Our Team

Heirloom’s senior management team is comprised of professionals with deep investment, operations, governance and compliance experience with major Canadian, UK and Swiss firms.

GEOFF DOVER, CFA

President & Chief Investment Officer

- 17 years of investment management experience, including running a Canadian single-family office.
- Previous experience with Birch Hill, Canada’s largest mid-market private equity firm; DLJ, an investment bank acquired by Credit Suisse; and Kestrel Capital Global Investors, a family office.

GEOFF DOVER, CFA

President & Chief Investment Officer

SCOTT FIELD-MARSHAM

Chief Risk Officer

- 26 years at Morgan Stanley, most recently as COO of Asia Equities and membership on 5 subsidiary boards of directors.
- Experience in Institutional Equities sales, trading, risk management and general management roles.

SCOTT FIELD-MARSHAM

Chief Risk Officer

DOUG SAWATZKY

Chief Compliance Officer

- Over 10 years of experience as a senior financial executive with MKS Inc.
- 5 years of investment operations and compliance experience with Extuple, which invests private-equity growth-capital in Canada, and offers a pooled fund investing in publicly-listed cloud companies.

DOUG SAWATZKY

Chief Compliance Officer

BETH HIRSHFELD

Vice President, Marketing and Corporate Development

- Practiced as a securities lawyer at Blake, Cassels & Graydon LLP and led the Canadian Business Council of Dubai.
- Served as Chief of Staff and Policy Advisor for the Ontario Minister of Finance.

BETH HIRSHFELD

Vice President, Marketing and Corporate Development

DAVID MUELLER

Vice President, Corporate Development

- 15 years experience as a corporate executive, lawyer and entrepreneur.
- Served on global leadership team (general counsel and strategy head) for family businesses after practicing law and Fasken Martineau and Shibley Righton. Additional experience in renewable energy, e-commerce and music.

DAVID MUELLER

Vice President, Corporate Development

LINA ZUBAITE, CFA

Middle & Back Office Manager

- 10 years of experience in managing hedge fund operations.
- COO at Quay Partners, previously head of operations at Pivot Capital Management Ltd.

LINA ZUBAITE, CFA

Middle & Back Office Manager