STYLUS Asset Management
Our goal is to point you in the right direction and successfully guide you along your investment journey. We work with our clients to fully understand their individual needs to help them achieve their objectives. Our greatest asset is our people and the partnerships we have with each of our investors. As a boutique firm that services clients investing a minimum of $500,000, we are able to provide a level of performance and personalized service that far exceeds their expectations. Our clients stay loyal to our firm because we have created a platform of open communication, transparency of information, continuous education, and commitment from our whole team. All the things people promise but rarely deliver.
Richard (Rick) J.
President and Chief Investment Officer Read Bio
Richard (Rick) J. Przybylski
President and Chief Investment Officer
Rick is the founder, President and Chief Investment Officer of STYLUS, responsible for investment decision making and strategic oversight of all the STYLUS funds as well as client service and marketing. He has over 40 years of investment experience. Rick pioneered the practice of quantitative investment when he founded C.P.M.S. Computerized Portfolio Management Services Inc. (CPMS) in 1984 and built it into the leading provider of quantitative investment research in Canada.
Contact Richard (Rick) J. Przybylski at
416.847.5900 ext 1
Vice President & Senior Portfolio Manager Read Bio
Matteo VerrilliMBA, CFA
Vice President & Senior Portfolio Manager
Matteo has 26 years of investment experience and is responsible for co-managing all of the STYLUS funds. Prior to joining STYLUS, Matteo was a Senior Vice President at CPMS responsible for leading the Client Services team that assisted institutional investors and advisors in the development and implementation of quantitative investment strategies. He also headed up the Investment Committee at CPMS and managed the Canadian Momentum Fund. Matteo has an MBA from the University of Windsor and has been a CFA charterholder since 1994.
Contact Matteo Verrilli at
416.847.5900 ext 3
Chief Financial & Operating Officer, Chief Compliance Officer Read Bio
Julianna Varpalotai-XavierCPA, CA, MBA
Chief Financial & Operating Officer, Chief Compliance Officer
Julianna has more than 15 years of senior management experience in the investment industry. Prior to joining STYLUS, Julianna was Chief Financial Officer for Covington Capital Corporation and Chief Operating Officer for the University of Toronto Asset Management Corp. where she was instrumental in building the operations from its inception. Previously Julianna also held positions with CIBC World Markets, Manulife Financial, Prudential Insurance Co. of America and Deloitte & Touche. Julianna has an MBA from the University of Cambridge.
Contact Julianna Varpalotai-Xavier at
416.847.5900 ext 7
Vice President of Client Service & Sales Read Bio
Vice President of Client Service & Sales
Brennan has 15 years of investment experience and is responsible for managing client relationships as well as developing new business for STYLUS. Prior to joining STYLUS, Brennan was the Senior Vice President of Business Development at Twenty-First Century Investments, responsible for marketing investment funds to institutional clients. From 2001 to 2006, Brennan worked as a Client Service representative at CPMS, as well as an analyst on two CPMS funds. Brennan has been a CFA charterholder since 2005.
Contact Brennan Carson at
416.847.5900 ext 6
Portfolio Manager Read Bio
Mario JelicMBA, CFA
Prior to joining STYLUS, Mario helped manage a U.S. equity fund at one of Canada's largest fund management companies. Mario has a B.Sc. (Engineering) and an MBA from Queen's University, the Chartered Financial Analyst designation and 20 years of experience in financial analysis and investment management.
Contact Mario Jelic at
416.847.5900 ext 2
Senior Accountant Read Bio
Izabella is responsible for the day-to-day accounting operations of the STYLUS funds. Prior to STYLUS, Izabella was responsible for accounting and administrative functions at CPMS. After leaving Bank Handlowy in Poland, now a division of Citibank, and moving to Canada, Izabella spent over 20 years as an accountant. She holds a Master of Economics degree from the Warsaw School of Economics.
Contact Izabella Policht at
416.847.5900 ext 5
Vice President Client Service & Sales Read Bio
Vice President Client Service & Sales
Michael has close to 20 years experience in the financial services industry and is responsible for managing client relationships as well as developing new business for STYLUS. Michael previously worked for one of Canada's largest mutual fund companies as well as boutique investment firms where he serviced high net worth clients. Michael holds a Chartered Investment Manager (CIM®) designation.
Contact Michael Lippi at
416.847.5900 ext 219
Portfolio Manager Read Bio
Jordan LuckockM.Sc., CFA
Jordan has over 13 years of investment experience managing funds for retail, institutional, and high net worth clients. Jordan is a Chartered Financial Analyst (CFA) charterholder and holds a M.Sc. in Finance from Queens University and a BA (Hons) from the University of Western Ontario.
Contact Jordan Luckock at
416.847.5900 ext 9
Manager of Client Communication & Marketing Read Bio
Manager of Client Communication & Marketing
Fiona is part of the client service, communication and relationship management team at STYLUS. Prior to joining STYLUS, Fiona was responsible for managing shareholder communications for some of Canada's largest venture capital firms. Fiona has almost 20 years of experience in investor relations, marketing and communications in the financial services sector.
Contact Fiona Robertson at
416.847.5900 ext 8
Director Read Bio
Marni J. PrzybylskiCPA, CA
Marni acts as a strategic advisor in monitoring the firm's direction, compliance, and reporting requirements. Marni co-founded CPMS in 1984, initially serving as the Head of Research and overseeing a team of accounting professionals involved in maintaining a financial database of Canadian public companies. She began her career in 1978 with a predecessor firm to KPMG LLP, specializing in real estate and financial services. She holds a B. Math degree from the University of Waterloo.
Contact Marni J. Przybylski at
Accountant Read Bio
Ewa is responsible for assisting in the day-to-day operations of the STYLUS funds. Ewa has over 15 years of experience in the financial industry. Prior to STYLUS Ewa was responsible for fund accounting at Citi Group. She holds an Actuarial Science Degree from the University of Toronto.
Contact Ewa Kosinska at
416.847.5900 ext 218
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Understanding your investments is crucial to ensuring you are on the right track to meeting your goals. STYLUS takes an active role in educating and communicating with our clients about their investments and the markets as a whole. Please take some time to read some examples of our perspectives on investment and financial planning, retirement strategies, and our funds.
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