About

Our Mission

To provide investors with a unique lens on the macro-economic and market developments that are shaping the financial future.

About Dave

David Rosenberg

Founder and President

David Rosenberg founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist.

Meet the rest of the team

Economists and Strategists

Brendan Livingstone

Brendan Livingstone

Senior Market Strategist

Brendan Livingstone is a Senior Market Strategist with the firm, with his primary focus on forecasting market trends and generating actionable investment ideas. Brendan spearheads the Rosenberg Research ‘Strategizer’ publication.

Before joining Rosenberg Research, Brendan worked for David Rosenberg at Gluskin Sheff for three years and helped support the firm’s top-down investment process. Prior to that, he was a member of the economics and strategy team at Macquarie Securities Group.

Brendan received a Bachelor of Commerce degree from Queen’s University and is a CFA charterholder.

Krishen Rangasamy

Krishen Rangasamy

Senior Global Economist

Krishen Rangasamy is a Senior Global Economist specializing in international economic developments and their implications for financial and currency markets. Krishen spent over twelve years as a macro specialist at two major Canadian banks where he advised fixed-income, equity, and foreign exchange trading desks, and helped lead the economic research and forecasting divisions teams. Before going into investment banking, Krishen worked for four years in the energy industry in Western Canada where he was involved in econometric modeling and risk management.

Krishen received his Master of Arts degree in Economics from Simon Fraser University.

Marius Jongstra

Marius Jongstra

Senior Economist & Strategist

Marius Jongstra is a Senior Economist & Strategist at Rosenberg Research. Marius is instrumental in building and maintaining the firm’s financial models and co-authors the monthly Strategizer publication. He also plays a pivotal role in the daily research and construction of our internal market indices.

Prior to joining the firm, Marius spent more than three years at Gluskin Sheff + Associates Inc., during which time he supported David Rosenberg in the research and publication of Breakfast with Dave, as well as helping the firm’s top-down investment approach.

Marius holds a Master of Finance degree from Queen’s University as well as an H.B.A. from Wilfrid Laurier University. He also has completed both Level I and II of the Chartered Financial Analyst (CFA) program.

Julia Wendling

Julia Wendling

Economist

Julia Wendling is an Economist responsible for compiling and publishing Rosenberg Research’s suite of products, including the daily Breakfast with Dave report. Julia researches key macroeconomic issues and supports the team in conducting data analysis. She is also the lead on the firm’s chart package.

Prior to joining Rosenberg Research, Julia worked as a financial analyst in CBRE’s residential real estate investment group, where she acquired in-depth knowledge of Canada’s commercial real estate market.

Julia holds a M.A. in Economics from the University of Toronto as well as a B.A. in Economics and a Certificate in Business from Queen’s University.

Alena Neiland

Alena Neiland

Economist

Alena Neiland is an Economist at Rosenberg Research, she assists with the publication process, and helps drive overall research, forecasting, and modeling efforts.

Before joining the firm Alena worked as a Senior Economic Analyst at the Bank of Nova Scotia where she focused on providing analysis and commentary on household balance sheets and high-frequency macroeconomic indicators.

Alena graduated with a Bachelor of Science degree in Mathematics from Queen’s University in 2016 and a Bachelor of Arts degree in Applied Economics in 2017. Alena completed her Masters of Arts in Economics at the University of Toronto in 2021, where she primarily focused her research on forecasting financial and macroeconomic indicators using nonparametric and machine learning methods.

Andrew Hill

Andrew Hill

Research Analyst

Andrew Hill is a Research Analyst at Rosenberg Research. He assists with economic and financial research projects through data and statistical analysis.

Prior to joining Rosenberg Research, Andrew worked as a data analyst for CIBC where he focused on modeling and forecasting techniques for complex risk profiles.

Andrew holds a Master of Arts in Economics from the University of Toronto as well as a Bachelor of Commerce in Economics and Management Science from Ryerson University.

Keith Edwards

Keith Edwards

Technical Analysis Consultant

Keith Edwards is a Technical Analysis Consultant to Rosenberg Research.

Keith’s career began as an independent technical analyst in 1976. He subsequently was hired in 1987 as a Technical Analyst at the Nesbitt Thomson investment bank in Toronto. Keith moved from there to rival Burns Fry in 1989, which through a merger became BMO Nesbitt Burns five years hence, where he remained until retiring in 2009.

