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| Mark Phelps |
Chief Executive Officer; Analyst/Portfolio Manager |
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Mark is Chief Executive Officer, President and Managing Director - Global Investments of W.P. Stewart & Co., Ltd. Mr. Phelps was appointed Chief Executive Officer in September 2008 and joined the Board of Directors at that time. He originally joined W.P. Stewart & Co. (Europe), Ltd. in February 2005 as a Global Portfolio Manager. Mr. Phelps is a British national with more than 20 years experience in European, U.S. and Global investment research and portfolio management. For over 20 years he held senior positions within the Kleinwort Benson/Dresdner Bank organization in both London and San Francisco. Most recently he served as a Chief Investment Officer for Global Equities at Dresdner RCM in San Francisco. Mr. Phelps has a BA (Hons.) in Economics from the University of York in England and completed graduate studies at the Royal Military Academy Sandhurst, England. From 1981 to 1984 Mr. Phelps was in the British Army and finished his service with the rank of Captain.
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| Rocco Macri |
Managing Director - Chief Operating Officer |
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Rocco is Managing Director - Chief Operating Officer of W.P. Stewart & Co., Ltd. He served as Deputy Managing Director - Chief Financial Officer from September 2001 until May 2005 and as Finance Director from March 1999 until September 2001. From 1993 through 1999, he was a Partner with the accounting firm of Lopez, Edwards Frank & Co., LLP, where he was a Manager from 1984 through 1998. From 1984 through 1998 Mr. Macri had principal responsibility for the Stewart Group audit. Mr. Macri received a B.A. in Business Administration in 1981 from Adelphi University and is a Certified Public Accountant.
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| Susan G. Leber |
Managing Director - Chief Financial Officer |
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Sue is Managing Director - Chief Financial Officer of W.P. Stewart & Co., Ltd. She served as Deputy Managing Director - Financial Operations from March 2003 until May 2005, as Director of Financial Operations from December 2001 until March 2003 and as Deputy Finance Director - Group Controller from March 1999 until December 2001. Prior to joining W.P. Stewart, she was a Senior Manager with the accounting firm of Lopez Edwards Frank & Co., LLP from 1993 to 1999, where she was manager of the Stewart Group audit. Ms. Leber received a Bachelors of Science degree in accounting from The University of Staten Island and is a Certified Public Accountant.
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| Sylvia Cart |
Broker/Dealer |
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Sylvia is Deputy Managing Director - Broker/Dealer of W.P. Stewart & Co., Ltd. Ms. Cart also serves as Vice-President and Compliance Officer of our broker-dealer subsidiary W.P. Stewart Securities Limited. She served as Supervisor of our broker-dealer operations from February 1998 until March 2000 and as Senior Trading Administrator since February 1998. Prior to joining W.P. Stewart, she was a Costing Analyst in the Global Custody department of The Bank of Bermuda. Ms. Cart received a Business Diploma from The Bermuda College.
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| Frederick M. Ryan |
Deputy Managing Director - Investor Relations |
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Fred is Deputy Managing Director-Investor Relations of W.P. Stewart and Co., Ltd. Prior to joining W.P. Stewart in 1998, Mr. Ryan had extensive experience as a private consultant serving clients in industry and government as well as individuals. He served as President of Canada Life Investment Management for seven years and as an Officer and Director for 13 years of R.A. Daly & Co., Ltd., a former member firm of the Toronto Stock Exchange. Mr. Ryan has been a member of AMIR since 1967 and served as president of the Toronto Society of Financial Analysts (a constituent member society of AIMR), in 1976-1977. He has a B.A. (economics & political science) from St. Francis Xavier University and graduate Diploma in Management from McGill University.
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Debra has served as Secretary of W.P. Stewart & Co., Ltd. since January 2001. Ms. Randall has been a Corporate Administrator for Appleby Corporate Services, formerly A.S. & K Services Ltd., a corporate administrative services company in Bermuda, since 1997. Ms. Randall has over 11 years experience in the legal and corporate services sector, including with the TrizecHahn Corporation and the law firm of Davies, Ward & Beck in Toronto, Canada.
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| Seth L. Pearlstein |
General Counsel |
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Seth is General Counsel of W.P. Stewart & Co. Ltd. He joined W.P. Stewart in 2002 as Associate General Counsel until August 2007. Previously, Mr. Pearlstein was Of Counsel at Dorsey & Whitney LLP for over two years. Prior to joining Dorsey & Whitney LLP, he served as an associate in the corporate department at Skadden, Arps, Slate, Meagher & Flom LLP for eight years. He holds a B.S. magna cum laude in Accounting from New York University and a J.D. from New York University School of Law.