Barry Schwartz

Barry Schwartz
CFA, MBA

Executive Vice President,
Chief Investment Officer

Scott J. Mazi
CPA, CA, CFA

Executive Vice President,
Portfolio & Relationship Management

Rob McDonald

Rob McDonald
CFA

Chief Operating Officer
Chief Compliance Officer

Miki Nachmani

Vice President
Business Development

Benjamin Klein

Benjamin Klein
CFA, CFP

Portfolio Manager

Esida Selfo

Vice President &
Portfolio Manager

Oleander Li

Oleander Li
CFA, MBA

Director, Compliance

Gordon Thomas

Head Trader

Ernest Wong

Ernest Wong
CFA

Associate Portfolio Manager

Melanie Tellis

Melanie Tellis  FCSI, CAMS

Director, Client Services

Irene Li
CPA, CMA

Director, Finance

Sithikone Songvilay

Sithikone Songvilay
BComm, CIM®

Director, Operations & Technology

Douglas Fraser

Douglas Fraser
BA Hon.

Portfolio Associate

Jinny Pham

Jinny Pham
BComm

Portfolio Associate

Jay Barua

Jay Barua
BComm

Portfolio Associate