416-934-7455 info@artemisfunds.ca
Friday, June 5, 2020

About Us

Artemis

About Our Firm

We offer a diverse suite of products designed to meet the unique needs and risk-return profiles of various groups of investors.

Who We Are

Our Team of Experts

Trevor Maunder, CPA, CA

Chief Executive Officer and Chief Financial Officer

Trevor is Artemis’ Chief Executive Officer and Chief Financial Officer. Prior to Artemis, Trevor worked at MDC Partners Inc. within the Corporate Development group, beginning there in early 2000. During this period, Trevor participated in a wide variety of initiatives, including two restructurings, acting as a Partner Company CFO, overseeing the successful bidding and implementation of the Multi-Print III stamp contract awarded by the USPS, and assisting with acquisitions and due diligence. In addition, he led the Company’s compliance group, and facilitated the implementation and conversion of procedures across the organization to meet the requirements of Sarbanes-Oxley. Prior to joining MDC, Trevor was a Manager at PricewaterhouseCoopers, where his focus was Telecom & Media, primarily in transaction support. Trevor is a Chartered Accountant, and holds a Bachelor of Commerce from Queen’s University.

Sean Lawless, CFA

Portfolio Manager and Chief Compliance Officer

Sean is a Portfolio Manager and Chief Compliance Officer at Artemis. Sean is based in New York and has over 30 years of industry experience, primarily specializing in investment manager selection and due diligence. Most recently he was Senior Vice President – Strategic Initiatives for U.S. Trust responsible for developing and implementing a distribution platform for investment management products. Prior to that, Sean was Head of Multimanager – Americas for HSBC and a senior member of the Global Multimanager Investment Committee that was responsible for setting policy and manager selection for HSBC’s global subadvisory businesses.

Sean received his BS in Economics from Southern Connecticut State University. He is a CFA charter holder, and a member of the CFA Institute and the New York Society of Security Analysts.

Lisa Conrad, CFP

Director of Client Services

Lisa is Artemis’ Director of Client Services. She brings more than 15 years of experience in the financial services industry, through her work on the retail brokerage sides of BMO Nesbitt Burns, Midland Walwyn and Merrill Lynch. Most recently, she worked as an Account Manager for the Prime Brokerage & Electronic Trading Services group at CIBC World Markets, assisting both Canadian and international alternative investment clients. Prior to this, Lisa managed investments of High Net Worth Clients as part of a retail brokerage team. She is registered as a Certified Financial Planner, and completed her Bachelor of Commerce at Dalhousie University.

Jay Rosenfeld

Director of Business Development

Jay is Artemis’ Director of Business Development. Jay brings more than 30 years of Sales experience in the Financial, Advertising and Marketing industries. Prior to Artemis, he worked as Regional Director for Smart Circle International overseeing operations in the North Eastern United States. He hired, trained, and managed over 200 sales representatives. Jay earned a Bachelor of Arts and an Economics degree from Bishop’s University. He also has a degree in Broadcast Journalism from Seneca College.

Artemis

Contact Us

Please contact us to learn how our investment management team can help you to manage and grow your investment portfolio today.

416-934-7455

416-934-7459