MEET YOUR TEAM

DaVinci represents a cohesive team of veteran financial professionals with a long history of working together to exceed client expectations across multiple market and economic cycles

Jim Goren CFA, MBA, CGA

MANAGING DIRECTOR | SENIOR PORTFOLIO MANAGER

Jim Goren has over 27 years of experience in portfolio management, finance, accounting and corporate strategy.

Jim co-founded DaVinci and specializes in origination, due diligence, structuring, valuation and monitoring of investments in real estate, private equity and private debt. He also advises on opportunities in technology and materials

Prior to Davinci, Jim was a partner at Marconi Ventures Fund and CFO in a number of entities in technology and telecommunications.

Jim earned an MBA degree from the Schulich School of Business at York University and is a Chartered General Accountant as well as a CFA charterholder and member of the CFA Institute of Financial Analysts.

Mark Irwin CFA

MANAGING DIRECTOR | SENIOR PORTFOLIO MANAGER

Mark Irwin is a founding principal at DaVinci Capital Partners, as well as being a Managing Director and Senior Portfolio Manager. He has 27 years of experience performing research and financial analysis, and providing strategic guidance on structuring portfolios.

Since 2000, Mark has been a leader in the sourcing, researching and analyzing of alternative investment strategies, primarily in the areas of real estate, private debt and private equity, as well as other niche strategies in Canada and the U.S.

Mark received his Bachelor’s degree in Economics from Queen’s University. In 2000, he became a Chartered Financial Analyst, and is a member of the CFA Institute.

Bill C. Hallman CFA

ASSOCIATE PORTFOLIO MANAGER

Bill Hallman joined DaVinci in 2011 and has spent the past 9 years working as a Portfolio Manager. He brings over 25 years of active wealth management experience to the firm’s Investment Committee. At DaVinci, he specializes in Large Cap North American Equities, and is lead manager in the public equities space.

Prior to joining DaVinci, Bill worked on both the buy side and sell side of Bay Street as an equity and fixed income analyst at McDonald Investment Management. He has travelled through North America and Europe visiting and meeting with various management teams. Bill also spent 8 years at an IDA brokerage firm as a Branch Manager and Investment Advisor, servicing individual clients and managing the branch’s compliance.

Bill obtained his Chartered Financial Analyst designation in 1994 and holds diplomas in accounting and securities administration. He has completed the Commodity Futures Trading Course, the Canadian Securities Course, the Branch Managers Course and the Partners, Directors and Officers exams.

Andrew Salonga

ANALYST

Andrew joined DaVinci as an Analyst in 2018. He is responsible for the active monitoring of DaVinci Capital’s pooled funds, through initiating and maintaining financial models on each of the firms investments. He is also responsible for rebalancing client portfolios, and managing the DaVinci Capital client portal. Andrew has been in the Financial Services industry for 6 years, previously working for a large Canadian mortgage lender.

Andrew received his Bachelor’s degree in Finance at the University of Toronto in 2013, and has also passed the CFA Level III Exam and the Canadian Securities Course.

Yevette Pather

ADMINISTRATOR AND OFFICE MANAGER

Grahame R. Lyons BACS

INVESTMENT ADVISOR AND FAMILY OFFICE COVERAGE

Grahame is President of Arbutus Partners, a leading third-party marketing distribution company focused on high quality undiscovered Canadian asset managers with unique investment strategies. He received a Bachelor of Administrative and Commercial Studies from the University of Western Ontario.