Performance Group Of Funds Team

Management Team

Rocco A. Marcello – CEO and Chairman

  • Over 50 years experience in the investment industry
  • Portfolio Manager since 1987 (discretionary asset management for pension funds, institutions and high net worth individuals)
  • Former Vice-Chairman of the Board of Governors of the TSX and former member of the Board of Governors of the Investment Dealers Association of Canada (IDA)
  • Responsibilities include the supervision of the various advisors to Performance Group, the coordination of the due diligence of the underlying investment managers and strategies

Sharon E. Grosman, C.A.

  • Partner in SGGG LLP since 1992
  • Founder, President and CEO of SGGG Fund Services Inc., Canada’s largest hedge fund/alternative strategies fund valuation practice and SGGG Fund Services (Cayman) Inc
  • Practice principally focused on advising hedge funds on business, regulatory and accounting matters
  • Responsibilities include the identification of new investment managers and the due diligence of underlying investment managers and strategies

Richard E. Glatt B. COMM, C.A.

  • Partner in SGGG LLP since 1986
  • Co-Founder of SGGG Fund Services Inc., Canada’s largest hedge fund/alternative strategies fund valuation practice and SGGG Fund Services (Cayman) Inc
  • Practice principally focused on advising corporate clients on business, tax and organizational matters
  • Responsibilities include the identification of new investment managers and the due diligence of underlying investment managers and strategies

John P. Cundari MBA, LLB - President

  • Securities Law and Investment Banking
  • Founder and President of Access Capital Management Inc., a firm focused on advising institutions and high net worth individuals on hedge fund investments
  • Responsibilities include regulatory and legal matters and the due diligence of underlying investment managers and strategies

Stephen L. Kozik, BA - Vice President, Marketing

  • Founded a 100+ person Marketing company that was eventually acquired by a U.S. Firm
  • Former Investment Advisor at an Independent Canadian Brokerage Firm
  • Completed several courses through the Canadian Securities Institute including the Canadian Securities Course (CSC), Conduct and Practices (CPH) and has earned the designation of Certified Hedge Fund Specialist (CHFS)
  • Responsibilities include Institutional Sales and Client Relations

Michael M. Marcello, BA - Vice President, Sales

  • Former Investment Advisor, Senior Vice President, and Member of the Board of Directors of an independent Canadian brokerage firm
  • Completed several courses through the Canadian Securities Institute including the Canadian Securities Course (CSC), Partners, Directors and Officers (PDO), Trader Training (TTC), Conduct and Practices (CPH) and Professional Financial Planning (PFP)
  • Responsibilities include Institutional Sales and Client Relations

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