Our Mission
To provide investors with a unique lens on the macro-economic and market developments that are shaping the financial outlook.
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
Marius Jongstra
Vice President, Market Strategy
Marius Jongstra is a Vice President of Market Strategy 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.
Bhawana Chhabra, CFA
Senior Market Strategist
Bhawana is a Senior Market Strategist at Rosenberg Research. Her focus is on market fundamentals, equity pricing models, and earnings analysis. Bhawana contributes to Rosenberg Research’s coverage of pertinent themes and broader global research.
Prior to joining Rosenberg Research, Bhawana worked as an Equity Strategist and Economist in India for over a decade, where she focused on sector and asset allocation through a combination of macro-economic and equity fundamentals-based lens.
Bhawana is a CFA Charterholder since 2018, with an MBA from IMI, India. She has also finished an executive program in Advance Data Science from the Rotman School of Management, at the University of Toronto.
Robert Embree
Senior Economist
Robert Embree is a Senior Economist at Rosenberg Research. He provides commentary, analysis, and research on US, Canadian, and global macroeconomics, with a special focus on public policy and geopolitical risk.
Robert previously worked at Bridgewater Associates, the world’s largest hedge fund, where he was a member of the Geopolitical Risk team and the Currency team. He is also a former Junior Research Economist for the Canadian Intellectual Property Office, where he analyzed contemporary issues in the economics of intellectual property.
Robert holds a Ph.D. in Economics from the University of Toronto, an M.A. in Economics from Carleton University, and B.Sc.H. in Mathematics from Queen’s University. His published research in public economics and political economy has appeared in Electoral Studies, the National Tax Journal, and the Canadian Journal of Political Science.
Paul Kim
Junior Economist
Paul Kim is a Junior Economist at Rosenberg Research. He assists the team in the daily publication processes, including research, editing, fact-checking, preparing presentations, and running statistical analysis.
Prior to joining Rosenberg Research, Paul was a Master of Arts Student in Economics at the University of Toronto, which he graduated from in 2023. During that time, he was a Teaching Assistant for first year Economics courses and a course in financial markets.
He also holds a Bachelor of Sciences from the University of Toronto, where he double majored in Economics and Statistics, as well as a minor in Mathematics.
Nwal Anwar
Senior Analyst
Nwal is a Senior Analyst at Rosenberg Research. She is responsible for editing our publications, constructing slides and charts, helping with client data requests, and providing research support for the senior economics and strategy team.
Prior to joining Rosenberg Research, Nwal worked as a Research Intern with QuadReal Property Group where she focused on macroeconomic analysis and market trends associated with commercial real estate asset classes.
Nwal holds an H.B.A from the University of Toronto in Economics and Statistics with a focus in Data Analytics and is a CFA Level I candidate.
Zackary Young
Junior Research Analyst
Prior to joining Rosenberg Research, Zackary completed two terms as a Research Intern with Gluskin Sheff + Associates Inc / Onex Corporation where he focused on individual security analysis on the International Equities Portfolio.
Zackary graduated with a Master of Financial Economics at the University of Western Ontario in 2023, and a Bachelor of Arts at the University of Western Ontario in the Honours Specialization in Economics Program in 2022.
He was also selected in the Ontario Hockey League Draft in 2016 and is a CFA Level I Candidate.
Operations
Jacob Rosenberg
Executive Vice President, Client Relations & Operations
Jacob Rosenberg is Rosenberg Research’s Executive Vice President, 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.
Grainne McGlynn
Senior Vice-President, Institutional Research Sales
Grainne McGlynn is a Senior Vice-President of Institutional Research Sales at Rosenberg Research. She brings over 20 years of experience covering Institutional clients in Canada across global equities and market strategy.
Grainne joins Rosenberg Research from Morningstar where she led the distribution of Institutional Equity Research to Canadian asset managers, pension funds, and banks. Prior to Morningstar, Grainne spent twelve years in Institutional Equity Research Sales at Bank of America-Merrill Lynch, where she was primarily responsible for European and Global Equity Research Sales.
Grainne holds an MBA in Finance and Marketing from the Schulich School of Business.
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.
