As of September 15, 2023
MEET OUR OPERATING COMMITTEE
View the complete list of the Operating Committee members and their leadership roles across the firm.
Portfolio, Advisory & Management
Anna Chamely
Business Development Manager
Deborah Evans
Office Manager
Danielle Maingot
Manager - Client Portfolio
Andrew Charles
Manager - Client Portfolios
Frank Stone
Director - Business Development
Lezanne Leong Poi
Manager - Business Development
Research & Analytics
Nishad Seeraj
Investment Analyst
Jorome Cox
I.T Administrator
Eric Redhead
Senior Manager - Risk & Analytics
Christa Arneaud-Baker
Senior Accountant
Marketing & Client Care
Mazeeda Mohammed Basdeo
Wealth Officer
Anna Chamely
Business Development Manager
Danielle Maingot
Manager - Client Portfolio
Lezanne Leong Poi
Manager - Business Development
As of September 15, 2023
MEET OUR BOARD OF DIRECTORS
Learn more about each of the members on the firm’s board and their backgrounds.