Team

Our Team Players

Hands on, accessible, with a comfortable family feel, not an institutional experience.

Client service is provided by your Portfolio Manager, and a dedicated client relations team, not faceless names you will never meet. Our services are far reaching, we work with you on investment planning, financial management, and assisting with monetary decisions.

Timothy Logan

CFA®

PRESIDENT AND CHIEF INVESTMENT OFFICER

Julie Brough

CFA®, CFP®

EXECUTIVE VICE PRESIDENT AND PORTFOLIO MANAGER

Kimberley Garston

CIM®

PORTFOLIO MANAGER

George Crowder

MSc. Fin. Econ., FRM

PORTFOLIO MANAGER

Derry Burns

No Credential

SENIOR ASSOCIATE

Malcolm Gilroy

No Credential

MANAGING DIRECTOR

Hugh Innes

No Credential

INVESTMENT COMMITTEE MEMBER

Aleks Oniszczak

No Credential

DIRECTOR OF TECHNOLOGY