Keith is a founding member of the American Association of Professional Technical Analysts.

Operations

Jacob Rosenberg

Jacob Rosenberg

Vice-President, Client Relations & Operations

Jacob Rosenberg is Rosenberg Research’s Vice-President of Client Relations & Operations. He oversees the firm’s client satisfaction initiative and manages all of David’s online presentations, webcasts, and interviews.
Prior to joining Rosenberg Research, Jacob worked in the video game industry as an audio designer as well as in several client relations related roles across industries.

Jacob holds an MMus in Music Technology and Digital Media from the University of Toronto and a B.A. in Economics from McGill University.

Keith Godinho

Keith Godinho

Vice-President, Research Sales

Keith Godinho is Rosenberg Research’s Vice-President of Research Sales with a primary focus on the firm’s sales and renewals process and provides information related to all the firm’s product offerings.

Prior to joining Rosenberg Research, Keith worked with David Rosenberg and his Research Team at Gluskin Sheff for nine years as a Compliance Officer reviewing Breakfast with Dave and was responsible for monitoring compliance and risk at the fund and client portfolio level. Prior to that, he was a Manager, Compliance and Analytics at State Street overseeing portfolio compliance across various hedge funds and pension funds with a focus on Credit and Derivatives risk monitoring.

Keith received a Bachelor of Accounting & Finance degree from Ryerson University.

 

Kaire Hartley

Kaire Hartley

Administrative Director

Kaire Hartley is the firm’s Administrative Director and is responsible for the day-to-day operations of the firm, such as overseeing all incoming and outgoing communications and acting as the gatekeeper for internal and external contacts, including vendors and clients.

Kaire joins Rosenberg Research from Gluskin Sheff + Associates, wherein her latest role, she was the coordinator for the Wealth Planning team.  Prior to that, she worked as an Executive Assistant for David Rosenberg in his role as the Chief Economist & Strategist at Gluskin Sheff.

Kaire brings with her over 25 years of administrative experience and has worked in health care, legal and financial services after completing her studies in Health Sciences at George Brown College in Toronto.

 

 

Dinesh Vel

Dinesh Vel

Director of Technology

Dinesh Vel is the Director of Technology for Rosenberg Research. Dinesh is responsible for handling the firm’s data analytics and technological requirements.

Prior to joining Rosenberg Research, Dinesh was a Business Solutions Manager at RBC where he streamlined many of the firm’s regulatory reporting processes. He also worked as a Program Manager at Gluskin Sheff + Associates Inc. where he led and oversaw the operations of the Investment Technology team.

Dinesh holds a Bachelor of Mathematics in Actuarial Science and Statistics from the University of Waterloo.

Sean Rosenthal

Sean Rosenthal

Director of Marketing

Sean Rosenthal is the firm’s Director of Marketing. He develops and executes all the marketing strategies at Rosenberg Research to achieve brand awareness and revenue growth.

Before joining Rosenberg Research, Sean had experience working for Fortune 100, 500 and start-ups in various industries such as technology, telecommunications, healthcare and automotive. He has more than twenty years of B2B and B2C marketing experience. He’s been a digital and social media marketing leader, as demonstrated by increased brand exposure through online properties, digital advertising and social media campaigns.

Sean received a Bachelor of Social Science from Michigan State University.

Rachael Zbar

Rachael Zbar

Corporate Director

Rachael Zbar is a Corporate Director overseeing the company’s legal, financial, and HR affairs.

She is a former Social Worker and has a history of extensive volunteer service in the local community.

Rachael holds a Bachelor of Arts and a Master of Social Work from the University of Toronto.

Vandhana Parthasarathy

Vandhana Parthasarathy

Data Analyst

Vandhana Parthasarathy is a Data Analyst with a focus on sales enablement and systems optimization.

Before joining Rosenberg Research, Vandhana worked as a software engineer at Infosys for three years, where she focused on Mainframe development projects.

Vandhana holds an MBA in Operations Management from Brock University and a Bachelor of Engineering in Electronics and Communication from Anna University.

