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

President, Chief Economist & Strategist

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.

Ellen Cooper

Ellen Cooper

Senior Economist

Ellen Cooper is a Senior Economist focusing on global macroeconomic developments with long-term impact on growth and financial markets. Ellen is also a key contributor to Rosenberg Research’s in-depth reports and daily publications.

Prior to joining Rosenberg Research, Ellen was a Senior Economist with the Canadian Federal Government in Ottawa, specializing in industry analysis. She also spent time in Alberta analyzing the energy market while working at the Regional Development Agency for Western Canada. Ellen has also worked as a social impact consultant in the private sector both in Canada and Chile, primarily serving clients in the mining industry.

Ellen holds an MA in International Trade, Finance and Development from the Barcelona Graduate School of Economics and a BA in Economics and International Relations from the University of British Columbia. Ellen brings with her a diverse perspective gained from living in various regions of Canada, Alaska, Chile, Spain and Singapore.

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

Economist & Strategist

Marius Jongstra is an 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.

Vibhu Kapoor

Vibhu Kapoor

Economist

Vibhu Kapoor is the firm’s econometrician and runs the regressions that help formulate the numerical economic and market forecasts. He also contributes to the daily research publications.

Prior to joining Rosenberg Research, Vibhu worked as an Economic Analyst at Mitsubishi UFJ Financial Group where he modelled forecasts of trends in the credit market. He also held various Research Assistant positions at The Bank of Canada, University of Toronto and the Brookings Institution.

Vibhu holds an M.A. in Economics from McGill University and a B.A. in Economics and Statistics from the University of Toronto.

Julia Wendling

Julia Wendling

Junior Economist

Julia Wendling is a Junior 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.

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.

Marketing, Sales and Technology

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.

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.

Marcel Aulls

Marcel Aulls

Vice-President, Sales

Marcel Aulls is Rosenberg Research’s Vice-President of Sales and helps spearhead the firm’s sales and business development initiatives.

Prior to joining Rosenberg Research, Marcel worked with David Rosenberg for close to two years at Gluskin Sheff + Associates Inc., helping to expand the client base for Breakfast with Dave and serving existing clients. Before that, spent nearly 13 years at BCA Research developing and servicing client relationships in Canada and the United States. Marcel has over 17 years of experience in business development and account management within the financial sector, working with CIOs, CEOs, portfolio managers, analysts, traders and risk professionals for both buy-side and sell-side firms.

He graduated with distinction from McGill University with a BA in Communications.

Jacob Rosenberg

Jacob Rosenberg

Vice-President, Client Relations & Media Production

Jacob Rosenberg is Rosenberg Research’s Vice-President of Client Relations & Media Production. 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.

Operations

Dana Habib

Dana Habib

Office & Client Administration Manager and Executive Assistant to David Rosenberg

Dana is responsible for ensuring that the firm’s regular operations are fully resourced and for managing all enquiries and administrative requirements of client accounts. In addition, Dana supports our President and Chief Economist & Strategist, David Rosenberg.

Prior to joining Rosenberg Research, Dana worked for over fifteen years within the wealth management industry in office assistant and supervisor positions at firms such as PIMCO Canada, RBC Global Asset Management and TD Asset Management.

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.

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.

Rosenberg Research © 2021 All Rights are Reserved.