Staff and advisorS


Senior Leadership Team

Upkar Arora, FCPA, FCA, ICD.D

Chief Executive Officer

Kelly Gauthier, MBA


Marc Foran, MBA, CFA

Chief Investment Officer

Portfolio Management and Client Support

At Rally, we focus on delivering a comprehensive suite of services to our asset management and advisory clients, including portfolio management, impact analysis, research and consulting.

Serkan Altay, CFA

Portfolio Manager, Public Investments

Karolina Iaydjieva, CFA, CAIA

Portfolio Manager, Custom Impact Portfolios

Chelsea Longaphy, CIM

Portfolio Manager, Custom Impact Portfolios

Ammara Shirazi, MBA

Head, Private Investment Research

Laurel Sabur, MSc

Manager, Private Investment Research

Nikki Kwan

Senior Associate

Laurel Dao

Associate, Public Equities Research

Sahil Arora

Associate, Research

Operational Support 


Monika Anand

Portfolio Administrator, Custom Impact Portfolios

Marian Carroll

Manager, Operations and Compliance

Ben Rabinovitch, MBA

Manager, Business Development

Estelle Taylor

Head, Reporting and Communications


As part of our commitment to supporting a diverse, strong impact investing sector, we regularly host interns.

Spring 2023: William Lloyd, Research Intern. William, undertaking a Bachelor’s of Arts in History and Peace, Conflict, & Justice Studies at the University of Toronto, is examining:

  • The opportunities and challenges around investing in support to SDG 16: Peace, Justice and Strong Institutions
  • Rally’s approach to investing for systems change


Our Advisors

Our advisors augment the work of the board. This group of respected impact investing advisors and champions are committed to helping our clients get the most out of their investments.

Alexandra Baillie

Alexandra Baillie

  • President, Good & Well
  • Co-Chair of the Board of Canadian Stage
  • Vice Chair of the Art Canada Institute.
  • Degrees from Queen’s University, Yale University, and Harvard Business School


Bernie Li

Bernie Li

  • Partner, Antler Canada
  • Co-Founder, PURE Energies (acquired by NRG Energy)
  • Advisor and Investor, Flow Water
  • Advisor and Investor, Vizetto
  • Investment Committee Member, The Atmospheric Fund
  • Past Board Member and Treasurer, Centre for Social Innovation
Bill Young

Bill Young

  • Founder and President, Social Capital Partners
  • CEO, Hamilton Computers
  • Chairman and CEO, Optel Communications
  • MBA, Harvard Business School
  • Member of the Order of Canada
Bruce Shewfelt

Bruce Shewfelt

  • President, Acuity Sales Inc.
  • Co-Founder and Senior Advisor, Clariti Strategic Advisors Inc.
  • 30+ years of sales and leadership roles in the institutional asset management and financial services space
  • Board Member, Covenant House Toronto (Chair, Fundraising & Development)
  • Volunteer Advisor, MaRS Discovery District
Christie Stephenson

Christie Stephenson

  • Executive Director, Dhillon Centre for Business Ethics, UBC Sauder School of Business
  • Board Member, UBC Staff Pension Plan
  • Board Member, Vancity financial cooperative
  • Past Manager, ESG Evaluation & Research, NEI Investments
Ken McKinnon

Ken McKinnon

  • Managing Director and Head of Real Estate Corporate Banking at TD Securities
  • Experienced in originating, arranging and syndicating large debt transactions and project financings
  • Lead on TD Securities’ Black Experience Committee
  • Board Member, Fred Victor
Michael Sacke

Komal Bhasin

  • Founder, Insayva Inc.
  • Equity, diversity, inclusion and workplace mental health strategist, speaker, and certified coach, with a particular concentration in mental health and racial inclusion
  • Over 20 years of experience in public policy, strategic planning and senior management
  • Board member, Alzheimer’s Society of Ontario
Michael Sacke

Michael Sacke

  • 20+ years of financial services experience, advising nonprofit organizations and charities to develop alternative funding strategies to create long-term sustainability
Nicholas Parker

Nicholas Parker

  • Chairman, Parker Venture Management
  • Board Chairman, Drashta Ventures
  • Advisory Committee Member, GRE&T Centre, Alectra
  • Co-Chairman, Centre for Mindfulness Studies
  • Distinguished Fellow, Asia Pacific Foundation of Canada
Sarah Doyle

Nilofer Ahmed

  • Vice President of Sales, Marketing & Insights at Motif FoodWorks, a food technology company focused on plant-based food solutions
  • Past Project Leader at Boston Consulting Group
  • Co-founder of Fire Ox Foods, plant-based frozen food company
  • Mentor with EverQuote’s inaugural leadership development program
  • Big Sister with the Big Brothers Big Sisters program


Sarah Doyle

Sarah Doyle

  • Chief of Staff to the Director of UCL’s Institute for Innovation and Public Purpose
  • Past Director of Policy and Research at the Brookfield Institute for Innovation + Entrepreneurship
  • Past Senior Policy Advisor, MaRS Discovery District
  • Board member, The Neighbourhood Group