Our Team

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  Lindsey Hall

  CEO and President
CEO and President

Lindsey Hall

Lindsey is CEO and President of PBY Capital, which he helped found in 2019. He joined Lysander Funds, a PBY affiliate, in 2014 and continues to be a member of the leadership team. While at Lysander, Lindsey was responsible for overseeing distribution and family office relationships, the development and onboarding of boutique investment firms, as well as managing corporate technology initiatives. Prior to joining Lysander, Lindsey was a Director at Russell Investments responsible for business development in both the institutional and retail markets and before that was a Sales Executive at Ernst & Young in the Technology, Entertainment and Communications group. Lindsey is a graduate in Management Sciences from the University of Manitoba and is a past board member of the Ontario SPCA.

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  Meriem Mehdaoui, CFA

  Managing Director
Managing Director

Meriem Mehdaoui, CFA

Meriem is Managing Director at PBY Capital. Her financial services experience includes sales and investment counsellor roles with CI Investments. She also worked for one of the big 5 Canadian banks and a globally-recognized insurance company. Meriem became a CFA charterholder after completing an undergraduate commerce degree at Concordia University.

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  Frank Balazic, CFA

  Vice President
Vice President

Frank Balazic, CFA

Frank joined PBY Capital in November 2022 from one of Canada’s largest financial institutions, Scotiabank, where he held a number of progressive roles in wealth management and banking. Most recently leading a group of Portfolio Managers managing high net worth and ultra high net worth client assets. His experience in wealth management and financial services spans multiple business lines, including operations, compliance, performance analytics, managing trading programs, portfolio management and providing investment/advisory solutions. Frank’s strengths include relationship building with clients and peers, along with serving as a coach and mentor to many in the industry. Frank holds a Master of Finance from the Smith School of Business at Queen’s University, a Bachelor of Commerce degree from York University and is a CFA charterholder.

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  Frédéric Béland, CFA

  COO & CCO
COO & CCO

Frédéric Béland, CFA

Fred Béland is the Chief Operating & Compliance Officer of PBY Capital. In his role, he oversees the firm’s regulatory compliance, operations and corporate technology initiatives. Over his 20-year career, Fred led CH&Co.’s management consulting practice for Canadian Wealth & Asset Managers, was the Chief Operations & Technology Officer for a Canadian and US subsidiary of a Swiss Private Bank, lectured at the graduate level on financial crime at the University of Sherbrooke, and managed RBC Investor & Treasury Services’ Client Solutions initiatives in Eastern Canada. Fred graduated from Université du Québec à Montréal with specialisations in finance, information systems and E-Business. He is a CFA Charter holder and a Certified Anti-Money Laundering Specialist (CAMS).

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  Joyces Soon-Ngo

  Client Service Analyst
Client Service Analyst

Joyces Soon-Ngo

Joyces is a Client Service Analyst at PBY Capital. Prior to joining PBY Capital, she worked in Hedge Fund administration at State Street and Citco (Canada) Inc where her experience includes accounting and investor relations roles. She is a graduate of Ryerson University receiving her Bachelor of Commerce degree with a Major in Accounting and Minor in Business Law.

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  Samuel Dion-Lessard, CFA

  Client Service Analyst
Client Service Analyst

Samuel Dion-Lessard, CFA

Samuel joined PBY Capital in 2021 and is currently a Client Service Analyst. Prior to joining the firm, he had a number of roles with one of the major Canadian Banks and gained valuable experience in Treasury and Capital Market risks. Samuel graduated from Sherbrooke University where he completed a Bachelor of Business Administration and a Master of Science with a Market Finance concentration. He then completed the Chartered Financial Analyst (CFA) exams and was awarded the title in 2019.

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  Nelly Tegang

  Compliance & Operations Associate
Compliance & Operations Associate

Nelly Tegang

Nelly is a Compliance and Operations Associate at PBY Capital. She joined PBY Capital in 2022. Prior to joining the firm, she worked as a compliance officer for an exempt market dealer in Calgary, Alberta. She also held several positions in the back-office at other investment firms. Nelly has a B.A. in accounting and Finance and a M.Sc. in Finance and Investments from the U.K.

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  Sam Reda, CFA

  Strategic Advisor
Strategic Advisor

Sam Reda, CFA

Sam has over 40 years of investment management industry experience and expertise. He previously held board or executive-level positions with investment managers Triasima, Fiera, Natcan, and TAL. Sam serves on several boards and advisory committees of both profit and non-profit organizations, including as vice-chairman for the Concordia University Pension and Investment Committee. Sam provides strategic consulting services for investment managers and family offices through Maralex Capital, which he founded. He is also co-founder and Chairman of Alpha CCO Software, which delivers governance and compliance solutions . He established the “Séminaire sur la gestion des caisses de retraite” (in 1999) and the “Dialogue with our Leaders” series with CFA Montreal (in 2009), important annual Montreal educational events for the pension fund and wealth management industry. Sam is a CFA charterholder and obtained a Bachelor of Commerce degree from McGill University. He is also a graduate of the Corporate Directors Program offered by the Institute of Corporate Directors and the Rotman School of Management.