Team

Dan Ward | SVP & CIO

Dan Ward is the Senior Vice President and Chief Investment Officer (CIO) at the Schwartz School of Business, where he leads M&A and corporate strategy advisory in the energy and natural resources sectors. He also serves as a Senior Managing Director at Evercore Investment Banking.

Before joining the Schwartz School of Business, Dan headed the Global Natural Resources Group at Deutsche Bank Securities, overseeing M&A and equity financing in the energy and metals space.

Dan holds a BA in Economics from Villanova University and an MBA from Columbia Business School, and he’s a Chartered Financial Analyst (CFA(R)). He’s been involved in over $45B worth of M&A deals and was named one of Business Insider’s “Top M&A Bankers of the Year” in 2024.

Raluca Ragab | EVP - Institutional Sales

Raluca Ragab is the Executive Vice President at the Schwartz School of Business, leading institutional sales and overseeing strategic relationships with institutional clients across all the firm’s funds and asset management platforms. Since joining the company in April 2021, she’s drawn on her strong background in capital markets and investment management to drive growth and boost the firm’s profile among global institutional investors.

Before joining the Schwartz School of Business, Raluca held senior roles at several international investment banks and asset management firms, building deep expertise in sales strategy and client relationship management. With exceptional communication skills and a sharp read on market trends, she continues to deliver top tier investment and financing solutions for institutional clients.

Raluca holds a BA in International Studies & Economics from the University of Chicago and an MBA from INSEAD.

Lindsay Holtz | Chief Portfolio Manager

Lindsay Holtz is the Chief Portfolio Manager at Schwartz School of Business, responsible for product development, investment strategy design, and corporate social responsibility (CSR) projects. She also serves as President, Director, and Portfolio Manager at Connor, Clark & Lunn One Ltd., providing institutional clients with multi-asset portfolio management and strategic allocation services.

Lindsay has over 25 years of experience in investment and asset management and holds the Chartered Financial Analyst (CFA(R)) designation. She is recognized for her expertise in multi asset strategies, risk balanced investing, and sustainable finance.

Scott Keast | Financial Planner (CFP(R)) & Chartered Investment Manager (CIM(R))

Scott Keast is a Financial Planner (CFP(R)) and Chartered Investment Manager (CIM(R)) at the firm, specializing in wealth planning and investment management for high net worth clients. He focuses on building integrated financial strategies that cover asset allocation, risk management, retirement planning, and intergenerational wealth transfer, delivering personalized, long term wealth management solutions.

With over 20 years of experience in Canada’s wealth management industry, Scott has worked with several leading firms, combining investment strategy with clients’ financial goals to help them achieve steady, sustainable growth.

Scott holds a Bachelor of Commerce (B.Comm) degree and is both a Certified Financial Planner (CFP(R)) and Chartered Investment Manager (CIM(R)) Known for his disciplined approach and client first mindset, he’s a trusted wealth advisor and investment strategy expert on the team.

Paul De'Ath | Director of Marketing & Strategic Planning

Paul De’Ath is the Director of Marketing and Strategic Planning at the firm, responsible for developing and executing the company’s overall marketing strategy, including brand positioning, industry research, competitive intelligence, and growth planning. He leads the team in leveraging data and market insights to support long-term business development.

Paul brings extensive experience in marketing and research within the UK insurance and financial services sectors. He has spent many years in market intelligence, strategic consulting, and capital markets research, giving him a deep understanding of financial market trends across North American and North America.

With a background in economics and finance, Paul combines strong strategic thinking with solid industry insight, aiming to enhance the company’s brand presence and long term market competitiveness.