We’re a diverse group of professionals who are passionate about our goal of helping clients achieve financial security. We have a culture of intellectual rigour and objectivity, the cornerstones of sound analysis and good decision-making.
We’re also a close team. We think that the best way to be in something together is as partners. So, we are all shareholders in Longview. In addition, we are all investors in the Longview Portfolio, in partnership with our clients.
Adriana is one of Longview’s Managers of Client Services & Portfolio Administration. In this role Adriana, Denise and Samantha are in charge of administering client portfolios and acting as our main contacts with our custodian.
An experienced administrator, Adriana previously spent six years as a Team Leader in Unitholder Recordkeeping at CIBC Mellon Global Securities Services, followed by eight years as a Senior Portfolio Administrator at TD Harbour Capital, a division of TD Private Investment Counsel.
Adriana is bilingual (English and Spanish), and is a graduate of York University in Economics and Accounting.
When not helping Longview’s clients, Adriana enjoys spending time with her family and friends, keeping abreast of current events and news, and has a love for soccer.
James Eaton, CFA
Partner
Investment Committee
As a member of Longview’s Investment Committee, James shares responsibility for the firm’s investment decisions. In addition, along with Tom, James is responsible for undertaking primary research on companies in the Longview Portfolio and other potential investments.
Prior to joining Longview, James was an Investment Analyst at Invesco Ltd. where he identified, analyzed and recommended investments for the Toronto-based Trimark team. Among his covered mandates, the Invesco Canadian Pool was a 1st quartile product over a 5 year period, and the Canadian Enhanced Dividend Pool, for which he shared portfolio management responsibilities, was 1st quartile since its launch in 2012.
James is a CFA® charterholder. He received an MBA from Schulich School of Business, where he was on the Dean’s Honour List, and a Bachelor of Commerce with Distinction from Dalhousie University.
Away from the office, James enjoys spending time with his family, travel, and recreational sports such as triathlons, skiing and hockey. Connect on LinkedIn
Denise Fernandes
Partner
Client Service
Denise is one of Longview’s Managers of Client Services & Administration. In this role Denise, Adriana and Samantha are in charge of administering client portfolios and acting as Longview’s main contacts with our custodian.
Denise has over 26 years in banking and private investment management. Prior to working at Longview, she was a Senior Portfolio Administrator, at TD Harbour Capital, a division of TD Wealth, Private Investment Counsel. She also has experience in back office and custodial operations in her roles as a Team Manager and Account Manager at TD Waterhouse Canada Inc., Institutional Services.
Denise graduated from Seneca College in Business Administration and has a post graduate in Human Resources Management.
In her spare time, Denise enjoys spending time with her four children, family and friends. She also likes to read and do numerical puzzles and crosswords. Connect on LinkedIn
Tom Lace, CFA, CPA, CA
Partner
Investment Committee
As a member of Longview’s Investment Committee, Tom shares responsibility for the firm’s investment decisions. In addition, along with James, Tom is responsible for undertaking primary research on companies in the Longview Portfolio and other potential investments.
Prior to joining Longview, Tom was a Senior Associate at PricewaterhouseCoopers (PwC) in their Audit practice, where he focused on clients in the banking, brokering, insurance and technology sectors. While at PwC, Tom earned his CPA, CA designation. He is also a CFA charterholder.
Tom is a graduate of the University of Notre Dame, where he graduated cum laude with a degree in Business Administration, majoring in accounting and sociology. Tom also graduated with Beta Alpha Psi and Phi Kappa Delta distinctions and a certificate in Asia Pacific Business.
In his spare time, Tom enjoys reading, travelling, numerous sports and spending time with family and friends. Connect on LinkedIn
R.B. (Biff) Matthews
Chairman Emeritus
Biff is a graduate of the University of Toronto and Oxford University, and has studied and written about what works in investing for more than 20 years.
After practicing law in Toronto, most recently as a partner of McCarthy Tetrault, Biff acted as President of Manitou Investment Management for 13 years before starting Longview.
Biff enjoys reading widely, travel, golf and spending time in the country with his wife, Sue, and their adult children. Connect on LinkedIn
Doug McCutcheon
President
Investment Committee
Doug chairs Longview’s Investment Committee, which is responsible for all of the firm’s investment decisions. In addition, along with Biff and Emily, Doug enjoys interacting with Longview’s clients.
Doug has been an investor in public and private companies around the world for more than 30 years.
Prior to joining Longview, Doug was an investment banker for 25 years, primarily based in London, England. Most recently, Doug was Managing Director and Head of Healthcare Investment Banking in Europe, the Middle East and Asia at UBS, having started his career at S.G. Warburg & Co. Ltd., a predecessor firm of UBS.
Doug is a graduate of Queen’s University (Bachelor of Commerce). He currently serves on the Board of Labrador Iron Ore Royalty Corporation and is Chair of the Board of Worldwide Healthcare Trust PLC.
In addition to investing, Doug enjoys spending time with his wife, Deborah, and their three children, as well as participating in various sports and the arts. His philanthropic passions are healthcare and education. Connect on LinkedIn
Erin O’Neill, CFA
Partner
Chief Operations Officer
As COO, Erin is responsible for Longview’s internal finance, compliance, technology, legal and regulatory functions. She also works closely with Adriana and Denise, our Client Services & Portfolio Administration team, to ensure that Longview’s clients always receive best-in-class service.
Prior to joining Longview, Erin was a member of the senior executive team at HollisWealth Inc., responsible for the firm’s strategic initiatives, business planning and communications functions. Before that, she held various research and strategic roles at TD Waterhouse and Merrill Lynch. Most recently, Erin was a strategic business advisor to small and mid-sized companies with a focus on process improvement and implementation.
Erin earned her Bachelor of Business Administration from Wilfrid Laurier University and is a CFA® charterholder.
Outside of work, Erin enjoys spending time with her two young children and husband, Scott, as well as travelling and reading.
Samantha is one of Longview’s Managers of Client Services & Portfolio Administration. In this role Samantha, Adriana and Denise are in charge of administering client portfolios and acting as our main contacts with our custodian.
Samantha has over nine years of financial services experience. Prior to working at Longview she was an Associate Private Banker at Scotia Wealth Management. She also has experience in financial advice and client servicing in her roles as a Senior Financial Advisor and Financial Advisor at Scotiabank.
Samantha obtained her Honours Bachelor of Business Administration and Diploma in Business Administration from the University of Guelph-Humber.
In her spare time, Samantha enjoys spending time with her family and friends. She also likes to travel and has a love for auto racing.
Emily Won, CFA, CPA, CA
Partner
Investment Committee
As a member of Longview’s Investment Committee, Emily shares responsibility for the firm’s investment decisions. In addition, along with Biff and Doug, she enjoys interacting with Longview’s clients.
Prior to joining Longview, Emily was an Executive Director in Institutional Equity Sales at CIBC World Markets and Merrill Lynch. Before that, she worked in Equity Research at Merrill Lynch and TD Securities.
Emily earned her Bachelor of Business Administration from the Schulich School of Business as well as her Chartered Accountancy (CA, CPA) designation with Arthur Andersen. She is also a CFA® charterholder.
Emily is a member of the CFA Society Toronto and previously served on the CFA Society Toronto Equity Committee and the National Ballet School Foundation Board. She is a past executive member of the Havergal College Parents Association.
When not being kept busy by their two daughters, Emily and her husband, Andrew, enjoy discovering new restaurants and travelling.
