Overbay Capital Partners

Andrew Chen, CPA

Controller

Andrew Chen is the Controller at Overbay Capital Partners. Prior to Overbay, Andrew was a fund accountant with Citco (Canada) Inc. Andrew holds an Honours Business Administration degree (with Distinction) from the Richard Ivey School of Business at Western University, and is a holder of the CPA designation.

Andrew Chen, CPA

Controller

Calvin Marks

Director

Calvin Marks is a Director at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Calvin handled corporate development at ION Investment Group, a portfolio company of TA Associates, where he focused on corporate strategy, restructuring, and M&A for growth-stage lower mid-market financial technology firms. Calvin holds a Bachelor of Arts degree from the University of Toronto.

Calvin Marks

Director

Dan Brintnell

Managing Director

Dan Brintnell is a Managing Director at Overbay Capital Partners and is responsible for managing investor relationships. Dan has over 25 years of experience in the wealth management and financial services sectors. Prior to Overbay, Dan held senior management positions at Merrill Lynch, Cygnus Investment Partners, and DundeeWealth. Dan holds an Honours Business Administration degree from the University of Waterloo.

Dan Brintnell

Managing Director

Edward Younger

Vice President

Edward Younger is a Vice President at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Edward was a Senior Manager at CIBC where he focused on direct lending to mid-market companies, and held a similar role with the Business Development Bank of Canada. Edward holds a Bachelor of Business Management degree from Dalhousie University.

Edward Younger

Vice President

Jeffrey Watson, CFA

Director

Jeffrey Watson is a Director at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Jeffrey was a senior member of the investment team at a $3Bn asset manager where he led investments in alternative strategies such as private equity, private credit, real assets and hedge funds. Prior to that Jeffrey spent ten years in direct private equity acquiring and divesting companies in a variety of sectors. Jeffrey holds a Bachelor of Arts degree from McGill University, a Master of Finance from the Smith School of Business at Queen’s University, and is a CFA Charterholder.

Jeffrey Watson, CFA

Director

Max Weichel

Associate

Max Weichel is an Associate at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Max was a private equity analyst with Rhyno Equity Group. Max holds a Master of Finance & a Graduate Diploma in Business from the Smith School of Business at Queen's University.

Max Weichel

Associate

Monique Kahnert

Associate

Monique Kahnert is an Associate at Overbay Capital Partners, where she is focused on investor relationships. Monique brings more than 10 years of experience in client relations and marketing communications in both the private and public sector. Prior to Overbay, Monique held client focused roles at Toronto Finance International, Meltwater and Raymond James Ltd. Monique holds a Bachelor of Arts degree in Communications from Wilfrid Laurier University and a post-graduate certificate in Marketing Management from Humber College.

Monique Kahnert

Associate

Neil Andrew, CFA

Managing Director

Neil Andrew is a Managing Director at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Neil was a senior member of Setter Capital, where he acted as an advisor on private equity secondaries for financial institutions globally. Neil was also a portfolio manager and partner of a long-short equity hedge fund, Sevenoaks Capital. Neil holds an Honours Bachelor of Commerce from the Smith School of Business at Queen's University and is a CFA Charterholder.

Neil Andrew, CFA

Managing Director

Robert McGrath

Managing Director

Robert McGrath is the founder and Managing Director of Overbay Capital Partners. Prior to founding Overbay, Robert was an advisor to institutions on secondary investments in private equity and real estate funds at Setter Capital and PTM Capital. At Setter and PTM, Robert completed over $20 billion in successful secondary transactions across more than 700 transactions. Robert holds a Bachelor of Arts degree from Queen's University and a Master of Science degree in Accounting & Finance from the London School of Economics.

Robert McGrath

Managing Director

Victor Yun

Associate

Victor Yun is an Associate at Overbay Capital Partners and is a member of the investment team. Prior to Overbay, Victor was an investment banking analyst with Trimaven Capital Advisors and focused on alternative investments. Victor holds an Honours Business Administration degree (with Distinction) from the Richard Ivey School of Business at Western University.

Victor Yun

Associate