Fund Inception | 01/03/1994 |
Name of Issuer | North Square |
Fund Advisor(s) | North Square Investments, LLC |
Sub-Advisor(s) | NSI Retail Advisors, LLC |
Fund Managers for ORIGX
Brad Thompson
Portfolio Manager since 01/11/2022
Experience
Prior to joining the Sub-Adviser in 2020, Mr. Thompson served as Chief Investment Officer of Stadion Money Management, LLC and had been a Portfolio Manager and an officer of Stadion Money Management, LLC (and its predecessor), serving in a supervisory role for portfolio management operations since 2006 where he also served as head of the Investment Committee and provided oversight to the Best Execution committee Before joining Stadion Mr. Thompson spent 8 years serving as the Chief Investment Officer for Global Capital Advisors, LLC, a hedge fund management firm and SBIC advisor.
EDUCATION
He has a Bachelor of Business Administration Degree in Finance from the University of Georgia and holds the Chartered Financial Analyst designation. Mr. Thompson is a member of the CFA Institute and the Bermuda Society of Financial Analysts and holds the Chartered Retirement Plan Specialist Designation.
PERSONAL
Brad and his wife, Cherie enjoy spending time with their grandchildren. They have two adult children and live in Athens, GA. Outside the office Brad is enjoys working out, playing golf, and taking his dog for a run. Brad has served on the Boards of the American Cancer Society, The NE GA Cancer Foundation, as well as the Terry College of Business Student Investment Fund at the University of Georgia. Brad also likes to volunteer his time coaching youth.
Clayton Wilkin
Portfolio Manager since 03/01/2022
Experience
Prior to joining C.S. McKee in 2021, Mr. Wilkin worked 9 years at Stadion Money Management, LLC. He began his career as a Portfolio Management Analyst before becoming a Portfolio Manager in 2019. He was the Portfolio Manager on three mutual funds, which totaled about $700 million, before the three mutual funds were acquired by North Square Investments, LLC. in 2021.
EDUCATION
Mr. Wilkin holds the Chartered Financial Analyst designation and graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance.
PERSONAL
Clayton and his wife, Nicole, live in Atlanta with their dog, Kirby. Nicole and Clayton thoroughly enjoy travelling, especially if it is to a beach to relax or a mountain to ski. They both enjoy hanging out with family and friends, taking Kirby on walks, and cheering on the Dawgs on Saturdays in the Fall.
David Appleby
Portfolio Manager since 03/01/2022
Experience
Prior to joining C.S. McKee in 2022, Mr. Appleby held a senior risk management position at North Square Investments where he was responsible for the ongoing review of North Square investment strategies and assessment of potential partnerships with new advisors. He began his career in 2006 at Oak Ridge Investments, a Chicago based growth equity investment advisor, performing multiple roles over the years but more recently assisting the investment team with market risk management and portfolio construction.
EDUCATION
He has a Masters of Science Degree in Finance from the Illinois Institute of Technology and a Bachelor of Arts Degree in Economics from the University of Georgia. Mr. Appleby also holds the FRM® (Financial Risk Manager) Certified by the Global Association of Risk Professionals.
PERSONAL
David lives in the Barrington area north of Chicago with his two sons and two dogs. David enjoys spending time outdoors with his family and staying active through training in martial arts.