Our Team Our team Board of Directors Thomas S. Caldwell, C.M. McGill. B. Com. Hons Economics Founder and Chairman Angela T. Stirpe President & COO Brendan T.N. Caldwell, B. Sc., M.A., CFA Director Senior Management Team Elizabeth Naumovski Vice President Marketing Morgan Pampe Vice President Trading Robert Allen Vice President &Chief Compliance Officer Sally Haldenby Haba Vice President Wendy Lockwood Vice President Portfolio Managers Tom Simopoulos, CFA Portfolio Manager Tony Ciero, CFA, CFP Vice President & Senior Portfolio Manager William Chin, MBA Portfolio Manager Varya Lapteva, CFA Portfolio Manager Investment Advisor & Executive Assistant Toronto Office Matthew Krucko-Moeller, MS Associate Portfolio Manager Investment Advisors Alexander Hutchison, RRC Investment Advisor Toronto Office Alexander Stirpe Investment Advisor Georgetown Office Andrew Scoon Investment Advisor Toronto Office Brandon De Assuncao Investment Advisor Toronto Office Brian McCreery Investment Advisor Toronto Office Cheryl Maloney CPA, CMA, CEA Investment Advisor & Certified Executor Advisor Oakville Office Celma Freitas Investment Advisor & Executive Assistant Toronto Office Chris Coderre Vice President & Investment Advisor Oakville Office Dora Di Manno Vice President & Investment Advisor Toronto Office Elena Juan Investment Advisor Toronto Office Fraser Ruth Investment Advisor Toronto Office Jennifer Kuta Business Development Analyst Toronto Office James Caldwell Vice President & Investment Advisor Niagara-on-the-lake Office John R. Kinsey Portfolio Manager Toronto Office Komal Chheda Investment Advisor & Administrative Assistant Toronto Office Liam Owen Investment Advisor Toronto Office Loraine Craig Administrative Assistant Niagara-on-the-lake Office Nicol MacNicol Portfolio Manager Georgetown Office Robert Goldberg Investment Advisor Toronto Office Robin Barstow Investment Advisor Toronto Office Ted Flanagan Investment Advisor Georgetown Office Terry Garcia, CIM, MBA Investment Advisor Oakville Office Vincent L. John Vice President & Investment Advisor Whitby Office
Cheryl Maloney
