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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

Client Experience

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


Diana Cuznetova
Chief Financial Officer
Alice Zhou