Hybrid Financial
Management Team
Steven Marshall
CEO

 

Steve Marshall co-founded Hybrid Financial Ltd., and is responsible for the successful execution of the Company’s business plan.  Prior to Hybrid Financial, Mr. Marshall was founder and CEO of OpenSky Capital –the largest marketer of structured products in Canada with over $4.5 billion in assets sold.  He was responsible for the company’s overall operations and was directly involved in the development of products and negotiations with issuers including Deutsche Bank, Societe Generale, BNP, JP Morgan, Citibank, National Bank of Canada and BMO Capital Markets.  In this role, he built a team of 40 investment and operations professionals.  Before founding OpenSky, Mr. Marshall was a Senior Vice President at a major wealth management firm, where he was responsible for over $1 billion of institutional assets and $900 million of high net worth assets.

Mr. Marshall earned a B.A. in Economics from the University of Windsor and an Executive Management diploma from Queen’s University. In 2005 Finance et Investissement, the sister publication of Investment Executive, nominated Mr. Marshall as one of the Top 25 most influential people in Quebec’s financial services. Mr. Marshall is a board member of Tamaka Gold Corp, Solar Flow Through fund and Nexus Crowd Inc.

 

Alexandre Cote
Managing Partner

Prior to co-founding Hybrid Financial, Alexandre Cote was a Managing Director at AXA Canada where he helped create a Guaranteed Investment Funds platform. His team launched one of the first traditional fixed income funds listed in Canada. He also worked as VP of sales at OpenSky Capital — the largest independent marketer of structured products in Canada with over $3 billion in assets.  As one of the first employees, he helped establish and develop the company. Mr. Cote started his career at Talvest, where he was responsible for a region with approximately $500 million of AUM. Mr. Cote earned a B.A. in Commerce from Laval University.

 

Elliot Milian
Managing Director

As a Managing Director Elliot Milian is responsible for business development and sales strategy. In his role he has brought Hybrid’s sales process and tools to life. He is an early adopter of analytics and technology and was instrumental in developing Hybrids unique combination of sales and marketing techniques to maximize the results the team creates for Hybrid’s clients. A big believer that sales should be effective, efficient and transparent he continues to refine the company’s methods adding new capabilities to continually improve results. Elliot has over 10 years of experience in the investment industry having worked for several leading asset managers.