Tom received his BA in economics from the University of Toronto in 1980 and completed his postgraduate degree in finance from McMaster University in 1991.

His career began with the Bank of Montreal in 1980. He held several management positions in the bank prior to joining Royal Trust in 1986. Tom joined RT International in 1988 and he moved to Vancouver when he was named Vice President responsible for Western Canada and Washington State in 1992. During this time.

Cathy received her undergraduate degree in Business Administration from Simon Fraser University in 1990 and worked for local and national investment firms in a variety of roles, including opening a financial planning branch for a local credit union. She joined BMO Nesbitt Burns in 1998 as an investment advisor to high net worth private clients as well as working in a managerial role. Cathy received her Chartered Financial Analyst designation in 2003. Cathy joined Cypress in 2005.

Michael received his BA (Administrative and Commercial Studies) from the University of Western Ontario in 1996, and completed his MBA at York University (Schulich School of Business) in 2003. He has been a CFA Charter Holder since 2006. Michael began his investment management career in 1999 with TD Asset Management, advising clients on their mutual fund and fixed income portfolios. From 2004 – 2009, Michael worked as an equity research associate with Scotia Capital in Toronto, and as an equity research associate and analyst with RBC Capital Markets in Vancouver. Michael joined Cypress in 2009 as an Associate Portfolio Manager and was promoted to Portfolio Manager in January 2010.

Brian graduated with a degree in Economics from the University of Victoria in 2002. In 2004, after completing a diploma in accounting, Brian joined Grant Thornton’s Assurance and Advisory Group in Vancouver earning his CA designation in 2007. During his time at Grant Thornton Brian completed the CFA program and received his charter in 2007. In early 2008 Brian moved to London, England and joined Investec Securities as an analyst covering the technology sector. During his time at Investec Brian was a member of a highly rated research team and served a range of clients from small private client brokers to large international institutional funds. Brian joined Cypress in 2010.

Sean received his Bachelor of Science in Engineering (Geophysics) from Queen’s University in 1999 and his MBA from the University of Toronto – Rotman in 2008. Sean is also a Chartered Financial Analyst charter holder. Prior to completing his MBA, Sean worked in the oil and gas industry as a geophysicist and an analyst in both domestic and international operations with EnCana in Calgary. After completing his MBA Sean spent two years with Manulife Financial in Toronto where he led the development of wealth management products and was a key member of the team that acquired and integrated AIC Mutual Funds. From 2010 to 2014, Sean worked with the Royal Bank of Canada in Toronto where he held progressively more senior roles in corporate lending becoming a Director of Mid-Market Leverage Finance. While at the Royal Bank, Sean covered a wide variety of sectors with particular focus on resource industries. Sean joined Cypress in 2015.

Jeff received his Bachelor of Commerce from the University of Victoria (Peter B. Gustavson School of Business) in 2009. During his undergraduate degree, he completed internships at Raymond James, Canaccord Genuity and the British Columbia Investment Management Corporation. Jeff joined GMP Securities in Calgary in 2009 as an Analyst in the Investment Banking and Corporate Finance group where he was involved in mergers and acquisition, capital market advisory and underwriting of public and private oil & gas companies. Jeff became a CFA charterholder in 2016. Jeff joined Cypress in 2013 as an Analyst and was promoted to Portfolio Manager in 2016.

Rob received his BA in Economics from the University of Victoria in 1989 and completed his MBA at the University of Western Ontario (Ivey Business School) in 1991. Rob has been a CFA Charter Holder since 2000. Rob began his investment management career as an Equity Analyst in 1993 and went on to become a Co-Director and then Director of Research. Rob moved to Scotia Capital Markets in 1997 as a Research Analyst and Director where he became a highly ranked Special Situations Analyst by Brendon Woods. From 2000-2003, Rob was a Portfolio Manager at Deans Knight Capital specializing in small capitalization stocks and high yield bonds. He joined Dixon Mitchell Investment Counsel as Chief Investment Officer in 2003 where he formulated and oversaw the equity and fixed income investment strategies until 2014. Rob joined Cypress in 2017.

Jennifer received her Bachelor of Business Administration from Simon Fraser University in 2001.
She accepted the role of Chief Compliance Officer (CCO) & Head of Operations for Cypress Capital in 2022 after serving as Director of Operations & Compliance Officer for several years.

As CCO, Jennifer is responsible for ensuring the firm has an effective compliance program. In 2023, Lorraine Delaney was named Senior Manager, Head of Operations and Compliance Officer and Jennifer’s primary focus since is the firm’s compliance program.

Prior to joining Cypress in 2002, Jennifer was employed with Royal Trust Investment Counsel, Royal Bank Investment Management and RBC Dominion Securities.

Lorraine studied Computer Science and Economics at the National University of Ireland, Maynooth. Lorraine worked in the financial services industry in Ireland, most recently at Allied Irish Bank (AIB) where she earned her QFA (Qualified Financial Advisor) designation.

In her current role at Cypress as Head of Operations and Compliance Officer, Lorraine is responsible for managing the daily operations and administration of the firm, including the portfolio management system, custodian relationships, technology integration, and vendor management, with emphasis on scalable best practices, continuous process improvement, team leadership, and business continuity planning. In addition, she oversees human resource management for operations and administrative staff.

As Compliance Officer, Lorraine also works closely with Cypress’ Chief Compliance Officer to ensure the firm has an effective compliance program. Lorraine joined Cypress in 2017.