Our Team

Our team comprises experienced financial and investment management professionals who offer tailored wealth management solutions for clients.

Investment Management Committee

Peter Kinkaide, CFA

Peter Kinkaide, CFA

CEO & Chief Investment Officer

Jay Bhutani

Jay Bhutani

President & COO

Denis J Bisson, MBA, CFP, CIM, TEP

Denis J Bisson, MBA, CFP, CIM, TEP

Independent Portfolio Manager

Sean Wilson, B.Mgt, CIM, CFP

Sean Wilson, B.Mgt, CIM, CFP

Independent Portfolio Manager

Michael Freeman

Michael Freeman

Portfolio Analyst

Client Services

Edita Sehic

Edita Sehic

Senior Investment Administrator

Ashley Brady

Ashley Brady

Investment Administrator

Colleen Springler

Colleen Springler

Vice President of Finance & Operations