CoPower Story

Helping you make simple, green investments.

CoPower opened in 2013 with the vision that new online tools, and the surge in profitable clean energy investments, meant that it could be possible for Canadians like us—people who care about their portfolios, their communities and their environment—to have it all. These are the people behind this vision.

Our Team

David Berliner

Managing Director & Co-founder

Kathrin Ohle

Chief Investment Officer

Trish Nixon

Managing Director & Head of Capital

Jon Frank

Managing Director & Head of Projects

Greg Overmonds

Director, Growth

Matthew Rosenberger

Director, Finance

Jennifer Macdonald

Manager, Impact Investing

Lauryn Drainie

Manager, Marketing & Engagement

Serge Yannick Ouattara

Senior Associate, Projects

Tobias Mueller-Glodde

Associate, Impact Investing

Diogo Oliveira

Software Architect

Kisa Giebink

Project Analyst

Valerie Lacaille

HR & Office Manager

Stephanie Bergeron

Investor Services & Administration

  • David is co-founder and Managing Director of CoPower. He previously worked at Inerjys, a clean energy investment firm. He has consulted for the New York City Mayor’s Office on renewable energy, was Sustainability Coordinator for the University of Toronto, and worked at the Carbon Disclosure Project.

    David has been named "Emerging Solar Leader" by the Canadian Solar Industries Association and "Top 30 Under 30" by Corporate Knights.

    David holds an M.P.A. from Columbia University and a B.Sc from the University of Toronto.

  • Kathrin is founder and principal at twig energy inc., where she assists clients in clean energy and clean technology with capital raising and business development. At CoPower, she leads the assessment and structuring of clean energy investments.

    During her 25 years of experience, Kathrin has closed more than $5.5 billion of financing transactions as a corporate banker with Deutsche Bank and TD Securities, as a financial investor with the Business Development Bank of Canada, and as a strategic investor with Emera. Kathrin holds an M.B.A. from the University of Cologne, Germany, and is the author of The Decision-Maker’s Guide to Long-Term Financing.

  • As Managing Director and Head of Capital at CoPower, Trish leads product development, fundraising and investor relations for CoPower. Trish has spent her career working to accelerate impact investing, primarily in private markets. In prior roles at MaRS Discovery District, she provided advisory services to investors and intermediaries, founded a social venture accelerator and led venture services for the SVX investment platform. She also spearheaded the development of the MaRS/Virgin Unite Catalyst Fund.

    Trish is the 2016 Recipient of the Edward Newton Award for Social Innovation and co-recipient of the 2017 Clean50 Award for Environmental Entrepreneurship. She holds a Masters of International Relations from the University of St. Andrews, Scotland.

  • As Managing Director and Head of Projects at CoPower, Jon is a member of the corporate management committee and leads the company’s clean energy project investment strategy, business development and project finance activities and alignment with the capital division of the company. At CoPower, Jon has been involved in a wide range of clean energy technologies across Canada that reduce greenhouse gas emissions and generate strong financial returns including solar energy, energy efficiency retrofits, geothermal heating and cooling, renewable natural gas, combined heat and power and energy storage.

    Jon brings a wealth of clean energy industry experience to CoPower. Over his career working at companies like SunEdison and RESCo, he has played a lead role in securing clean energy contracts valued at over $300 million. Jon is one of the founding executives of Emerging Leaders for Solar Energy and has served as Co-­Chair of the National Board of Directors leading initiatives including a charity solar project in Nepal and Canada’s first national mentorship program for renewable energy professionals. He is also the 2015 recipient of the Canadian Solar Industries Association’s “GameChanger” Award for Emerging Solar Leader.

  • As Director of Growth, Greg leads CoPower's strategy and execution as we work to engage Canadians across the country with our impact investment opportunities. Greg has spent his career building and scaling innovative models of social and environmental change, as the Founder and Executive Director of Students Offering Support, and most recently, as the Manager of Energy Products at ecobee.

    Greg is the 2011 recipient of EY's Social Enterprise Award and holds a Bachelor's degree in Business Administration and Computer Science from Wilfrid Laurier University.

