Joe Rooney – Director
Joe Rooney joined Ewing Morris & Co. Investment Partners as a Partner in September 2019. His focus is on Business Development and Client Relationship Management. Joe spent the last few years as the Chief Financial Officer of a machine-learning software company. Prior to this, from 2006 to 2016, he worked at Burgundy Asset Management. During his ten years at Burgundy he held a variety of progressively senior roles. In 2013, he joined Burgundy’s management team as Head of the Private Client Group and later became Head of the U.S. Client Group where he had the opportunity to work with, and advise, some of North America’s leading endowments, foundations and family offices.
Joe graduated from Wilfrid Laurier University with a Bachelor of Arts degree (Economics) in 2002 and received his Master of Finance from the Rotman School of Management in 2010. He was awarded the Chartered Financial Analyst designation in 2005. Additionally, Joe completed the Investment Management Workshop at Harvard Business School, the Artificial Intelligence: Implications for Business Strategy Executive Program at MIT Sloan School of Management and the Value Investing Course at the Columbia Business School.
Joe is a member of the Board of Governors of Wilfrid Laurier University, and a member of the President’s Council for the St. Michael’s Foundation. He is also a member of the CFA Institute and the Toronto CFA Society.