Sofia Dorrell

Sofia Dorrell

Marketing Associate

Sofia Dorrell is a Marketing Associate with Rosenberg Research. She is responsible for assisting with the development and implementation of marketing strategies, social media campaigns, and securing visibility and growth for the firm.

Prior to joining Rosenberg Research, she worked as a social media manager, literary editor, arts and culture researcher, and brand management specialist. She has over 5 years’ experience delivering quality insights and analyses for businesses in the Toronto area.

Sofia holds an Hons. B.A in Cinema Studies from the University of Toronto.
Ryan Janzen

Ryan Janzen

Client Relations Representative

Ryan Janzen is a Client Relations Representative at Rosenberg Research. In his role, Ryan provides exceptional client service with responsibility for implementing sales and growth initiatives for the firm.

Prior to joining Rosenberg Research, Ryan worked across various roles in financial services, sales, customer service and digital marketing. Most recently, Ryan was a Client Advisor in personal banking, where he specialized in developing strong client relationships through expert product knowledge and strong collaboration with colleagues across business units.

Ryan has received a Bachelor of Science in Finance and Marketing from the University of Delaware. Currently, he is a CFA Level 1 Candidate and has completed the CSC and CPH courses.

Adam Sharvit

Adam Sharvit

Client Relations Representative

Adam Sharvit is a Client Relations Representative at Rosenberg Research, with a focus on client service, sales, and renewals within the firm.

Prior to joining Rosenberg Research, Adam worked in the Investor Relations field at Hybrid Financial and Virtus Advisory Group, where he gained significant experience working with financial advisors, mutual fund and hedge fund managers, and high net worth individuals. Adam is focused on liaising with clients and ensuring that questions and issues are addressed promptly.

Adam received a Bachelor of Commerce from Ryerson University in the field of Accounting & Finance with a primary focus on the financial sector.

Advisory Board

James Bergin

James Bergin

Special Advisor to the Founder and President

James (Jamie) Bergin is the Management Consultant for Rosenberg Research. As a proven business builder and leader in capital markets, Jamie provides advice relating to the day-to-day operational strategy through to the prioritization of growth initiatives.

Jamie has over 30 years of experience in Capital Markets, holding senior sales positions on both the buy side and sell side of the market. He is also the Founder and CIO of Hillhead Capital, Inc. and sits on the Board of Defiance Silver, where he currently serves on several of the committees.

Jamie received an Honors Bachelor of Business Administration from Wilfrid Laurier University and a Master of Business Administration from Strayer University (JWMI).

Prashant Tandon

Prashant Tandon

External Business Consultant

Prashant Tandon is an External Business Consultant to Rosenberg Research. Multi-faceted with 20 years of cross-functional experience in Financial Services in London and Mumbai, Prashant provides big picture thought provoking analysis on macroeconomic policy and global market insights. He specializes in critical evaluation of international and regional economic developments, especially Emerging Markets.

Prashant is a CIO of a Family Office focused on Domestic Indian Capital Markets and has proactively managed global portfolios across a range of asset classes at Proprietary Trading Desks at MUFG Bank and FirstRand Bank. He was also an award-winning institutional Credit Research Analyst with Deutsche Bank in London, covering Pan-European Media, Telecom and Utility companies.

Prashant holds a Master’s Diploma in Global Market Economics from the London School of Economics and Political Science and is a recipient of the prestigious J N Tata Scholarship. He also holds an Investment Management Certificate (IMC) from the CFA Society of UK.

Jeff Burchell

Jeff Burchell

Senior Advisor

Jeff Burchell is a Senior Advisor to Rosenberg Research. Jeff provides the firm with advice on matters relating to business development.

Jeff has more than two decades of experience in the investment management industry. His roles have included Co-CIO of a multi-billion dollar asset manager and portfolio manager of a diverse range of North America- focused equity investment strategies and products spanning multiple asset classes, including risk arbitrage, market neutral and long-short equity, and long only portfolios.

Jeff has served as an independent director on the boards of two public companies. His board work has overseen executive transitions, raising of public capital and IPO management. In addition, he has both chaired and served on audit, governance and compensation committees.

He received an MBA and Law degree from Dalhousie University and holds a Bachelor of Business Administration from Acadia University. He has also earned the Chartered Financial Analyst (CFA) designation.

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