Team

R. Duncan Adams
Duncan Adams

Principal

Duncan Adams joined TriWest in 2013 and is a Principal in the investment group. Prior to joining TriWest, Duncan worked as an Investment Banking Analyst at Canaccord Genuity. He was a generalist within the M&A, restructuring, and corporate finance group and was responsible for performing...

Jeff Belford
Jeff Belford

Senior Managing Director

Jeff Belford joined TriWest at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc., a former TriWest portfolio company. Jeff contributes both financial and operations expertise to the TriWest team, having gained significant experience prior to joining TriWest. Jeff was...

Brett Butler
Brett Butler

Vice President

Brett Butler joined TriWest in 2017 and is a Vice President in the investment group. Prior to joining TriWest, Brett worked as an Investment Banking Analyst with CIBC’s Global Investment Banking group in Calgary, where he focused on public equity and debt offerings and executed...

Dave Connolly
Dave Connolly

Managing Director

Dave Connolly joined TriWest in 2011 and is a Managing Director in the investment group. Prior to joining TriWest, Dave worked at Blackmont Capital in the Investment Banking Group in Toronto, where he was involved in M&A advisory assignments and equity financings in a variety...

Chad Danard
Chad Danard

Senior Managing Director

Chad Danard joined TriWest in 2005. Prior to joining TriWest, Chad worked at Morgan Stanley in the Global Energy and Utility Group in New York and in the Canada Group in Toronto. While at Morgan Stanley, Chad was involved in a variety of M&A-related strategic...

Dino Deluca
Dino DeLuca

Chief Operating Officer

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest including finance, investor reporting and relations, governance functions, and...

Jaclyn Height Falkenberg

Senior Executive Assistant

Jaclyn Height Falkenberg joined TriWest in October 2012 and is Senior Executive Assistant to Jeff Belford, Norm Rokosh, Chad Danard, Ryan Giles, Duncan Adams, and Brenda Weiss.  Prior to joining TriWest, she provided senior administrative and financial support for a charity in Calgary and managed...

Katlyn Fix

Assistant Controller

Katlyn Fix joined TriWest in 2014 and is an Assistant Controller in the finance group. Prior to joining TriWest, Katlyn worked as an accountant with MNP LLP where she provided assurance and tax services. Katlyn obtained her Charted Accountant (CA) designation in 2014 and has...

Ryan Giles
Ryan Giles

Senior Managing Director

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was actively involved in evaluating and conducting due diligence for new investment opportunities for Onex Partners Fund I. Previously, Ryan worked in the Canada Group of...

Ron Jackson
Ron Jackson

Co-Founder

Ron Jackson co-founded TriWest in 1998, bringing with him over 25 years of experience in senior management with Burns Foods. He served as President of Burns Foods for the 10 years prior to founding TriWest, during which period the company expanded to generate over $1...

Lorne Jacobson

Vice Chairman & Co-Founder

Lorne Jacobson co-founded TriWest in 1998 and, as Vice Chairman, contributes a wealth of knowledge in the areas of corporate development and law. From 1994 to 1998 he served as Vice President, Corporate Development and General Counsel of Burns Foods Limited. He was responsible for...

Nikki Jeffrey

Senior Executive Assistant

Nikki Jeffrey joined TriWest in April 2012 and is the Senior Executive Assistant to Mick MacBean, Lorne Jacobson, and Ron Jackson. Nikki brings over 20 years of executive support experience, administration, and office and project management from the finance and investment industry and has worked...

Mick Macbean
Mick MacBean

Senior Managing Director

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance, and financial experience to the TriWest team. Prior to joining TriWest, Mick was founder and CEO of Diamond Energy Services, a Western Canadian-based energy services firm. Mick...

Logan Miller
Logan Miller

Senior Associate

Logan Miller joined TriWest in 2018 and is a Senior Associate in the investment group. Prior to joining TriWest, Logan worked as an Investment Banking Analyst in BMO Capital Markets’ Global Energy Group, where he was involved in various debt and equity financings and M&A...

