Prior to founding BloombergSen, Jonathan worked for over six years in the investment department of Burgundy Asset Management, first as an investment analyst and later as a Vice President. Before joining Burgundy, Jonathan was a Senior Analyst with SG Capital Partners, a private equity and venture capital investment boutique in New York. Prior to that, he was an Analyst with the Corporate Finance Division of Salomon Smith Barney in New York, where he worked on mergers and acquisitions, as well as high yield, secondary and initial public offerings.
Jonathan is an active member of the community, having chaired or founded a number of fundraising efforts throughout Toronto. Collectively, these initiatives have raised over $7 million for various organizations, including: Friends of Simon Wiesenthal Center, Camp Oochigeas, The National Ballet of Canada, United Jewish Appeal, CJPAC (Canadian Jewish Political Affairs Committee), and The Canadian Opera Company.
Jonathan sits on the Board of Directors of Mt. Sinai Hospital, The Canadian Opera Company Foundation and is the immediate past chair of the CJPAC Board of Directors. Jonathan is also a member of the Young Presidents’ Organization (YPO).
Jonathan holds an MBA from The Wharton School of Business and earned his Chartered Financial Analyst (CFA) designation. He earned his undergraduate degree in Economics from Tufts University and has also studied at Oxford University.
Jonathan lives in Toronto with his wife and their four children.416-594-9090
Prior to founding BloombergSen, Sanjay worked for one year with Cumberland Private Wealth Management, where he focused on research and analysis of US equities. He was a private investor from 2002 until 2006. From 1996 to 2002, Sanjay worked at Burgundy Asset Management, where he was the lead analyst on the US Small Cap Value Fund and analyzed Canadian and US companies from diverse industries across all market capitalizations.
Sanjay holds a B. Comm. from the University of Toronto, and has earned his Chartered Financial Analyst (CFA) designation.416-594-9090
Lawrence S. Bloomberg is Chair of the Board of Directors of BloombergSen Inc. A distinguished leader in the Canadian business community with a dedicated record of support for next generation innovators and our nation’s progress, in 2013 he was inducted as an inaugural member of the Investment Industry Association of Canada’s Hall of Fame. He is a past Director of National Bank of Canada and former Co-Chairman and Co-CEO of National Bank Financial. Mr. Bloomberg began his career with Nesbitt, Thomson and Company Ltd. in 1965, joining Pitfield, Mackay, Ross and Company Ltd. in 1974, and holding executive positions with both firms. An avid long distance runner, in 1979 he founded First Marathon Inc. In 1999, the company was bought by the National Bank of Canada and merged with its brokerage arm to create National Bank Financial.
His leadership in the formative development of Canadian business includes serving as a member of the Canadian Council of Chief Executives, the C.D. Howe Institute, and the Investment Dealers Association, and as Director of The Toronto Stock Exchange. He has been a longtime member of the Young Presidents Organization and the Chief Executives Organization, and past Governor of Junior Achievement Canada.
The breadth of his engagement and support for research, education, healthcare and culture reflects his belief in Canadian values and confidence in next generation innovators. He is a founder and a past director of the MaRS Discovery District, past Chair of Mount Sinai Hospital, former director of the Royal Ontario Museum and the Toronto International Film Festival, among many others. His philanthropic gifts include the naming of The Lawrence S. Bloomberg Faculty of Nursing at the University of Toronto, the Frances Bloomberg Centre for Women’s and Infants’ Health at Mount Sinai Hospital, the Bloomberg-Manulife Prize for the Promotion of Active Health at McGill University, the Lawrence Bloomberg Chair in Accountancy at Concordia University, the Lawrence Bloomberg Wing at the Schulich School of Business, and the Lawrence S. Bloomberg Fellowship at the Wharton School (University of Pennsylvania) which provides financial support for a student from Canada. He was awarded the Outstanding Volunteer Award by the Association of Professional Fundraisers (Toronto) in 2003, and is the 2004 recipient of Who’s Who in Healthcare.
Mr. Bloomberg is a Chartered Financial Analyst. He holds a B. Comm. from Sir George Williams University and an MBA from McGill University, and has been awarded honorary doctorates from Concordia University and the University of Toronto. He was awarded the Order of Ontario in 2010, the Order of Canada in 2011, and is also a recipient of The Queen Elizabeth II Diamond Jubilee Award. In 2012, Mr. Bloomberg was appointed Chancellor of Ryerson University.416.594.9090
Danielle is an experienced capital markets lawyer, risk manager and operations professional focusing her talent at creating a strong, positive operational and compliance culture for BloombergSen that promotes and reinforces best practises and integrity. Danielle’s career began as a lawyer in private practise before shifting to legal, compliance and operational roles with CIBC and UBS Canada between 1997 and 2008. In 2009 Danielle helped launch a Toronto based asset manager overseeing all operations. Danielle joined BloombergSen in 2015. Danielle graduated from law at the University of British Columbia at the top of her class and is called to the bar in both British Columbia and Ontario. Danielle has spoken at numerous industry events as an expert on regulatory compliance and operations in the Canadian alternative investment industry. Danielle is on the board of the Canadian Chapter of 100 Women in Hedge Funds, a global organization of more than 10,000 women who collectively strive to make a difference in both industry and community. She is a past chair of the Managers Only Committee of AIMA Canada.416-594-9090
Brian joined BloombergSen in 2018 and is responsible for leading the firm's client service and business development activities. Brian is an experienced business leader with diverse senior management experience from the finance, investment and wealth management industries. He was most recently the CEO of a registered Exempt Market Dealer and the Managing Partner of BridgePoint Financial Services, Canada's leading litigation finance (alternative lending) company. Prior to BridgePoint, Brian was the Chief Operating Officer of Gluskin Sheff + Associates Inc. and was also a senior member of the firm's Client Wealth Management (client service) team, seeking new clients for the firm and managing client relationships. Prior to Gluskin Sheff, Brian was a Vice President at Canada's leading multi-family office where he was responsible for managing client relationships as well as overseeing the firm's "manager of managers" investment program. Brian began his career in the investment banking industry at CIBC World Markets and National Bank Financial.
Brian received his Masters of Business Administration degree from the Harvard Business School and his Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario. He also holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Brian is currently a board member of the Harvard Business School Club of Toronto and a strategic advisor to Maple Corporation, a leading provider of technology-enabled virtual care medicine.416-594-9090
Caroline joined BloombergSen in 2015. Her responsibilities include client service and business development. On August 2, 2017 Caroline Mulroney announced her intention to seek the nomination of the PC Party of Ontario for the riding of York-Simcoe and as a result she is taking a leave of absence from her role at BloombergSen. Prior to joining BloombergSen, Caroline spearheaded corporate and regulatory matters related to growth opportunities in Canada and the United States for Wellington Financial LP. As a lawyer, she was an associate at Shearman & Sterling and then Associate Director of the NYU Center for Law & Business. Caroline began her career as a financial analyst in the investment banking department of Bear Stearns & Co. Inc. Caroline is a graduate of Harvard College and the NYU School of Law. In addition to her work in the private sector, Caroline is passionate about the charitable organization she co-founded and chairs called the Shoebox Project for Shelters. With local chapters across Canada and the United States, they coordinate and deliver gifts to thousands of women and girls in shelters or facing homelessness. She is also a member of the Board of Directors of the Hospital for SickKids Foundation and is a Governor of the National Theatre School of Canada. She is a former member of the Board of Directors of the Fraser Institute and the Windsor Detroit Bridge Authority, a Crown corporation.416-594-9090