Adriana Arrillaga, CFA, FCSI

CEO & Portfolio Manager

Adriana is a seasoned professional with over 25 years of experience in the investment management industry. With 15 years as a Portfolio Manager, she has successfully handled institutional mandates for pension funds. Adriana has worked with top Canadian investment firms and asset managers, serving pension funds, ultra-high net worth families, and individual investors. As a CFA Charter-holder and a Fellow of the Canadian Securities Institute, she upholds the highest standards in her field. Adriana is also actively involved in promoting women's financial education and has established a scholarship to encourage female students to pursue their CFA designation.

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Adam Mahrouse, BComm, Finance
Investment Analyst
Adam Mahrouse joined One Summit Capital in September 2024 as Investment Analyst after completing two co-op internships with the firm. Adam has experience in both asset management and private equity firms.

Sherry Bagheri,

Associate Investment Analyst

Sherry Bagheri, MBA Candidate and passed CFA Level 2.

Sherry joined One Summit Capital in September 2024 as an Associate Investment Analyst. Sherry previously worked with a foreign asset manager for five years. 

Erika Toth, CFA

Investment Committee-Advisory-ETFs

Erika Toth, CFA, is a Director at BMO ETFs and an alumni of Concordia University. With expertise in ETFs, equities, indexing, derivatives, and fixed income, Erika plays a crucial role in expanding BMO's Exchange Traded Fund business in Eastern Canada. She builds external partnerships with institutions, investment counsellors, and portfolio managers, providing direction, planning, and sales support for the ETF and mutual fund product line-up. Erika excels at simplifying complex financial concepts and effectively communicates with investors to ensure their understanding and satisfaction.