Our Team

Behind our company is a team of seasoned professionals who bring decades of experience and a broad range of expertise to serve our clients.

Portfolio Management

Portfolio Manager, Board Director, Vice Chairman

President & Chief Operating Officer, Board Director

Chief Investment Officer, Board Director

Senior Portfolio Manager

Portfolio Manager

Research Analyst

Client Experience

Manager Client Experience

Chief Compliance Officer & Client Associate

Lee-Ann Morrish

Client Associate

Operations

Trader / Operations Specialist

Diana Cuznetova

Chief Financial Officer