FOX Canadian Advisor Briefing - Virtual - November 8, 2022

  FOX Presenters

Ed Giacomelli
Canadian Advisor

Ed Giacomelli is based in Toronto and is the Canadian Advisor to the Family Office Exchange (FOX). In his role, Ed works with various Councils, where members can share experiences, ideas and best practices with peers in a confidential environment.

Serving families and operating companies as a trusted advisor for over 25 years in the areas of strategy, family office, capital markets, governance and succession, Ed brings significant experience to FOX and its Canadian members. Most recently, Ed was CEO of Pelmorex Investments Inc. (“PII”), the Morrissette family enterprise, where he continues in his role as an advisor to, and director of, PII and its core operating company. Prior to PII, he had a successful career as a senior investment banker advising Canadian and international clients on strategic matters.

Ed has also held the positions of senior partner and Managing Director of Crosbie & Company; Head of the Toronto office of Rothschild & Co, the family-controlled Global Advisory firm; and Managing Director of CIBC World Markets. Ed is active in the Toronto community as a member of the President’s Council of St. Michael’s Hospital Foundation since its inception in 2008, and as a past director of Prostate Cancer Canada until its merger with Canadian Cancer Society. Ed earned an HBA and MBA from the Ivey Business School, Western University.

 David Toth
 Interim Co-President

David Toth is an Interim Co-President of Membership Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.

Jonathan S. Tunner
Director, Private Investment Opportunities, FOX

Jonathan Tunner is the Director of Private Investment Opportunities at Family Office Exchange (FOX). Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses.

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.

Areas of Expertise:  Direct Investing, Business Owners and Business Strategy