People are the firm.

Kash J. Pashootan Founder & Chief Executive Officer Michael S. Newton CIM Head of Wealth Management
Senior Portfolio Manager Joseph Chiu CPA, CA Chief Financial Officer
Chief Operating Officer Nicholas Allaham CPA, CA, TEP, CIM Principal, Family Office Practice Brian Madden CFA, CFP Chief Investment Officer Ian Chong CPA, CA, CFA Portfolio Manager, Public Equities Jason Hunt CFA, CFP, FEA Portfolio Manager Jaclyn O’Marra CFA Portfolio Manager Elliott Bourgeois MSc, CIM, CFP Associate Portfolio Manager Saro Khatchadourian CFA Senior Manager Amar Kapoor Associate Principal, Investments Adi Parkar CPA, CFA, CBV Associate Principal, Investments Beata Krajcovic CFP, CLU Financial Planner, Family Office Practice Jeff Conron CFP, TEP, CLU Financial Planner Haniya Habibollahi CIM, MBA Senior Associate Stephanie Cole Executive Assistant to the CEO Kim Piche Associate, Family Office Practice Amanda Busch Associate Vanessa Rioux Associate Daniel Linardic Associate Connor Duncan CIM Senior Manager, Operations & Technology Venusha Burns CPA, CA, CFE Senior Manager, Finance Yvonne Bedley CPA, CA Senior Manager, Financial Planning & Analysis Haseeb Khawaja Manager, Marketing & Communications Elizabeth Purrier Associate, Operations & Compliance Samuel Newman Trade Analyst