  • As Director of Finance at CoPower, Matthew is involved in strategic decision making, corporate finance, asset management and investment performance analysis, as well as informing our investment strategy with financial modeling of CoPower’s products.

    Before joining CoPower, Matthew was a senior auditor at a large Montreal accounting firm. After completing a B.Com. at McGill University he went on to earn his CPA, CA designation and his CFA charter. He is also an avid traveler and sports and music enthusiast.

  • As Manager of Impact Investing at CoPower, Jennifer develops and implements client growth strategies and assists CoPower’s existing green bond holders, providing support and building engagement. She joined CoPower after four years as an Associate on the Institutional Investment Management team at Phillips, Hager & North (RBC Global Asset Management), where she helped manage and monitor institutional client accounts ranging from pension plans to foundations and endowments across Canada, provided coverage for the firm’s global and emerging market equity strategies, and helped develop and integrate ESG initiatives.

    Jennifer started her career at BMO Capital Markets, where she gained exposure to energy and power infrastructure assets. She was the lead Energy Analyst for Project Vision, an economic development program for Togo. She holds a MBA from the University of Cambridge, where she studied under the Energy & Environment concentration.

  • As CoPower’s manager of marketing and engagement, Lauryn is helping build a community of individuals investing for profit and planet. Prior to CoPower, Lauryn was Senior Campaigner, and half of Canada’s founding team. She managed strategy, storytelling, and email, while building an impressive track record of winning campaigns on issues ranging from refugee justice, to improving animal welfare at factory farms, to featuring iconic women from Canadian history on our banknotes.

    After completing her B.A. in environmental policy at the University of Toronto, she worked on offline campaigns as lead organizer at the Climate Action Network Canada. She loves train travel and has gone around (almost) the entire world, from England to Vietnam, and from San Francisco to New York.

  • Serge brings more than seven years of experience working in both corporate and project finance. His previous positions include Financial Analyst at Innergex, a leading Canadian independent renewable power developer, and Senior Credit Analyst at Stonebridge Financial Corporation, a Canadian financial services company offering debt financing for the energy and social infrastructure sectors.

    Serge’s expertise includes financial analysis, modelling, and portfolio management for both operational and construction-phase projects. He holds a bachelor of commerce from the John Molson School of Business at Concordia University and is currently pursuing the Charter Financial Analyst (CFA) designation.

  • As Associate, Impact Investing, Tobias works in product development, investor relations, and enhancement of operational efficiency at CoPower. Tobias graduated from the inaugural MSc. in Sustainability Management at the University of Toronto and holds a BSc. in Finance and International Business from the University of Richmond in Virginia.

    Before CoPower, Tobias most recently spent time working in corporate finance with Rocket Internet in Berlin. He previously assumed roles in the consulting space at Accenture in Frankfurt, as well as Ashoka and Reclay StewardEdge in Toronto. Tobias plays soccer competitively as a goalkeeper and is a passionate world traveler and explorer.

  • As a software architect at CoPower, Diogo conceives CoPower's online platform, being in charge of the company's software development strategy and platform support. Prior to CoPower, Diogo was a team lead and senior programmer-analyst for Industrial Alliance Securities, responsible for the software development lifecycle of their tools on an investment platform. Diogo has also worked for Desjardins Wealth Management and has more than 15 years experience with software development on different industries.

    The startup scene is also an interest: he owned a software development company for three years after his bachelor degree studies. Diogo has a Certificate in Project Management by HEC Montreal and a B.Sc in Computer Science by the University of Campinas (Unicamp, Brazil).

  • As Project Analyst at CoPower, Kisa plays a key role in the financial analysis, due diligence and investment decision making for clean energy projects. Prior to CoPower, Kisa worked on the Infrastructure Investment team at PSP Investments, supporting deal execution from sourcing through valuation and due diligence.

    Kisa holds a Masters of Management in Finance and a BSc. in Agricultural Sciences from McGill University. During her time at McGill, she was the Chief Operations Officer of Desaultels Capital Management and led a research project for the University of the West Indies. Kisa is a rock climber, painter, and lover of blue cheese.