Allie Moran
Allie Moran

Associate

Allie Moran joined TriWest in 2020 and is an Associate in the investment group. Prior to joining TriWest, Allie worked as an Investment Banking Associate within TD Securities’ Global Energy group in Calgary, where she was involved in various M&A advisory mandates and equity and...

Julia Podgornov

Accountant

Julia Podgornov joined TriWest in August 2019 as an Accountant in the Finance group. She has a degree in accounting from Moscow, Russia. Prior to joining TriWest, Julia had been with a Calgary based management company that worked across several different industries, including oil and...

Norm Rokosh
Norm Rokosh

Senior Managing Director

Norm Rokosh joined TriWest in 2010 as a Senior Managing Director and brings strong operations and governance experience to the TriWest team. Prior to joining TriWest, Norm was President / CEO of a number of publicly-traded industrial and service companies with operations in Western Canada...

Jon Spencer
Jon Spencer

Managing Director

Jon Spencer joined TriWest in 2007 and is a Managing Director in the investment group. Prior to joining TriWest, Jon worked at RBC Capital Markets in the Global Energy Group where he was involved in a number of public equity offerings and mergers and acquisition...

Hasib Wahidi

IT Consultant

Prior to joining TriWest in July 2016 as an in-house IT Consultant, Hasib played a key role in supporting TriWest’s IT Infrastructure through another tech firm based in Calgary. Hasib now operates his own consulting business and is responsible for all of TriWest’s IT Strategy....

John Watkins

Vice President, Finance

John Watkins joined TriWest in 2011 and is a Director in the finance group. Prior to joining TriWest, John was a Manager at MNP LLP where he provided assurance, tax, and advisory services. John received a Bachelor of Commerce degree from the University of Alberta...

Katie Webber

Executive Asistant

Katie Webber joined TriWest in April 2019 as Executive Assistant to Dino DeLuca, Dave Connolly, and Jon Spencer. Prior to joining TriWest, Katie has had experience in several industries, including IT, oil and gas, and commercial real estate. Katie has over 15 years of office...

Brenda Weiss

Senior Vice President, Finance

Brenda Weiss joined TriWest in 2003 and is a Senior Vice President in the finance group. Prior to joining TriWest, Brenda was a Senior Manager with KPMG, where she provided assurance and business advisory services to a wide array of entrepreneurial clients and professional services...

Yang You

Associate

Yang You joined TriWest in February 2021 as an Associate in the investment group. Prior to joining TriWest, Yang worked at a TriWest portfolio company (International Fitness Holdings) where he supported senior management on various strategic and operational improvement initiatives. Before that, he was an...

Ron Jackson
Ron Jackson

Co-Founder

Ron Jackson co-founded TriWest in 1998, bringing with him over 25 years of experience in senior management with Burns Foods. He served as President of Burns Foods for the 10 years prior to founding TriWest, during which period the company expanded to generate over $1...

Lorne Jacobson

Vice Chairman & Co-Founder

Lorne Jacobson co-founded TriWest in 1998 and, as Vice Chairman, contributes a wealth of knowledge in the areas of corporate development and law. From 1994 to 1998 he served as Vice President, Corporate Development and General Counsel of Burns Foods Limited. He was responsible for...

Jeff Belford
Jeff Belford

Senior Managing Director

Jeff Belford joined TriWest at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc., a former TriWest portfolio company. Jeff contributes both financial and operations expertise to the TriWest team, having gained significant experience prior to joining TriWest. Jeff was...

Dave Connolly
Dave Connolly

Managing Director

Dave Connolly joined TriWest in 2011 and is a Managing Director in the investment group. Prior to joining TriWest, Dave worked at Blackmont Capital in the Investment Banking Group in Toronto, where he was involved in M&A advisory assignments and equity financings in a variety...

