Team

Tracy Weslosky

CEO and Chairman

Tracy Weslosky is the CEO for InvestorIntel Corp. and founder of InvestorIntel.com, a trusted source of online market information for investors in the capital markets, she is an accomplished entrepreneur and corporate finance professional that has worked with over 500+ publicly listed companies around the world since 2001.

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Tracy Weslosky is the CEO & Chairman for InvestorIntel Corp. and founder of InvestorIntel.com, a trusted source of online market information for investors in the capital markets, she is an accomplished entrepreneur and corporate finance professional that has worked with over 1000+ publicly listed companies around the world since 2001 and is the VP of Devon Capital, a registered Exempt Market Dealer providing tailored, custom services to both public and private companies across a variety of sectors.

Formerly a principal founder and President of the London-based REE Stocks Company (2011-2014), which had the only rare earths indices recognized by FTSE, Tracy Weslosky was also the co-owner of Weslosky & Cowans Ltd., a licensed Exempt Market Dealer (2005-2012) focused on the technology and resource industry sectors. This boutique investment banking firm was the basis for a business reality television series called DealFlow, which was distributed in 294 million households including CNBC and WealthTV for several years (2010-2012).

A well-known publicist and radio tracker that was cited in Billboard as “one of the top three” in North America, Tracy Weslosky worked for endless artists from all the major record companies to an endless array of indie recording artists and independent record labels from 1994-2000. Joining an indie label that listed on the CDNX as a Director and VP of Marketing, she then became the VP of marketing for a NYSE listed company in the entertainment business. She has since won a Telly (2012), held several Directorial roles, and has often been a guest speaker and host at a wide range of industry and media events.

Tracy graduated with a B.A. from the University of Tennessee in 1988.

Follow Tracy on Twitter @TracyWeslosky

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Sharron Clayton

VP and Director

Sharron Clayton has been a member of InvestorIntel’s team since 2014. A multi-talented professional with over two decades of experience […]

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Sharron Clayton has been a member of InvestorIntel’s team since 2014. A multi-talented professional with over two decades of experience in start up, early stage, and high growth companies from technology to financial services both the US and Canadian private and public sectors: she has worked on and off with InvestorIntel Founder since the late 90’s. Sharron has a background as an entrepreneur focused on media marketing and investor relations working with companies such as Basis100, Cervus Financial and Golden Predator Mines. Her over zealous philanthropic work has been made possible by the work she has accomplished within these sectors.

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Kevin Cassidy

Director

Since 1995, Mr. Cassidy has served as Managing Member of Logic International Consulting Group, LLC (“Logic”) a consulting firm founded […]

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Since 1995, Mr. Cassidy has served as Managing Member of Logic International Consulting Group, LLC (“Logic”) a consulting firm founded by Mr. Cassidy that specializes in the development of global trading businesses and the creation of the requisite infrastructure, management and support paradigms of said platforms. Previously, Mr. Cassidy was a Founding Partner and Chief Operating Officer of Archeus Capital Management, LLC, a multi-strategy hedge fund that managed in excess of $3.0 billion in assets. Mr. Cassidy was responsible for optimizing the use of the firm’s capital balance, which regularly exceeded $1 billion by deploying an effective treasury and cash management strategy at the firm. Mr. Cassidy previously served as the Chief Operating Officer for Bank Julius Baer (BJB), based in Zurich. BJB at that time was the largest privately held Bank in Switzerland where he was a member of the BJB Management Committee and responsible for organizing and directing the re-branding of the BJB global trading platform, including both new product and business development. In addition, Mr. Cassidy developed the global FX Option Trading Business and Operating Support Paradigm for the bank. Prior to BJB, Mr. Cassidy was Managing Director of UBS, where he was the Global Head of Fixed Income Derivatives Support. He also served as the Global Head of the Bank’s Derivatives Infrastructure, including operations, finance, IT systems and legal. While at UBS, Mr. Cassidy was also President of UBS Securities Swaps Inc., the bank’s U.S.-based derivatives platform and business center. Earlier in his career, Mr. Cassidy was Managing Director of Bear Sterns, where he was credited with the development of multiple new products, including Currency Exchange Warrants and Remarketed Preferred, and was also responsible for the new product planning and development group. Mr. Cassidy began his career at Merrill Lynch, where he rose to the position of Senior Section Manager in charge of New Product Planning and Development. In this position, he was credited with the development of the Remarketed Preferred Product and Trading Platform, and the development of the Short Term Put Securities Product and Global Trading Platform. Mr. Cassidy was appointed a member of our Board of Directors based on his significant experience and contacts in the banking industry.

 

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Mathew Bohlsen

Columnist & Sr Editor

Matthew Bohlsen holds a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning. He has […]

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Matthew Bohlsen holds a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning. He has 30 years of personal investing experience, and 18 years of professional investing experience. As a global investor he uses a macro thematic approach searching for high growth areas. Some trends he currently follows include the rising Asian middle class, electric vehicles and the lithium/cobalt/graphite/nickel/copper/vanadium miners, renewable energy, energy storage (including vanadium), personal robots, the online data boom and autonomous vehicles. He is a Sr Editor and regular columnist for InvestorIntel.