  • As Manager of CoPower’s Montreal office, Valerie wears multiple hats, overseeing operations, human resources, day-to-day bookkeeping and building company culture. Having previously worked in pension administration for Morneau Shepell, and office and HR management for Adaptive Financial Consulting, Valerie brings a wealth of experience in financial services operations.

    While today, Valerie specializes in process improvement and problem solving, she once specialized as a private chef. Her favorite dishes being tacos, all things guac and desserts.

  • As Investor Services & Administration, Stephanie is CoPower’s Toronto office operations whiz, ensuring the smooth functioning of our investor relations and project lending teams. After earning a translations degree and a Masters Degree in International Trade, Stephanie worked in supply chain management, sales and import/export in Europe and Canada.

    Fluent in English, French, (and German) Stephanie supports CoPower in maintaining a bilingual platform for all Canadians and as a registered investment dealing representative, she works to ensure a great experience for CoPower’s francophone clients. Stephanie loves travel, baking and musicals.

Our Board of Directors

David Berliner

Managing Director & Co-founder

Larry Markowitz

General Counsel

Russell Pullan


James Van Bergh


  • David is co-founder and CEO of CoPower. He previously worked at Inerjys, a clean energy investment firm. He has consulted for the New York City Mayor’s Office on renewable energy, was Sustainability Coordinator for the University of Toronto, and worked at the Carbon Disclosure Project.

    David has been named "Emerging Solar Leader" by the Canadian Solar Industries Association and "Top 30 Under 30" by Corporate Knights.

    David holds an M.P.A. from Columbia University and a B.Sc from the University of Toronto.

  • Larry is a lawyer, entrepreneur and investor with over 15 years of experience in corporate and securities law. A former partner at McMillan LLP, Larry has been awarded the Lexpert Zenith Award for Corporate and Law Firm Social Responsibility and the Promies Award for Young Professional of the Year. He is a frequent guest speaker at international legal conferences and has authored several legal books and articles.

    Larry holds degrees in civil law, common law and commerce from McGill University.

  • Russell is an entrepreneur and venture capitalist with over 25 years of investing in cleantech and funding clean energy infrastructure. He is Chief Investment Officer at Sustainable Development Capital’s UK Energy Efficiency Fund.

    Russell is former chairman of EvoEnergy, a solar energy installer; led the cleantech venture fund at Nomura Bank; and was head of venture capital at The Carbon Trust. He has advised several investment funds and has extensive experience as a board director for clean energy companies.

    Russell holds a B.Sc. (Hons.) from the University of Western Ontario and an M.B.A. from INSEAD.

  • James is Founder and President of Good & Well —a Toronto-based investment fund which provides capital and strategic support to social-purpose businesses in Canada. James also currently serves as Chairman of the Board of Benefit Systems, a publicly-listed company on the Warsaw stock exchange which he founded in 2004 in Poland.

    He earlier worked as an advisor to the Polish Government on privatization and corporate restructuring issues in the 1990’s, as well as serving as President of a fund management company and business incubator in Poland. Previously, James worked with Bain & Co. in Boston and London.

    James holds a B.A. from Amherst College, and an M.B.A. from Harvard Business School.


Our team is growing and we're looking for people who are wired to do great work. Please click here to explore career opportunities at CoPower!

Current Opportunities

Coming Soon!


Tom Rand

Managing Partner, ArcTern Ventures

Dan Heldridge

Director of Lending, Low Income Investment Fund;
Former Head, Global Sustainable Finance, Morgan Stanley

Bill Young

President, Social Capital Partners

Jane Kearns

Senior Advisor, MaRS Cleantech

Martin Ritchie

Co-Founder, JCM Capital

Krista Jones

Cluster Lead, MaRS ICT

John Hastings

Investment Advisor, RBC Dominion Securities

Manish Nayar

Managing Partner, OYA Solar

Philippe Dunsky

President, Dunsky Energy Consulting

Jimmy Alexander

Owner, Palomino Capital Corporation

Matthew J. Marquardt

Partner, Dickinson Wright LLP


Memberships and Associations