Chad Danard
Chad Danard

Senior Managing Director

Chad Danard joined TriWest in 2005. Prior to joining TriWest, Chad worked at Morgan Stanley in the Global Energy and Utility Group in New York and in the Canada Group in Toronto. While at Morgan Stanley, Chad was involved in a variety of M&A-related strategic...

Dino Deluca
Dino DeLuca

Chief Operating Officer

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest including finance, investor reporting and relations, governance functions, and...

Ryan Giles
Ryan Giles

Senior Managing Director

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was actively involved in evaluating and conducting due diligence for new investment opportunities for Onex Partners Fund I. Previously, Ryan worked in the Canada Group of...

Mick Macbean
Mick MacBean

Senior Managing Director

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance, and financial experience to the TriWest team. Prior to joining TriWest, Mick was founder and CEO of Diamond Energy Services, a Western Canadian-based energy services firm. Mick...

Norm Rokosh
Norm Rokosh

Senior Managing Director

Norm Rokosh joined TriWest in 2010 as a Senior Managing Director and brings strong operations and governance experience to the TriWest team. Prior to joining TriWest, Norm was President / CEO of a number of publicly-traded industrial and service companies with operations in Western Canada...

Jon Spencer
Jon Spencer

Managing Director

Jon Spencer joined TriWest in 2007 and is a Managing Director in the investment group. Prior to joining TriWest, Jon worked at RBC Capital Markets in the Global Energy Group where he was involved in a number of public equity offerings and mergers and acquisition...

R. Duncan Adams
Duncan Adams

Principal

Duncan Adams joined TriWest in 2013 and is a Principal in the investment group. Prior to joining TriWest, Duncan worked as an Investment Banking Analyst at Canaccord Genuity. He was a generalist within the M&A, restructuring, and corporate finance group and was responsible for performing...

Jeff Belford
Jeff Belford

Senior Managing Director

Jeff Belford joined TriWest at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc., a former TriWest portfolio company. Jeff contributes both financial and operations expertise to the TriWest team, having gained significant experience prior to joining TriWest. Jeff was...

Brett Butler
Brett Butler

Vice President

Brett Butler joined TriWest in 2017 and is a Vice President in the investment group. Prior to joining TriWest, Brett worked as an Investment Banking Analyst with CIBC’s Global Investment Banking group in Calgary, where he focused on public equity and debt offerings and executed...

Dave Connolly
Dave Connolly

Managing Director

Dave Connolly joined TriWest in 2011 and is a Managing Director in the investment group. Prior to joining TriWest, Dave worked at Blackmont Capital in the Investment Banking Group in Toronto, where he was involved in M&A advisory assignments and equity financings in a variety...

Chad Danard
Chad Danard

Senior Managing Director

Chad Danard joined TriWest in 2005. Prior to joining TriWest, Chad worked at Morgan Stanley in the Global Energy and Utility Group in New York and in the Canada Group in Toronto. While at Morgan Stanley, Chad was involved in a variety of M&A-related strategic...

Dino Deluca
Dino DeLuca

Chief Operating Officer

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest including finance, investor reporting and relations, governance functions, and...

Ryan Giles
Ryan Giles

Senior Managing Director

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was actively involved in evaluating and conducting due diligence for new investment opportunities for Onex Partners Fund I. Previously, Ryan worked in the Canada Group of...

Mick Macbean
Mick MacBean

Senior Managing Director

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance, and financial experience to the TriWest team. Prior to joining TriWest, Mick was founder and CEO of Diamond Energy Services, a Western Canadian-based energy services firm. Mick...

Logan Miller
Logan Miller

Senior Associate

Logan Miller joined TriWest in 2018 and is a Senior Associate in the investment group. Prior to joining TriWest, Logan worked as an Investment Banking Analyst in BMO Capital Markets’ Global Energy Group, where he was involved in various debt and equity financings and M&A...

Allie Moran
Allie Moran

Associate

Allie Moran joined TriWest in 2020 and is an Associate in the investment group. Prior to joining TriWest, Allie worked as an Investment Banking Associate within TD Securities’ Global Energy group in Calgary, where she was involved in various M&A advisory mandates and equity and...