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Jack Lifton

Host & Sr Editor

Jack Lifton is the CEO for Jack Lifton, LLC and is a consultant, author, and lecturer on the market fundamentals […]

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Jack Lifton is the CEO for Jack Lifton, LLC and is a consultant, author, and lecturer on the market fundamentals of technology metals. Technology metals is a term that he coined to describe strategic metals whose electronic properties make our technological society possible. These include the rare earths, the platinum group metals, lithium, graphite and most of the rare metals and materials.

He is on the technical advisory boards of Elcora Resources, and is also the founding co-principal of Technology Metals Research, LLC. His consulting is done through Jack Lifton, LLC, a consultancy he began in 1999 upon his retirement as the CEO of an OEM automotive supply company specializing in process chemistry and metals trading. Jack Lifton, LLC is a member of the Minor Metals Trade Association and Jack is an advisor to the Malaysian Academy of Science in Kuala Lumpur, and he is a member of that Academy’s Rare Earth Task Force. He is a member of numerous professional societies and is a frequent speaker at both professional and industry events on both the markets for technology metals and materials and on the use of new and newly applied technologies to the extraction, refining and fabrication of rare metals and materials.

Jack Lifton is also the Host and Publisher for the Technology Metals section of InvestorIntel.com.

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Peter Clausi

Host and Sr Editor

Mr. Clausi is an experienced investment banker, executive and director. A graduate of Osgoode Hall Law School called to Ontario’s […]

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Mr. Clausi is an experienced investment banker, executive and director. A graduate of Osgoode Hall Law School called to Ontario’s bar in 1990, Mr. Clausi has extensive experience in finance, shareholder rights, proxy battles and corporate growth. Mr. Clausi has been a guest lecturer at three Ontario MBA programs, and was an instructor at the Law Society of Upper Canada’s bar admission course for over 10 years. He makes frequent appearances as a shareholder rights and board governance advocate. He is again the CEO of GTA Resources and Mining Inc.; an independent director and audit committee member of Camrova Resources.; and CEO for CBLT Inc., building an ethical supply chain for cobalt in Canada. He is a regular interview host and a Sr Editor for InvestorIntel.

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Raj Shah

Assistant Publisher & Sr Editor

Raj Shah has professional experience working for over a half a dozen years at financial firms such as Merrill Lynch […]

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Raj Shah has professional experience working for over a half a dozen years at financial firms such as Merrill Lynch and First Allied Securities Inc., before joining InvestorIntel Corp. in 2013 as an analyst, editor and news researcher. With extensive experience in field of Equities, Fixed Income and Derivatives; he is a Six Sigma trained and tested professional. Raj is the Assistant Publisher and Sr Editor for InvestorIntel.

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Ben Feferman

Columnist & Sr Editor

Ben Feferman is an esports analyst and CEO of Amuka Esports.  Since the age of 5, Ben has been an […]

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Ben Feferman is an esports analyst and CEO of Amuka Esports.  Since the age of 5, Ben has been an avid gamer and has fused his passion of esports and investment banking to create a new model in the industry.  Ben holds a B.A in Law from Carleton University and is finishing up his MBA at the University of Fredericton.  Out of the office you’ll find him playing Rocket League, PUBG or chasing after his 4 kids. He is a regular columnist and Sr Editor for InvestorIntel.

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Clint Adam Smyth

Video Editor & Production Manager

Clint graduated from the photographic arts program at the Alberta College of Art & Design in 1992,  Upon graduation he […]

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Clint graduated from the photographic arts program at the Alberta College of Art & Design in 1992,  Upon graduation he received a scholarship to study photography and art history in Florence, Italy. Clint works as a photographer, videographer, director and producer and has worked in many industries, everything from fashion spreads and music videos to corporate and industrial work. He was featured on Fashion TV’s show behind the lens and has worked with such companies as Westin Hotels, Benjamin Moore, The Globe and Mail and many more. Clint currently resides in Toronto, and works with clients both locally and nationally and has been the Video Director & Production Manager for InvestorIntel since 2001. For more info see his website at bigcitystudios.ca

 

 

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David C Janowitz

Art Director

David C Janowitz | Founder and Creative Director at dcjano design, a creative design company located in the New York […]

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David C Janowitz | Founder and Creative Director at dcjano design, a creative design company located in the New York City area. Graduating with honors from the prestigious Pratt Institute in Brooklyn NY has paved the way into the design industry.

Highly adept at visual strategy, layout development, branding, print and new media advertising. Demonstrated success working in collaborative environments and providing leadership to design teams to conceptualize and execute effective marketing collateral. Proven ability to develop projects from concept to final delivery, ensuring that all work is prepared and delivered within budget and time frame.

David is the Art Director and Creative Consultant for InvestorIntel.

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Ron Wortel, MBA., P.Eng.

Sr Editor

Ronald (“Ron”) Wortel, MBA., P.Eng. Is an mining investment professional with extensive in analysis of companies, projects and markets. He […]

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Ronald (“Ron”) Wortel, MBA., P.Eng. Is an mining investment professional with extensive in analysis of companies, projects and markets. He worked as both an sell side equity analyst and a buy side fund manager. His career primarily focused on the junior exploration side of the business through research and then funding programs predominately in Canada. Ron currently provides clients with project analysis, selection and technical consulting. He is a regular columnist and Sr Editor for InvestorIntel.

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