Bryce L. Williams, CA, CFA
Managing Director, Institutional Sales
bwilliams@petersco.com
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Education
B.Comm. With Distinction, University of Calgary, 1995; Chartered Accountant, 1998; Chartered Financial Analyst, 2001.
Experience
In the investment business since 2000. Formerly Vice President, Ross Smith Energy Group. Prior thereto, a Research Associate with Peters & Co. Limited following five years with a major international accounting firm.
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Menal Patel, CA, CBV
Managing Director, Institutional Sales*
mpatel@petersco.com
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Education
B.Comm., University of Calgary, 1995 (with distinction); Chartered Accountant, 1998, Chartered Business Valuator, 2000.
Experience
In the investment business since 2000 and joined Peters & Co. Limited in May 2012. Formerly Director & Head of Energy Research with National Bank Financial, which he joined in 2000. Was ranked first in the 2009 and 2010 Brendan Wood International surveys of institutional investors plus achieved a top two ranking in the 2008 and 2009 StarMine awards for stock picking in the oil and gas royalty trust sector.
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Arthur Grayfer, CFA
Principal
agrayfer@petersco.com
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Education
B.Sc., Mathematics, 2001; CFA, 2009.
Experience
In the investment business since 2005 and joined Peters & Co. Limited in February 2018. Formerly Executive Director with CIBC World Markets covering small and large cap E&Ps, which he joined in 2010.
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Brad Marcotte
Principal
bmarcotte@petersco.com
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Education
Bachelor of Business Administration, Acadia University 2007.
Experience
In the investment business since 2007 and joined Peters & Co. Limited in November 2015. Formerly Director at Amber Capital in New York and previously worked at UBS Securities as an equity research associate.
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Clark Andrews
Institutional Sales
candrews@petersco.com
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Education
B.Comm., University of Calgary, 2011.
Experience
In the energy/investment business since 2011 and joined Peters & Co. Limited in November 2018. Formerly worked on the crude oil/NGL’s trading and risk desk at Keyera and previously worked at Dundee Capital Markets as an equity research associate.
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