Our Team

Portfolio Management & Advisors

Bill Dickie
Portfolio Manager, Board Director, Vice Chairman
Jason Vincent
President & Chief Operating Officer, Board Director
Trevor Galon
Chief Investment Officer, Board Director
Anil Tahiliani
Senior Portfolio Manager
James Cook
Portfolio Manager
Nasrat Muradi
Analyst/Trader

Client Experience

Lindsay Bryant
Manager Client Experience
Jaime Morin
Chief Compliance Officer & Client Associate
Lee-Ann Morrish
Client Associate

Operations

Diana Cuznetova
Chief Financial Officer
Alice Zhou
Accountant