Reputable, Client-Focused Managers with
Over a Century of Combined Experience
The team of individuals overseeing your portfolio
at Rockvale possesses a unique breadth of financial industry experience, spanning multiple business
and market cycles.
J. David Curran
Dave has been involved in the investment management business for over 40 years. During the course of his career he has managed money on behalf of retail, high-net-worth and institutional investors. Prior to his time at Rockvale, Dave acted as the Director of Research for Canadian and U.S. Equities at the investment management arm of a large Insurance company. Subsequently, he was a partner and Portfolio Manager at an independent, Toronto-based investment manager where he was responsible for advising the firm’s mutual funds as well as managing some of the
largest private sector pension funds in Canada. Dave is a member of the CFA Institute.
Principal, Senior Vice President
Bill previously held a number of senior money market positions with one of Canada’s largest banks. During his tenure he was the National Manager of money market trading and sales, as well as the Chief Dealer for treasury bills, bankers’ acceptances and commercial paper. Bill then became General Manager of domestic treasury sales and trading, where his role required daily contact with the Bank of Canada on market and statutory cash reserve issues. Following his time with the bank he was a Vice President in the Advanced Analytics and Risk Management department of a bank-owned investment dealer.
Learn more about Our Promise to You