Norm Rokosh
Norm Rokosh

Senior Managing Director

Norm Rokosh joined TriWest in 2010 as a Senior Managing Director and brings strong operations and governance experience to the TriWest team. Prior to joining TriWest, Norm was President / CEO of a number of publicly-traded industrial and service companies with operations in Western Canada...

Jon Spencer
Jon Spencer

Managing Director

Jon Spencer joined TriWest in 2007 and is a Managing Director in the investment group. Prior to joining TriWest, Jon worked at RBC Capital Markets in the Global Energy Group where he was involved in a number of public equity offerings and mergers and acquisition...

Yang You

Associate

Yang You joined TriWest in February 2021 as an Associate in the investment group. Prior to joining TriWest, Yang worked at a TriWest portfolio company (International Fitness Holdings) where he supported senior management on various strategic and operational improvement initiatives. Before that, he was an...

Katlyn Fix

Assistant Controller

Katlyn Fix joined TriWest in 2014 and is an Assistant Controller in the finance group. Prior to joining TriWest, Katlyn worked as an accountant with MNP LLP where she provided assurance and tax services. Katlyn obtained her Charted Accountant (CA) designation in 2014 and has...

Julia Podgornov

Accountant

Julia Podgornov joined TriWest in August 2019 as an Accountant in the Finance group. She has a degree in accounting from Moscow, Russia. Prior to joining TriWest, Julia had been with a Calgary based management company that worked across several different industries, including oil and...

John Watkins

Vice President, Finance

John Watkins joined TriWest in 2011 and is a Director in the finance group. Prior to joining TriWest, John was a Manager at MNP LLP where he provided assurance, tax, and advisory services. John received a Bachelor of Commerce degree from the University of Alberta...

Brenda Weiss

Senior Vice President, Finance

Brenda Weiss joined TriWest in 2003 and is a Senior Vice President in the finance group. Prior to joining TriWest, Brenda was a Senior Manager with KPMG, where she provided assurance and business advisory services to a wide array of entrepreneurial clients and professional services...

Dino Deluca
Dino DeLuca

Chief Operating Officer

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest including finance, investor reporting and relations, governance functions, and...

Jaclyn Height Falkenberg

Senior Executive Assistant

Jaclyn Height Falkenberg joined TriWest in October 2012 and is Senior Executive Assistant to Jeff Belford, Norm Rokosh, Chad Danard, Ryan Giles, Duncan Adams, and Brenda Weiss.  Prior to joining TriWest, she provided senior administrative and financial support for a charity in Calgary and managed...

Nikki Jeffrey

Senior Executive Assistant

Nikki Jeffrey joined TriWest in April 2012 and is the Senior Executive Assistant to Mick MacBean, Lorne Jacobson, and Ron Jackson. Nikki brings over 20 years of executive support experience, administration, and office and project management from the finance and investment industry and has worked...

Hasib Wahidi

IT Consultant

Prior to joining TriWest in July 2016 as an in-house IT Consultant, Hasib played a key role in supporting TriWest’s IT Infrastructure through another tech firm based in Calgary. Hasib now operates his own consulting business and is responsible for all of TriWest’s IT Strategy....

Katie Webber

Executive Asistant

Katie Webber joined TriWest in April 2019 as Executive Assistant to Dino DeLuca, Dave Connolly, and Jon Spencer. Prior to joining TriWest, Katie has had experience in several industries, including IT, oil and gas, and commercial real estate. Katie has over 15 years of office...

Dino Deluca
Dino DeLuca

Chief Operating Officer

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest including finance, investor reporting and relations, governance functions, and...

Katie Webber

Executive Asistant

Katie Webber joined TriWest in April 2019 as Executive Assistant to Dino DeLuca, Dave Connolly, and Jon Spencer. Prior to joining TriWest, Katie has had experience in several industries, including IT, oil and gas, and commercial real estate. Katie has over 15 years of office...