David Leon
Senior Portfolio Manager & Investment Chair
Senior Portfolio Manager & Investment Chair
Senior Portfolio Manager
Senior Financial Planner
Senior Financial Planner
Chief Executive Officer
Chief Operating Officer
Practice Manager
Operations Manager
Compliance Manager
Associate Financial Adviser
Provisional Financial Planner
Senior Analyst
Senior Trader
Operations Coordinator
Marketing Manager
Executive Assistant
Client Services Associate
Client Services Associate
Receptionist
Behind every client relationship is a research and operations team whose work runs without interruption. Due diligence, execution, reporting, portfolio monitoring, and administration — all internal. We do not outsource the functions that matter most to our clients. The depth of the team is part of what the relationship delivers.