Will Richards founded Financial Research Solutions in 2006 to help boutique research firms meet their business development goals. In addition to over two decades of experience in sales and marketing, Will has extensive experience in selling independent financial research to institutional buy-side clients in the US, Europe, and Asia. From 2000 to 2004, Will was a key member of the team at BCA Research that developed a systematic sales process for opening new accounts and managing relationships with institutional buy-side clients. Will holds a Bachelor of Arts from McGill University.
Business Development Manager
Sarah Zeidel is FRS’s business development manager. Since joining the firm in 2008, she has closed research deals including subscriptions and voting accounts totalling well over seven figures in revenues. Sarah’s experience gives her an acute understanding of how to position research to make it attractive to money managers. With a team of sales and client service reps reporting directly to her, Sarah is responsible for new sales, renewals, marketing, website development and branding. Sarah received a Bachelor of Commerce in Marketing from Concordia University.
Loann Vu joined Financial Research Solutions in 2012. During her time at FRS, Loann has fostered relationships with portfolio managers and analysts in the world’s largest financial institutions, including private banks, mutual fund companies, pension funds, and hedge funds. A natural prospector and relationship builder, she has used face-to-face meetings, presentations, and teleconferences to close dozens of client accounts across North America and Europe. Previously, Loann worked in the banking sector. Loann holds a Bachelor of Commerce in International Business from Concordia University.
Client Service Manager
Malena Dimitrova joined the Financial Research Solutions team in 2012. A specialist in client services and marketing, Malena is responsible for a book of business valued at over seven figures. Her systematic approach to ensuring that the needs of buy-side clients are met has proven to boost the renewal and retention rates of research firms. Malena is also responsible for developing key voting accounts and has increased the size of accounts with some of the world’s largest mutual fund companies. Malena has a Bachelor of Science in Cell and Molecular Biology from the Université de Montréal.
Allan Szeto joined Financial Research Solutions in 2014 as a sales associate and is responsible for new sales development across North America and Europe. Allan uses his tenacity, professional demeanor and sector knowledge to close research deals on behalf of the research provider that he represents. Previously, Allan worked as a sales representative in New York City. He has a Bachelor of Arts in Psychology from the University of Saskatchewan.
Client Service Associate
Melody Gateretse joined Financial Research Solutions in 2014. Melody is primarily responsible for client services and renewals for over a hundred existing buy-side accounts. She also assists with FRS’s email marketing platform and our online CRM used to manage the relationships between the institutional buy-side clients and the research firms. Before joining FRS in 2014, Melody worked in the legal sector. Melody has a Bachelor of Arts in Economics from McGill University.
Angela Burlton, CA
Angela Burlton has been a senior advisor at Financial Research Solutions since 2007. Angela is a successful entrepreneur with over 20 years of experience in initiating, developing, and building new businesses. In addition to formal training as a chartered accountant, she has expertise in both the top level vision of strategic planning and the day-to-day details of accounting and cash-flow management. Angela is currently an adjunct professor at the McGill University’s Dobson Centre for Entrepreneurship where she teaches at the BCom, MBA, and Executive Institute levels.
Donald T. Walcot
Bringing over four decades of experience in the financial sector, Donald T. Walcot has been a senior advisor to FRS since the firm’s inception. During his career, Donald has held the titles of analyst, portfolio manager, and chief investment officer for some of North America’s largest institutional buy-side money managers, including Royal Trust, Ontario Hydro, Sun Life, and Bimcor (Bell Canada). He is currently a board member of numerous pension investment committees, including McGill University and Ontario’s Workplace Safety and Insurance Board. Donald also acts as advisory board member to Toronto-based mutual fund company Aim Trimark.
Anthony J. Zitzmann
Anthony J. Zitzmann has served on the FRS advisory board since the firm’s inception. Anthony has over 20 years of experience in the financial sector, participating in the mutual fund and hedge fund segments. He also brings advisory and ownership experience in the gaming, tech, real estate, and construction sectors. A sales and business development specialist, Anthony has successfully negotiated and brokered important institutional contracts throughout his career.