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Leadership & Portfolio Management

An experienced team, aligned with your interests

Decades of combined experience across institutional and individual portfolio management, corporate finance, and operations — independent, credentialed, and directly accessible.

Stephen T. Moore

Stephen T. Moore

Founder, Executive Chairman & Portfolio Manager

40 years in the securities industry. Former Vice President at Burns Fry Ltd., Lancaster Financial Inc. and TD Securities, with expertise spanning research, sales and trading, and corporate finance.

  • EducationB.Econ. & MBA, Queen’s University
Ryan Bushell

Ryan Bushell

Chief Executive Officer, Portfolio Manager & CCO

Joined Newhaven in 2018 from an established Canadian investment manager. Co-head of the investment team for private and institutional clients.

  • CredentialsCFA, CIM
  • EducationB.M.O.S. (Finance), Western University
Frances Connelly

Frances Connelly

Portfolio Manager

Joined in 2021 with 40 years of investment industry experience, including institutional pension assets and multi-billion dollar mutual funds. The last 20 years have focused on individual client portfolio management.

  • CredentialsCFA; past Director, Toronto CFA Society
  • EducationBA & MBA, Queen’s University
Rebecca Teltscher

Rebecca Teltscher

Portfolio Manager

Joined in 2023 with 15 years of investment experience, previously a portfolio manager at a multinational bank and a Canadian investment manager. Led a mentorship program for women in global asset management.

  • CredentialsCFA
  • EducationB.Comm. (with distinction), Concordia University
J. Patrick L. Magee

J. Patrick L. Magee

Portfolio Manager

Joined in 2021 with 20+ years managing individual portfolios and mutual funds. Prior experience spans management consulting, finance and accounting.

  • CredentialsCFA
  • EducationB.Econ., Queen’s University; MBA, McMaster University
Nancy Sicurella

Nancy Sicurella

Operations Manager

With Newhaven since 2010, managing day-to-day operations. Prior experience in financial services operations at an asset management firm, an income trust, and a SPAC.

  • EducationHon. B.Comm., University of Guelph

Work directly with a portfolio manager

No call centres, no hand-offs — just direct access to the people managing your money.