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
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.
Josh Johnson
Client Relations Representative
Josh Johnson is a Client Relations Representative at Rosenberg Research. He focuses on providing excellent client service and assisting in company growth initiatives.
Prior to joining Rosenberg Research, Josh worked at CI Financial as a relationship manager to private wealth advisors under the CI Private Wealth Canada business. This role provided him with strong experience in understanding and developing solutions that properly address the needs and complexity UHNW clients face in asset management and financial planning.
Josh holds an MBA from Liberty University.
Nik Veigli
Client Relations Representative
Nik Veigli is a Client Relations Representative at Rosenberg Research, where he is dedicated to delivering a high-end client experience for both existing and prospective clients.
Prior to joining Rosenberg Research, Nik worked as an Associate Advisor at Monarch Financial, a holistic financial planning and investment advisory firm operating under the Sun Life umbrella in downtown Toronto. In this role, he supported a team of advisors in all client meetings and was responsible for managing the team’s model portfolios, providing investment recommendations, and rebalancing client holdings.
Nik has successfully completed Levels I and II of the Chartered Financial Analyst (CFA) program.
Alexandra Delle Donne
Executive Assistant
Alexandra Delle Donne is the Executive Assistant with Rosenberg Research. She is responsible for day to day operations, assisting with incoming and outgoing communications, and happily assisting with any internal and external requests.
Prior to joining Rosenberg Research, Alexandra worked in corporate administration and management with RGN Management at a co-working facility in Toronto, ON. She has 5+ years of experience in customer service, and also worked as a social media liaison with Amplified Opera and the University of Toronto Music Faculty.
Alexandra holds a Master’s Degree from the University of Toronto in Historical Voice Performance, and still performs classical/operatic music within the GTA.
Ayush Anand
Marketing Manager
Ayush Anand works as the Marketing Manager at Rosenberg Research, where he oversees all marketing initiatives.
Before joining Rosenberg Research, Ayush worked in the Marketing Department of Optimize Wealth Management, a Portfolio Management Firm located in Toronto. There he assisted in formulating and implementing their digital marketing strategies. He also has experience in freelance web design and development projects.
Ayush completed his Bachelor’s degree in Business Administration, specializing in Marketing, and holds a postgraduate diploma in Business Analytics
Alyson Taylor
Junior Marketing Associate
Alyson Taylor is a Junior Marketing Associate at Rosenberg Research. She supports all marketing initiatives, including strategic engagement and campaign coordination.
Before joining Rosenberg Research, Alyson held various internship and leadership positions in the field of marketing. Additionally, she worked part-time as a Marketing Coordinator and performed freelance work.
Alyson graduated from Dalhousie University in 2023 with a Bachelor of Commerce, where she majored in marketing.
Advisory Board
Walter Murphy
Technical Analysis Consultant
Walter Murphy is a Technical Analysis Consultant to Rosenberg Research.
His career began at Standard & Poor’s in 1977, where, in seven years, he headed up the Equity Research department’s Utility Industry team before becoming Manager of the department.
Walter joined Merrill Lynch in 1984 in the acclaimed Market Analysis department under the leadership of Bob Farrell and eventually became a Director and Senior International Market Analyst.
From 2009 to 2017, Walter penned both a weekly blog and a monthly review of the various markets under the Walter Murphy’s Insights banner.
Walter graduated from the College of the Holy Cross with a BA in Political Science. He also holds an MBA in Finance from Babson College. Walter became a Chartered Financial Analyst (CFA) in 1981.
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.
Ken Bercuson
External Economics and Policy Advisor
Ken Bercuson is a world-class economist and Fed policy expert who has had a storied career, spanning Donaldson, Lufkin & Jenrette (foreign exchange strategist) and Merrill Lynch (fixed-income strategist) on Wall Street, and years of public service at the IMF where he specialized on Emerging Markets.
He helped start up a hedge fund (WCG Management) in 2007. Ken has also published books on economic development in Emerging Market countries.
He graduated with his PhD in Economics from Yale in 1977, with Nobel laureate James Tobin as his advisor. Ken also is a globally-renowned and competitively-ranked bridge player.
