Image by Dylan Gillis

Our Management

The Foundation to Succeed

Paramount to our growth is the expertise of our executive team who guide the firm’s strategic trajectory. Drawing on its years of financial and managerial experience, the executive management team, in close collaboration with the firm’s founding partners, keeps a keen eye on all business matters.

Supporting the executive team are seasoned professionals in the following departments:

  • Risk/Portfolio Management

  • Research/Analytics

  • Marketing/Communications

  • Client Relations

  • Administration