Guided by Experience, Committed to You
At Raintree Wealth, our strength lies in the people behind our services, portfolios, and funds. From strategic investment leadership to operations and client care, our team collaborates to deliver institutional-grade solutions with a personalized touch.
Leadership & Investment Teams
Together, these individuals shape the investment direction and discipline that define the Raintree Wealth experience:
Peter Kinkaide, CFA
CEO & CIO
Jay Bhutani
President & COO
Victoria Kouzmichova
Vice President of Compliance, Chief Anti Money Laundering Officer
Colleen Springler, CPA
Vice President of Finance & Operations
Mac Orr, CFA
Director, Head of Products
Taigen Wolbeck, CFA
Senior Associate
Calum Magico, CFA
Portfolio Associate
Client Services & Operations
This team ensures your experience is seamless, secure, and responsive at each step:
Charlie Griffith
Head of Client Services
Dana Rogers
Senior Compliance Officer
Joyce Chua
Senior Operations Coordinator
Ashley Brady
Executive Assistant & Sales Coordinator
Rabia Junaidi
Office Administrator
Sowmya Sangam
Compliance Officer
Vartika Choudhary
Operations Specialist
Independent Portfolio Managers:
Sean Wilson, B.Mgt, CIM, CFP
Independent Portfolio Manager
Denis J Bisson, MBA, CFP, CIM, TEP
Independent Portfolio Manager
Lynn Trevisan, MBA, CIM
Independent Portfolio Manager
Michael Freeman, CIM
Independent Portfolio Manager
Private Wealth Managers:
Private Wealth Managers provide client relationship and service support as non-registrant members of the Raintree Wealth team, working closely with registered Portfolio Managers:
Jeremy Wiebe, CIM, CFP
Private Wealth Manager
Private Wealth Advisors:
Private Wealth Advisors connect investors to alternative investment opportunities in private equity, private debt, real estate, and more.
Your Partners in Wealth
At Raintree Wealth, investment solutions are only as strong as the people behind them. Our team brings together decades of experience in portfolio management, compliance, operations, and client care. What sets us apart is how we combine that expertise with a shared purpose: to put clients first.
Strategic Leadership
Our executives and portfolio managers design and oversee strategies rooted in discipline, research, and global perspective.
Operational Excellence
Our compliance, finance, and administration professionals ensure that details, big or small, are handled with precision and care.
Personalized Service
Clients are much more than an account to us. We listen, we respond, and we partner with you to align investments to your goals.
This integrated approach allows us to deliver robust solutions while maintaining the clarity, responsiveness, and personal attention of a boutique firm.
Connect & Engage
We believe the best relationships start with a conversation. Whether you’re an investor seeking clarity, an advisor exploring partnership, or simply curious about our approach, we welcome the opportunity to connect.
Request a Consultation
to see how we tailor strategies to your specific goals, values, and risk profiles.
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