Zoltan is an investment professional with a fluent understanding of capital markets, and a
demonstrated track record for managing business units through complex environments,
regulatory change, and disruption. His experience canvasses over 25 years with both
domestic and international broker-dealers, in roles ranging from research associate to
senior executive. During his time as Head of Institutional Trading with UBS Canada and
Canaccord Financial, he transitioned business models to address both cyclical and secular
industry shifts, including the implementation of technology-intensive trading platforms. He
has been involved in all stages of corporate finance and has a profound respect for the
value of risk management, multipronged investment strategies, team building, and
stakeholder collaboration.
Zoltan is currently Principal and CIO of North Sound Investments, an SFO where he oversees
diverse portfolios. He is a musician, recording engineer, producer, and an active volunteer
(past board positions with Canadian health-related charities). He lives in Toronto with his wife and daughter.
