Our team

Board of Directors

member photo
Thomas S. Caldwell, C.M.

McGill. B. Com. Hons Economics
Founder and Chairman

member photo
Angela T. Stirpe

President & COO

member photo
Brendan T.N. Caldwell,

B. Sc., M.A., CFA
Director

Senior Management Team

member photo
Elizabeth Naumovski

Vice President Marketing

member photo
Morgan Pampe

Vice President Trading

member photo
Robert Allen

Vice President &
Chief Compliance Officer

member photo
Sally Haldenby Haba

Vice President

member photo
Wendy Lockwood

Vice President

member photo

Portfolio Managers

member photo
Tony Ciero, CFA, CFP

President & CIO
Caldwell Asset Management
(a Division of Caldwell Securities Ltd.)

member photo
Tom Simopoulos, CFA

Portfolio Manager

member photo
William Chin, MBA

Portfolio Manager

member photo
Varya Lapteva, CFA

Portfolio Manager
Investment Advisor &
Executive Assistant
Toronto Office

member photo
Matthew Krucko-Moeller, MS

Associate Portfolio Manager

member photo

Investment Advisors

member photo
Alexander Hutchison, RRC

Investment Advisor
Toronto Office

member photo
Alexander Stirpe

Investment Advisor
Georgetown Office

member photo
Andrew Scoon

Investment Advisor
Toronto Office

member photo
Brandon De Assuncao

Investment Advisor
Toronto Office

member photo
Brian McCreery

Investment Advisor
Toronto Office

member photo
Cheryl Maloney

CPA, CMA, CEA
Investment Advisor &
Certified Executor Advisor
Oakville Office

member photo
Celma Freitas

Investment Advisor &
Executive Assistant
Toronto Office

member photo
Chris Coderre

Vice President &
Investment Advisor
Oakville Office

member photo
Dora Di Manno

Vice President &
Investment Advisor
Toronto Office

member photo
Elena Juan

Investment Advisor
Toronto Office

member photo
Fraser Ruth

Investment Advisor
Toronto Office

member photo
Jennifer Kuta

Business Development Analyst
Toronto Office

member photo
James Caldwell

Vice President &
Investment Advisor
Niagara-on-the-lake Office

member photo
John R. Kinsey

Portfolio Manager
Toronto Office

member photo
Komal Chheda

Investment Advisor &
Administrative Assistant
Toronto Office

member photo
Liam Owen

Investment Advisor
Toronto Office

member photo
Loraine Craig

Administrative Assistant
Niagara-on-the-lake Office

member photo
Nicol MacNicol

Portfolio Manager
Georgetown Office

member photo
Robert Goldberg

Investment Advisor
Toronto Office

member photo
Robin Barstow

Investment Advisor
Toronto Office

member photo
Ted Flanagan

Investment Advisor
Georgetown Office

member photo
Terry Garcia, CIM, MBA

Investment Advisor
Oakville Office

member photo
Vincent L. John

Vice President &
Investment Advisor
Whitby Office

member photo