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Home
About
Our Team
Our Strengths
FAQ
Services
Hedge Fund Strategies
Growth Strategies
All Weather Portfolios
Financial Advisers
In The Media
Become A Client
Downloads
Contact
Our Team
OUR EXECUTIVE TEAM
James McDonald
CEO & CHIEF INVESTMENT OFFICER
Kaushik Saha
SVP, Quantitative Research
David Tran
EVP, Business Development, Sales & Marketing
Nikko Viray
General Counsel
Loreal McDonald
Corporate Counsel & Interim COO
OUR TEAM
Connor Armstrong
ASSISTANT, BUSINESS DEVELOPMENT
Bing Cao
VP, WEALTH MANAGEMENT
Heather Hunter
EXECUTIVE ASSISTANT
Harry Kamataris
VP, WEALTH MANAGEMENT
Zachary Kastenhuber
VP, BUSINESS DEVELOPMENT
Akram Khalaf
TRADING ASSISTANT
Anthony Lucchesi
VP, WEALTH MANAGEMENT
Sonia Ning
VP, INTERNATIONAL BUSINESS DEVELOPMENT
Rohan Saha
RESEARCH ASSISTANT
Brady Schmidt
VP, BUSINESS DEVELOPMENT
Erin Schmidt
VP, WEALTH MANAGEMENT
Tiffany Sum
ADMINISTRATIVE ASSISTANT
Jamie Wang
VP, INTERNATIONAL BUSINESS DEVELOPMENT