MEET OUR CLIENT CONSULTANTS

Putting investors first

CANADA


Les Marton

Les Marton

Managing Director

Les oversees the business development and relationship management of bfinance in Canada. Les has worked in financial services for over 30 years, with more than two decades of experience in asset management. Prior to joining bfinance in 2017 he held a number of senior roles at Scotiabank (Managing Director, Head of Cap Intro and Hedge Fund Consulting, Head of Global Alternative Asset Group) and Scotia Capital (Managing Director).

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James Harkness, P.eng

Senior Director, Client Consulting

James is a Senior Director at bfinance Canada, focusing on business development and client relationships with institutional investors. He has more than 25 years of experience across financial technology, data analytics and investment management.

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Philip Coté

Philip Coté

Director

Philip Coté is a Director at bfinance Canada. Philip has more than 16 years of financial services industry experience across institutional investment consulting, manager research and product development roles. Prior to joining bfinance Philip was a Director at Pavilion Alternatives Group where he led manager research and due diligence assignments in the area of private markets investment, with a focus on real estate, infrastructure and private debt.

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USA


David Ness

David Ness

Senior Director, Client Consulting

David is a Senior Director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.

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Brooke Bowen

Brooke Bowen

Director, Client Consulting

Brooke Bowen is a Director and Client Consultant for bfinance US. Brooke has over 8 years of financial services industry experience working primarily with high-net-worth advisors and Registered Investment Advisors (RIAs).

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Alexander McHenry

Director, Client Consulting

Alexander McHenry is a Director and Client Consultant for bfinance, focused on business development across the wealth management and institutional client segments. He brings over a decade of financial markets experience spanning investment management, intermediary distribution, and high net worth client advisory, with particular depth in manager selection and portfolio construction.

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