Jeffrey C. Brewer, President

Jeffrey founded Anchor Investment Management Ltd. in 1996 and serves as Managing Director and Director of Research. He has 40 years of investment experience and extensive training in both equity and fixed income disciplines. Jeffrey was Director of Research of a regional investment management organization in the United States where he headed the investment policy board. Prior to this he was Vice President and Director of U.S. Quantitative Research at Daiwa Securities of America in New York City. He began his career as a quantitative research analyst and the co-developer of the C.A.S.E. Research System. Jeffrey graduated from Duke University in 1982 with a degree in Management Science.

Nathan Kowalski, Chief Financial Officer CPA, CA, CFA, CIM, FCSI

Nathan is the Chief Financial Officer and Senior Portfolio Manager at Anchor Investment Management Ltd. He sits on the firm’s investment committee, compliance committee, and finance committee and has been with the company since 2003. He began his career with KPMG, where he provided assurance, tax, and financial advisory services for some of the largest corporations in Canada. He then worked for Deloitte and Touche Corporate Finance Inc. At Deloitte, he provided expert advice in mergers and acquisitions and valuations for corporate clients, private equity/venture capital firms, MBO/MBI teams, entrepreneurs, and governments. Nathan holds a Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), and Chartered Investment Manager (CIM) designations and is a Fellow of CSI (FCSI). He is a former President of the Chartered Financial Analyst Society of Bermuda board and the former Chair of the Economic Impact Working Group for the SAGE Commission. He was the former President of the Bermuda Chamber of Commerce. He was also the author of the column “Financial Ramblings from the Rock” featured in Bermuda’s Royal Gazette.

Stephanie Hawke, Client Relationship Manager

Stephanie holds the position of Client Relationship Manager and joined Anchor in 2007. Stephanie has over 30 years of experience in providing excellent customer service with skills in effective communication with a keen eye for detail. Stephanie has strong problem-solving skills and a track record of providing exceptional service while solving any issues that may arise. She is committed to getting to know her clients and cultivating long-term partnerships with client satisfaction. Stephanie was born in Bermuda and lived abroad for many years. She completed her education in Canada obtaining a degree in Business and Fashion Merchandising. Her proudest accomplishments are her two children.

Mark Haugen, Senior Portfolio Manager

Mark is the Chief Global Economist and Senior Portfolio Manager at Anchor. He sits on the firm’s investment committee and has been with the company since 2004. Mark began his career with the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC). He then worked at EPCOR Merchant and Capital, then TransAlta Energy Marketing, where he was involved in Trading Energy. He holds a Chartered Financial Analyst (CFA) designation and Masters Degree in Economics from the University of Western Ontario.

Joel Duffy, Fixed Income Portfolio Manager

Joel is the Fixed Income Portfolio Manager at Anchor. He joined the team in January 2018 and sits on the investment committee. Joel has 18 years of investment experience primarily focused on fixed income credit analysis and portfolio management. Prior to joining Anchor, he started his career as a Credit Analyst and then became a Portfolio Manager at Butterfield Asset Management. Joel holds a Chartered Financial Analyst (CFA) designation and a Bachelor of Business Administration from Acadia University.

Jonathan Briers, Security Analyst, CFA

Jonathan is Anchor’s Security Analyst and joined the team in 2024. He is a member of the firm’s investment committee and holds a Chartered Financial Analyst (CFA) designation. Jonathan began his career with PwC Bermuda working in the Private Client Services sector. He then worked as an analyst in the Bermuda insurance sector. Jonathan graduated from the University of Wales (Aberystwyth) where he obtained a Bachelor’s Degree in Accounting and Finance.

Damian Palanyandi, Fixed Income Credit Analyst

Damian is Anchor’s Fixed Income Credit Analyst and Equity Analyst for the technology, industrial and healthcare sectors. He is a member of the firm’s investment committee. Damian graduated from the University of Rhode Island, where he obtained a Bachelor of Science in Business Administration and majored in Finance. Damian has completed the Canadian Securities Course (CSC) offered by the Canadian Securities Institute.

Timothy Brewer, Head of Trading Operations

Tim is the Head of Anchor’s Trading Operations. He has extensive knowledge in the financial services industry with over thirty years trading equities, fixed income, ETF’s, mutual funds, and options. Tim began his career in the investment division of a local insurance company and moved over to a full service brokerage firm where he served as an investment advisor and trader for over 20 years.