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
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
Vice-President, Client Services Read Bio
Vice-President, Client Services
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
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
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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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