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TEAM
John Fisher, CPA, CA, CBV, CFA, MBA
President and Chief Investment Officer
Mark Yestrau, CFA
Director, Wealth Management
Sandra Edmonds, CPA, CA
Director, Finance & Operations
Boyan Lepoev, CFA, MFin
Investment Research Analyst
Cory Capland, CFA
Investment Research Analyst
Michelle Woo, CIM
Client Service Associate
Eric Yip, CPA, CMA
Finance and Operations Associate
John Fisher, CFA, CPA, CA, MBA
President and Chief Investment Officer
Current Role: John founded Bridgeport Asset Management in 2007. He is the chief architect of Bridgeport’s investment strategy, with ultimate responsibility for all aspects of the investment process and client relations.
BEFORE BRIDGEPORT:
- 10 years of private equity investment experience with Toronto-based Clairvest Group (TSX: CVG), as Managing Director and senior member of the investment team
- Served on the board of directors for several public and private investee companies
- Past experience in investment banking at Scotia Capital
- Accounting, tax, business valuation and corporate finance at PricewaterhouseCoopers LLP
EDUCATION:
Earned a Bachelor of Commerce degree from the University of Toronto and an MBA from Northwestern University’s Kellogg School of Management.
DESIGNATIONS:
John is a CFA Charterholder and holds CPA, CA and CBV designations.
WHAT HE LOVES MOST ABOUT HIS JOB:
“Number one – working with the great team at Bridgeport. I also enjoy the combination of helping clients achieve their financial goals and researching individual companies and industries.”
ON THE WEEKENDS:
He likes to jog, read and spend time with his wife and two kids. He also sometimes bravely goes to spin class with his daughter.
Mark Yestrau, CFA
Director, Wealth Management
Current Role: As an Associate Portfolio Manager, Mark works closely with Bridgeport’s clients to manage all aspects of their wealth management needs.
Before Bridgeport: Mark has over 12 years of experience working with clients in the independent investment counselling world. Prior to entering the wealth management industry, he gained experience as a commercial credit analyst at a Big 3 auto manufacturer.
EDUCATION:
Earned an Honours Commerce degree from the University of Manitoba with a double major in accounting and finance.
DESIGNATIONS: Mark is a CFA charterholder.
WHAT HE LOVES MOST ABOUT HIS JOB:
With every client interaction, Mark enjoys ensuring each client is better informed and more secure in the knowledge that the Bridgeport team is working with them to achieve their goals.
ON THE WEEKENDS:
If not golfing or running, Mark likes to work with his hands to keep everything working and looking tip-top.
Boyan Lepoev, CFA, MFin
Investment Research Analyst
Current Role: Boyan focuses on US equity and fixed income analysis for both existing and prospective investments.
BEFORE BRIDGEPORT:
Boyan was Manager, Market Risk at the Bank of Nova Scotia, where he monitored, analyzed and reported on enterprise-wide market risk.
EDUCATION:
Earned a Bachelor of Commerce from Ryerson University and Masters in Finance from Queen’s University.
DESIGNATION: Boyan is a CFA Charterholder
WHAT HE LOVES MOST ABOUT HIS JOB:
“The variety and the intellectual challenge it presents. The main part of my job consists of looking at different companies in unique situations, so distilling the relevant information and forming an opinion requires all of the attention and ingenuity I can muster – making it only more rewarding.”
ON THE WEEKENDS:
Boyan tries to enjoy the outdoors with his German Shepherd, since he spends a lot of time in front of a screen at work. He doesn’t mind a game of soccer with friends or just a walk around the city.
Cory Capland, CFA
Investment Research Analyst
Current Role: Cory focuses on Canadian equity and fixed income analysis for both existing and prospective investments.
BEFORE BRIDGEPORT:
Cory was Senior Credit Research Analyst in the global consumer and retail sectors at DBRS. Prior to that, Cory worked as a summer investment analyst at UBS and CPP Investment Board.
EDUCATION:
Earned an Honours Bachelor of Business Administration degree with a major in finance from Wilfrid Laurier University.
DESIGNATION: Cory is a CFA Charterholder
WHAT HE LOVES MOST ABOUT HIS JOB:
“At Bridgeport, I get the opportunity to meet with entrepreneurs and business leaders across the country and pick their brains about their businesses. I learn something interesting every day!”
ON THE WEEKENDS:
Cory watches his favourite NFL team, the Cleveland Browns (insert joke here). He also enjoys dining out in downtown Toronto and playing a humbling round of golf.
Sandra Edmonds, CPA, CA
Director, Finance & Operations
Current Role: Sandra handles finance, operations and compliance for Bridgeport, including administration of our pooled funds.
BEFORE BRIDGEPORT:
- Finance and operations at Turtle Creek Asset Management
- Client service and business development at PWC, CIBC and CIBC Mellon
- Accounting and audit at KPMG
EDUCATION:
Earned an Honours Bachelor of Business Administration degree from Wilfrid Laurier University.
DESIGNATIONS: Holds CPA and CA designation.
WHAT SHE LOVES MOST ABOUT HER JOB:
“March 31st – knowing tax slips have all been sent out! Also being part of a great team and helping clients achieve their financial goals.”
ON THE WEEKENDS:
When she’s not raucously cheering on her kids’ hockey or dance competitions, she likes getting outside with the whole family to ski, play tennis or golf, and bike.
Michelle Woo, CIM
Client Service Associate
Current Role: Michelle handles administrative matters related to client accounts, including opening accounts, transfers and other operational matters.
BEFORE BRIDGEPORT:
Extensive experience in investment trading, administration, client service and business development, at Seamark Asset Management and RBC Dominion Securities.
EDUCATION:
Earned a Bachelor of Arts (Economics) degree and a Diploma in Public Administration from University of Prince Edward Island.
DESIGNATION: Holds a Canadian Investment Manager (CIM) designation.
WHAT SHE LOVES MOST ABOUT HER JOB:
“Definitely, the people. I am fortunate to be part of a great team and to be able to interact with our clients on a daily basis.”
ON THE WEEKENDS:
When it’s colder, she loves to curl up on the couch with a good book (and a coffee, of course!). When it’s warmer, she’s busy taking in street festivals and Blue Jays games. “Go Jays!”
Eric Yip, CPA, CMA
Finance and Operations Associate
Current Role: Eric is responsible for accounting, compliance and operations at Bridgeport.
BEFORE BRIDGEPORT:
- Manager, Fund Accounting with Citco Fund Services, covering due diligence requests for potential investors and preparation for year-end audit and financial statements
- Senior Investment Accountant with State Street Canada, within the fund of hedge funds and pension departments
EDUCATION:
Bachelor of Commerce degree, with Honours, in Business Administration from the University of Windsor.
DESIGNATIONS: Holds CPA and CMA designations.
WHAT HE LOVES MOST ABOUT HIS JOB:
“At Bridgeport, everyone is friendly and willing to help each other out. I also get to learn something new every day.”
ON THE WEEKENDS:
Eric must satisfy his sweet tooth by staying home and baking desserts.