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 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 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 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 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 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 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 Toronto businesses.

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 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.