I have over 70% of my family’s net worth and 100% of our investable assets invested alongside our clients.
Michael McCloskey Sc, JD, MBA, CIM, AR
Founder, President & Chief Investment Officer
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 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, 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
Since inception (2011), I have had 100% of my family’s investable assets fully invested at GreensKeeper alongside the firm’s clients. I believe in growing and preserving our wealth together.
James McCloskey BA, CSC, DR
Senior Vice President – Sales
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.
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.