Our Team

greenkeepers-web-21

Michael McCloskey
B.Sc, JD, MBA, CIM, AR
Founder, President & Chief Investment Officer

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

Michael has over 25 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 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. During his 8 1/2 years at the firm he led numerous initial public offerings (IPOs), debt and equity financings, takeover bids and M&A advisory assignments. He has a detailed understanding of the financial markets, 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, Mississauga with their two 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

9195 RSRP

James McCloskey
BA, CSC, DR
Senior Vice President – Sales

Since inception (2011), I have had 100% of my family’s portfolio fully invested at GreensKeeper.  I believe in growing and preserving our wealth together.

James brings over 15 years of sales experience to GreensKeeper.  He is registered with the Ontario Securities Commission as a Dealing Representative having successfully completed the Canadian Securities Course in 2019.

Throughout his career James has dealt with high-net worth-clients and won multiple awards as a top Sales Representative.  He takes pride in knowing clients on a personal level in order to help them achieve their financial goals.   His integrity, strong communication skills and client-service focus are a welcome addition to the team.

James attended the University of Western Ontario and was a member of the 1994 Vanier Cup Champion football team.  He has three daughters and understands the importance of planning for the future and creating a strong legacy for our families.

9326 RSRP

Michelle Tait
Executive Assistant

I have 100% of my investment portfolio invested in the GreensKeeper Value Fund.

Michelle has over 18 years of administrative and client-service experience in the financial service and legal industries.  She joined GreensKeeper in 2017 and assists with the firm’s regulatory and client-service activities.

She graduated from Seneca College in 2005 with a degree in legal administration.

2020 Research Interns

Chery Ma

Chery Ma
HBA’21
Junior Financial Analyst

Chery is a student at the Ivey School of Business at Western University (HBA’21). As a dual-degree candidate for Medical Sciences and Business Administration, Chery has a passion to utilize her STEM background to analyze businesses. Chery is the recipient of the Barnes Family HBA Scholarship for academic excellence and currently serves as the Co-President of the Ivey International Business Club.

Chery has a strong foundation in quantitative analysis, statistical modeling and Artificial Intelligence and is eager to apply these skills in the finance industry.

Outside of school, Chery is a RCM Grade 8 flute player and a determined runner. She enjoys learning new things and loves attending hackathons.

Kazim Naqvi

Kazim Naqvi
HBA’20
Junior Financial Analyst

Kazim recently graduated with an Honors in Business Administration (HBA) degree from the Ivey Business School at Western University (Dean’s Honor List). He was an active member of the Western Investment Club and the Ivey Economics Club.

Kazim was the recipient of the Stacey Muirhead Capital Management Award as well as the Robotti Advisors Award issued by the Ben Graham Centre for Value Investing at Ivey. The former was for exceptional contribution in his Value Investing curriculum, while the latter was for his stock recommendation which received the highest recognition by the Ivey Value Fund’s Advisory Board among all HBA and MBA sections. Kazim brings diverse experiences to GreensKeeper from his previous internships in investment banking, merchant banking and real estate.

In his free time, Kazim enjoys Jiu-Jitsu, calisthenics, European soccer, and managing his own investment portfolio.

Bio Pic2

Parker Thomlinson
HBA’21
Junior Financial Analyst

Parker is a student at the Ivey School of Business at Western University (HBA’21) having previously completed two years studying astrophysics.

Parker has been involved in student politics as well as Western’s Orientation Program. He currently holds positions on Western University’s Senate and Board of Governors, which provide oversight of the university’s academic, property and financial operations.

Parker’s other interests include playing tennis, juggling, travelling, and Broadway shows.

Sarah Verdon

Sarah Verdon
HBA’21
Junior Financial Analyst

Sarah is a student at the Ivey School of Business at Western University (HBA’21).  Prior to Ivey she was a STEM student enrolled in Medical Science at the University of Western Ontario.

Sarah has a passion for learning and continuously challenges herself to try new things.  Her accounting, finance, and research skills are a welcome addition to the GreensKeeper team.

Sarah also loves to take part in charity initiatives focused on physical and mental wellness including Right to Play and Generocksity London.