Portfolio Managers
Our portfolio management team is comprised of seasoned investment management professionals who possess extensive experience, knowledge, and expertise.
Charles Marleau, CIM®
Chief Investment Officer
Charles is the co-founder and President of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.
Wakeham Pilot
Portfolio Manager
Wakeham joined Palos in 2015 and brought with him a wealth of experience that is the foundation for our growth investment strategy.
William Mitchell, CIM®
Portfolio Manager
Bill has over 30 years of experience in securities analysis, trading in financial markets and managing portfolios. He holds the designation of Chartered Investment Manager (CIM®) and is a portfolio manager for the Palos-Mitchell Alpha Fund.
Robert Mendel, CIM®
Portfolio Manager
Robert has more than 25 years of experience in portfolio management and serves as our resident expert in options-based strategies. He holds the designation of Chartered Investment Manager (CIM®).
Robert Barnes, CIM®
Portfolio Manager
Robert has over 30 years’ experience in securities analysis, portfolio construction, tactical trading and risk management. His career began on the Montreal Exchange in 1987 where he honed his skills as a proprietary trader for large Canadian financial institutions. Rob holds the designation of Chartered Investment Manager CIM®.
