Mr. Toner is responsible for the overall investment and risk output at Verus, for both discretionary and non-discretionary clients. Mr. Toner is responsible for the final determination of the firm’s overall investment positioning. He is also a member of the Verus management committee, investment and investment management committees, and is a shareholder of the firm.
He joined Verus in 2013 from Russell Investments, where he was most recently Director, Capital Markets Research, with responsibility for research and marketing across the trading floor businesses of Russell globally. Before Russell Investments he was an executive director at UBS Investment Bank in London, and a vice president at both Schroder Salomon Smith Barney and InterSec Research Corp. Earlier in his career he worked on the sell-side of the institutional markets in London, covering European equity markets.
Mr. Toner has a degree in Law from the University of Oxford in the United Kingdom and is a CFA charterholder (Chartered Financial Analyst). He is a regular author and speaker on a range of investment topics. He is a member of the Audit / Finance Committee of The Medina Foundation in Seattle. He is also a member of the CFA Institute and the CFA Society of Seattle. He is a former board member at the Seattle Metropolitan Chamber of Commerce, where he co-chaired the finance & audit committee. Mr. Toner was formerly a trustee of the Charles Wright Academy and former chair of the endowment committee. He has been happily married to his wife, Heather, for nearly 30 years, and is the proud father of two children.
Mr. Toner was recently interviewed by The Journal of Portfolio Management – “CIO Perspectives.” Read the interview here: https://eprints.pm-research.com/17511/122515/index.html?28808
