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The Team
View profile of Douglas C. Brown
Chair, Governance
Douglas C. Brown
Co-Founder, President & CEO
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View profile of Mark A. Kinney
Chair
Mark A. Kinney, MBA, CFA®
Co-Founder & Chief Investment Officer
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View profile of David T. Lloyd
David T. Lloyd, CPA, CA
Co-Founder & Chief Wealth Management Officer
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View profile of J. David Cole
Vice Chair
J. David Cole, CFA®
Managing Director & Portfolio Manager
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View profile of Stephen R. Hafner
Stephen R. Hafner, CFA®
Managing Director & Portfolio Manager
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View profile of Michael Vanderburgh
Michael Vanderburgh, MBA, CFA®, CFP®
Managing Director & Portfolio Manager
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View profile of Andrew G. Thomson
Andrew G. Thomson, MBA, CFA®
Managing Director & Portfolio Manager
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View profile of Matt Reynolds
Matt Reynolds, CFA®, MFA-P™
Managing Director, Western Canada & Referral Network
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View profile of Daniel Girard
Daniel Girard, CFP®, CIMA®, CIM®
Managing Director & Portfolio Manager
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