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