David Baskin

David Baskin

President

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Barry Schwartz

Barry Schwartz
CFA, MBA

Executive Vice President,
Chief Investment Officer

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Scott J. Mazi
CPA, CA, CFA

Executive Vice President,
Portfolio & Relationship Management

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Rob McDonald

Rob McDonald
CFA

Chief Operating Officer
Chief Compliance Officer

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Miki Nachmani

Vice President
Business Development
Portfolio Manager

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Benjamin Klein

Benjamin Klein
CFA, CFP

Portfolio Manager & Director, Financial Planning

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Esida Selfo

Vice President &
Portfolio Manager

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Gordon Thomas

Head Trader

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Ryan Thomas
CFA

Associate Portfolio Manager

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Ernest Wong

Ernest Wong
CFA

Director, Research
Portfolio Manager

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Melanie Tellis

Melanie Tellis  FCSI, CAMS

Director, Client Services

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Jenn Dahil

Director, Compliance

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Irene Li
CPA, CMA

Director, Finance

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Sithikone Songvilay

Sithikone Songvilay
BComm, CIM®

Director, Operations & Technology

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Douglas Fraser

Douglas Fraser
BA Hon.

Portfolio Associate

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Jay Barua

Jay Barua
BComm

Portfolio Associate

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