Steve is President of Sun Life Investment Management, Sun Life Financial’s third-party institutional investment management platform. This includes the Bentall Kennedy Group in North America, Prime Advisors, Inc. and Ryan Labs Asset Management Inc. in the United States, and Sun Life Institutional Investments (Canada) Inc. in Canada. He is also responsible for the investment operations of Sun Life Assurance Company of Canada which supports the Sun Life Investment Management companies and manages the general account assets of the Sun Life Financial group of companies. Steve is a member of the Sun Life Financial executive team.
Steve joined Sun Life Financial in 2009 and has more than three decades of investment management and credit experience in North American and international markets. This includes extensive experience managing teams, portfolios and research across a wide range of assets and strategies, including public and private asset classes, derivative markets and liability-driven investing.
Steve holds a Bachelor of Science degree from the University of Virginia. He is a CFA Charterholder and a member of the Boston CFA society.
Randy is Chief Investment Officer of Sun Life Financial and heads the investment operations of Sun Life Assurance Company of Canada. He joined Sun Life Financial in January 2016.
With more than three decades of investment management expertise at highly-respected global financial firms, Randy brings strong experience to Sun Life. Since 2007, Randy has held several senior roles at Deutsche Asset & Wealth Management, most recently as Global Head of Insurance and Pension Solutions and as Head of Asset and Wealth Management for the UK region.
Randy holds Bachelor of Science and Master of Engineering degrees, both in Electrical Engineering, from Cornell University. He also earned an MBA from Cornell University's Johnson Graduate School of Management, where he was a Lester B. Knight Scholar.
Gary joined Bentall Kennedy in 1998 as President and Chief Executive Officer of Bentall’s Investment Management group (formally called Penreal Capital Management) and has led the company through 17 years of growth and change. Gary sits on the boards of all Bentall Kennedy entities and client funds, and is responsible for the performance and governance of all operating and investment groups.
Prior to joining Bentall Kennedy, Gary held progressively more senior executive positions in several public and private real estate operating, investment and development companies active in Canada and the US. He also practiced as an architect for several years at the outset of his career.
Gary holds a degree in architecture from McGill University and an MBA from Harvard Business School. He is past Chair of the Board of REALpac – Real Property Association of Canada and is a past director of the National Association of Real Estate Investment Managers.
Don is President, Chief Executive Officer, and a board member of Prime Advisors, Inc. He is responsible for Prime’s day-to-day operations as well as its strategic direction and results. Don joined Prime in 2009, and has spent most of his 25+ year professional life working in the insurance asset management industry, focused on delivering portfolio management results, client service and growth.
Don was Executive Vice-President and Chief Investment Officer for Jefferson Pilot Financial, now known as Lincoln Financial Group, and before that President and Chief Investment Officer for Conning Asset Management. Don received a degree in Economics from Princeton University in 1984.
Richard Familetti is the President and Chief Investment Officer at Ryan Labs Asset Management. Richard joined the firm in 2009 as a portfolio manager specializing in corporate credit and fixed income asset allocation, and was promoted to Director of Asset Management in 2013. He has experience with various investment strategies in all sectors of the fixed income markets employing a combination of fundamental and technical analysis.
Richard also leads the Ryan Labs Management Committee, which enables Ryan Labs to tap into each Committee members’ strengths, share day-to-day management responsibilities and to provide a cohesive view to the firm’s future direction.
Prior to joining Ryan Labs, Richard held positions at Halbis Capital Management as a hedge fund manager, Calyon Bank in proprietary trading, and Credit Suisse Asset Management as a Managing Director. Richard joined Credit Suisse as a result of the sale of a small, successful partnership called Brundage, Story and Rose, Investment Management. Before this, he traded mortgages, CMO’s, and ABS for Lazard Freres Asset Management.
Richard holds a B.A. from Hofstra University and an M.B.A. from Fordham University. He is a CFA charterholder.
Click here to read the press release on Richard Familetti’s appointment to President and CIO
Carl is President at Sun Life Institutional Investments (Canada) Inc.
Carl has significant experience in developing investment strategies and leading investment businesses. Carl was most recently Chief Investment Officer of the Qatar Foundation Endowment (QFE), playing a key role in building it to one of the largest endowment funds in the world.
Prior to his QFE role, Carl was Chairman and Chief Executive Officer of State Street Global Advisors (SSGA) based in Paris, managing European and Middle Eastern client assets. Preceding this role, he was President, Senior Managing Director and Chief Investment Officer for SSGA Canada, during a time of rapid business growth and new investment strategy expansion.
Carl has a Bachelor of Commerce from the University of Windsor and an M.B.A. from the Schulich School of Business, York University, graduating as a Schulich Scholar for academic excellence and entrepreneurship. He is also a CFA Charterholder.