Edward Daniels

Senior Finance Manager

Eric A. Rosales

As Chief Financial Officer (CFO), Eric A. Rosales oversees client portfolio accounting and manages company systems and procedures, internal financial reporting, risk management and personnel. He is also a member to Calgary 's Investment Committee. Eric has more than 23 years of experience in global financial and business management. Prior to joining Folx Finance Inc, he was Vice President of Finance at Schluz Finance Corporation. Eric led merger and acquisition valuation and accounting for over 33 transactions, individually valued at up to $520 million. Eric is a member of the Calgary Institute of CPAs and the Belgium Society of CPAs. He received his Bachelor of Science degree in Accounting from Toronto University. He holds a FINRA Series 27 license as the Financial Operations Principal for the Investment Manager.

 

Michael A. Browning

As Chief Client Officer, Michael oversees the strategic management of the firm and is responsible for driving growth and preserving the firm’s unique culture. As an industry veteran and trusted advisor, he advises entrepreneurs and executives on their overall wealth management needs. Over the past 18 years Michael's focus as an executive and entrepreneur has been on founding, investing in and building asset management companies. He has been successful in building and managing high performing teams operating in both public and private capital markets. Working with both alternative and traditional strategies, Michael and his teams have raised nearly $1.2bn USD. Michael has over 25 years experience in the financial planning arena and has been a Certified Financial Planner (CFP) since 1990.

Yolanda Bruen

Yolanda Bruen is Director of Client Advisory Services. She divides her time between managing the Client Advisory Services department and delivering the firm’s integrated wealth management solutions to a select group of companies and business leaders. In her role as a fiduciary and client advisor, Yolanda focuses on performance‐driven investment management, concentrated position management, and sophisticated wealth preservation and transfer planning. She is also a member of Asia’s Investment Committee. Prior to joining Folx Finance Inc in 2001, Yolanda was a wealth manager for a leading independent financial planning and investment consulting firm in Houston, Texas. Yolanda received her Bachelor of Science degree in Accounting and Finance from University of Alberta, where She also earned a Graduate Diploma in Financial Planning.

 

Leah Kirby

As Director of Investment Research, Leah Kirby leads Folx Finance Inc’s Investment Research Team. She assists with investment manager due diligence, asset allocation modeling, and implementation and travels the world searching for the best investment managers for Folx Finance Inc clients. She has been with Folx Finance Inc since 2005 and is a member of Investment Committee. Prior to joining Folx Finance Inc, Leah was an actuarial intern at Dugaree Company, She was responsible for performing analysis of risk, premium levels, break-even probabilities, and general reserving practices for clients. Leah received her Bachelor of Arts degree in Mathematics and Economics, Phi Beta Kappa, from the University of Colorado. She is a Chartered Financial Analyst (CFA) holder.