Meet Our Team

Anthony

Anthony Baum

CEO
Mark Serry

Mark Serry

Director

Paul Sharkey

Paul Sharkey

Director
Christian Jarrad

Christian Jarrad

Director

Brendan Waller

Brendan Waller

Chief Investment Officer
Tim Arbon

Timothy Arbon

Partner
Sergei-Gobets

Sergei Gobets

Portfolio Manager
Fred Straus

Fred Strauss

Investment Committee Chair
Mark Michaelmore

Mark Michelmore

Consultant - Investments
Angela

Angela Taddeo

Client Service Manager
Zoe de Jong

Zoe de Jong

Senior Manager
Hayley-Renson

Hayley Renson

Data & Transaction Specialist
William V

William Vuong

Senior Associate Adviser
William Chiv

William Chiv

Associate Adviser
Wendy-Lam

Wendy Lam

Associate Adviser
Sarah-Cox

Sarah Cox

Consultant
Declan-Freeman

Declan Freeman

Paraplanner
Samuel-Francis

Samuel Francis

Anaylst
Ben-Darrou

Ben Darrou

Client Service Associate
Marissa

Marissa Crinis

Client Service Associate
Sarah Sabra

Sarah Sabra

Client Service Associate
Charlie-Baum

Charlie Baum

Administrative Assistant
Alex-Nowak

Alex Nowak

Portfolio Services Administrator
Aranka

Aranka Knight

Receptionist