Meet Our Team

Our Specialists:

 

To learn more about each service, please click on either the names or team:

1. Portfolio Advisory Team

   • Please click here for the team's background

2. Financial Planning

   • ​​Rebecca Clark

3. Investment Fund Research

   • ​​Naveed Mohammed

4. Tax Planning

   • John Waters

   • ​​Dante Rossi

   • Linda Leung

5. Estate & Insurance Planning

   • ​​John Michael Durrant

   • Elizabeth Bozek

6. Private Banking

   • Marta Lapena

7. Trust Services

   • ​​David Tremblett

8. Charitable Giving

   • ​​Lydia Potocnik