Directory
DK
Donald Klotter
Managing Director, CEO of EFG Asset Management (North America)
CC
Charles J. Batchelor, CFA
Co-Founder & Chief Investment Officer - Equity
HS
Harry Sardanis
Founder
RC
Ryan Wheeler, CFA
Chief Investment Officer
JK
Jordan Kahn
Chief Investment Officer
BD
Bob Dean
Co-Owner
RR
Robert Rosenbaum
Founding Member
RK
Rona Kennedy
Chief Financial Officer, Chief Compliance Officer
TB
Thomas Brunet
Founder - Managing Partner
AB
Andrew Bathija
Co-Founder & Executive Vice President
DM
Devin McComb
Chair, Finance & Asset Management Committee
RQ
Robert F. Quintero
Chairman/ CEO (Licensed Real Estate Broker)
SR
Shannon W. Rawls
Chairman
MP
Michael Pakko
Chair
AS
Alicia Samolis
Partner and Chair of the Labor & Employment Practice
LC
Leslie Cousineau
Chairman
JC
Juliana Clark
Productivity & Wellness Chair
DS
Deanna S.
Chair
AC
André Turcotte TEC Chair, Coach-leaders
Master Chair - CEO Professional Advisory Boards, Canada Red Shoes Award, Canada Bob Nourse Award
PS
Paniz Salehi
Chairperson
LW
Lauren Wosje
Recruitment Chair
MS
Maya Scholder
Standards Chair
JB
Jack Douglas Beckley
Chairman
SS
Sandra J. Shime
Alternate Chair
TC
Tracy Campbell
Chair Support Advisor