Leadership Bios

Who we are

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I have over 70% of my family’s net worth and 100% of our investable assets invested alongside our clients.

Michael McCloskey

B Sc, JD, MBA, CIM, AR

Michael has over 20 years of experience in the securities industry. He started his career as a lawyer at Aird & Berlis LLP and became a partner four-years after joining the firm. His legal career focused on the areas of Corporate Finance and domestic and international Mergers and Acquisitions.

Michael joined Sprott Securities (now Cormark Securities) as an investment banker and partner of the firm. He joined Cormark at the time of a management-led buyout of the firm from its founder Eric Sprott. His eight and a half years at the firm provided him with the opportunity to work on numerous initial public offerings (IPOs), debt and equity financings, takeover bids and M&A advisory assignments. He has developed a detailed understanding of the financial markets, the interaction between the buy-side and the sell-side, securities analysis and securities valuation.

Michael is an Ironman finisher, an avid golfer and a voracious reader. Michael and his wife Marie France live in Lorne Park with their two teenage daughters.

EDUCATION AND PROFESSIONAL DESIGNATIONS:
Advising Representative, 2014
Associate Advising Representative, 2011
Canadian Investment Manager, 2009
Admitted to the Ontario Bar, 1997
J.D., Osgoode Hall Law School
M.B.A. (Honours), Schulich School of Business, York University
B.Sc. (Honours), Mathematics, University of Western Ontario

Kristine Beese

B Sc, P Eng, MBA

Kristine spent the past seven years working in the financial services industry in London, UK and Toronto, Canada. Most recently, she worked at a UK-based, privately owned, investment management firm. Previously she worked at at RBC Capital Markets (UK and Toronto) as part of their Equity Research team.

Earlier in her career, Kristine ran her own engineering consulting firm in Calgary, Alberta. She focused on companies in the oil and gas industry, helping them with capital allocation, project development, and business development decisions.

Kristine is a certified professional engineer, a member of Mensa and a former national-level athlete. Kristine is a member of the Ivey Alumni Board and sits on the Alumnae Commitee. Kristine and her husband Peter live in Toronto with their two sons.

EDUCATION AND PROFESSIONAL DESIGNATIONS:
Associate Advising Representative, 2016
Dealing Representative, 2016
Canadian Securities Course, 2010
MBA, Ivey Business School, Western University, 2010
B.Eng. (Physics), Queens University, 2003

Kristine Beese

I have my most significant investment with GreensKeeper Asset Management.