANTA, GA, UNITED STATES, February 6, 2025 / / -- Balentine, a boutique wealth management firm serving entrepreneurs, business owners, and ultra-high-net-worth individuals and families, is pleased to announce the appointment of Jon Bristow, CFA, as Head of Atlanta Wealth. Jon brings over 25 years of financial services expertise to his new role, where he will play a key role in working with relationship managers in Atlanta to foster and deepen client relationships, while bringing his significant experience and expertise to meet the unique needs of the company's family office clients. 'Jon's extensive experience and client-focused approach perfectly align with Balentine's mission to empower our clients to make informed decisions not only for their financial future, but also for family and legacy,' said Adrian Cronje, CEO of Balentine. 'We are thrilled to welcome him to our leadership team.' Over the course of his career, Jon has demonstrated a deep commitment to helping families achieve their financial goals. His 15-year tenure with AllianceBernstein and Bank of New York Mellon honed his expertise in creating customized investment and planning strategies tailored to each family's objectives. Before joining Balentine, Jon built a family office for the founder of a successful technology business, guiding the family's financial affairs through trust and estate planning, tax strategies, philanthropy, and investments. His ability to align financial strategies with a family's goals, mission, and values means he is expert at delivering personalized solutions. Jon is a CFA Charterholder and holds a Bachelor of Science and an MBA in finance. 'I gravitated to Balentine because of their strong brand reputation, the integrity of their leadership, and the quality of their people,' said Jon Bristow. 'I am honored to join Balentine and excited to contribute to its legacy of providing exceptional counsel to our clients and their families. I look forward to collaborating with our talented team to deliver the strategies and insights that enable our clients to thrive across generations.' About Balentine Balentine is a wealth management firm that aims to help entrepreneurs and their families ensure the wealth they've created will endure for generations. With wealth management, financial planning, business advisory, and legacy planning services, Balentine creates custom, holistic solutions for wealth creators at every stage of their journey. Today, Balentine offers its wealth of perspective to over 300 clients nationwide, advising on approximately $8 billion of assets. In almost four decades of serving clients, Balentine is consistently recognized as a top financial planning and advisory firm by Forbes, Barron's, and The Financial Times. An independent, majority employee-owned firm with offices in Atlanta, Ga., and Raleigh, N.C., Balentine is also a perennial winner of the Pensions & Investments 'Best Places to Work in Money Management' Award. In September 2021, Chairman Robert Balentine and CEO Adrian Cronje, Ph.D., CFA released First Generation Wealth: Three Guiding Principles for Long-lasting Wealth and an Enduring Family Legacy, a book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations. Balentine is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about Balentine's investment advisory services can be found in its Form ADV Part 2, which is available upon request. Liz Thomas Balentine +1 404-537-4821 LinkedIn Legal Disclaimer:
