Our People Are Our Greatest Asset
We set high standards for ourselves, our clients, and our industry.
Executive Team
Mo Lidsky
Chairman and Chief Executive Officer
Toronto
Mark Roth
Principal, Chief Compliance Officer & Chief Risk Officer
Toronto
Andrew Doman
Principal, Chief Operating Officer
Toronto
Alex Da Costa
Principal, Chief Investment Strategist
Dijana Ebach
Principal, Chief of Staff
Toronto
Roy Bernhard
Chief Information Officer
Toronto
Jeremy Levy
Chief Growth Officer
Toronto
Management Team
Betty Alemayehu
Associate Product Manager
Toronto
Lauren Archer
Senior Adviser
New York
Irum Awan
Senior Project Manager
Toronto
Dana Cardozo
Risk & Compliance Manager
Toronto
Jaques Clariond
Head of Global Advisory & Senior Adviser
New York
Bailey Cochrane
Manager of Corporate Development
Toronto
Jacob Darlington
Consultant
Toronto
Megan Duncan
Consultant
Toronto
John Durfy
Senior Consultant
Toronto
Wayne Edelist
Senior Consultant
Toronto
Aryeh Ehrentreu
Senior Manager of Digital Marketing
Toronto
Joel Ferkul
Director of Information Technology
Toronto
Peter Fink
Managing Consultant
Toronto
Adrianna Garisto
Operations Team Lead
Toronto
Jim Geoghegan
PM, Head of External Managers
Toronto
Mussie Hailu
Consultant
Toronto
Aditi Jetly
Senior Consultant
Toronto
Dan Lavallee
Senior Consultant
Toronto
Deborah Lee Chang
Senior Consultant
Toronto
Isaac Lempriere
PM, External Managers
Montreal
Nancy Marshall
Managing Consultant & Head of Family Office Solutions
Toronto
Ji-A Min
Learning & Development Manager
Toronto
Rebecca Nicholson
Foundation Director and Wellness Advisor
Toronto
Cameron Piening
PM, External Managers
Toronto
Mikhail Pozdniakov
Head of Operational Due Diligence
Toronto
Zarlasht Roeen
Client Service Team Lead
Toronto
Ginger Rothenberger
Director of Finance
Toronto
JP Shallow
Director of Operations
Toronto
Angela Smith
Senior Consultant, Family Office Solutions
Saskatoon
Sylvia Solit
Founder, The Prime Process
New York & Miami
Jamie Spinner
Managing Consultant & Principal
Toronto
Steve Theriault
Senior Consultant
Toronto
Chris Tsoromocos
Head of Prime Quadrant Partners
Vancouver
Terry Vaughan
Managing Consultant & Principal
Toronto
Trish Wilson
Consultant, Family Office Solutions
Toronto
Patty Zemlanicky
Senior Adviser
New York
Analysts & Associates
Sharlene Ackerl
Senior Private Client Associate
Toronto
Aryan Aggarwal
Operations Associate
Toronto
Jakob Baigrie
Private Client Associate
Toronto
Nevenka Camovic
Accountant
Toronto
Lachlan Carmichael
Private Client Associate
Toronto
Luc Coulombe
Private Client Associate
Toronto
Paolo Dela Cruz
IT Support Technician II
Toronto
Myles De Castro
Private Client Associate
Toronto
Kiran Dembla
Client Onboarding Associate
Toronto
Jeffrey Du
Senior Private Client Associate
Toronto
Kyle Edmonds
Private Client Associate
Toronto
Ashley Faintuch
Executive Assistant & Communications Associate
Toronto
Asad Fazla
Associate Consultant
Toronto
Amy Hambly
Executive Assistant
Toronto
Nina Hamidi
Client Service Associate
Toronto
Souha Hammoude
Office Administrator
Toronto
William Haynes
Associate Consultant
Toronto
Kristopher Hymovitch
Product Owner
Toronto
Anna Ivanova
Senior Operations Associate
Toronto
Ben Kofsky
Senior Private Client Associate
Toronto
Rashmi Krishnamohan
Data Reporting Associate
Toronto
Kerim Kutay
Private Client Associate
Toronto
Will Leckey
Associate Consultant, Family Office Solutions
Toronto
Shirley Li
Operations Business Process Analyst
Toronto
Joey Li
Associate Consultant
Toronto
Michelle Liang
Associate Consultant
Toronto
Dennis Ly
Senior Investment Analyst
Toronto
Mujahid Masood
Associate Consultant
Toronto
Karly Miculis
Assistant Controller
Toronto
Brandon Miranjie
Senior Private Client Associate
Toronto
Tara Moreiko
Associate, Family Office Solutions
Toronto
Gitti Naseri
Client Service Associate
Toronto
Michael Ochakovsky
Operations Associate
Toronto
Prarthana Pradeep
Investment Associate
Toronto
Emma Rakshit
Private Client Associate
Toronto
Khaled Shaaban
Senior Full-Stack Developer
Toronto
Owen So
Private Client Associate
Toronto
Quentin Stikkers
Associate Consultant
Vancouver
Wiki Su
Associate Consultant
Toronto
Kate Sullivan
Private Client Associate
Toronto
Tom Sutey
Associate Consultant
Toronto
Janet Taylor
Associate, Family Office Solutions
Toronto
Eliana Tizel
Toronto
Yonal Udagedara
Private Client Associate
Toronto
Daniela Varela
Client Service Associate
Toronto
Jack Wang
Private Client Associate
Toronto
Jolene Watkin
Associate
Toronto
Sofia Zuniga
Associate Consultant
Toronto
Advisory Board
Brian Shaw
Advisory Board
Toronto
Richard Boxer
Advisory Board
Toronto
Guy Burry
Advisory Board
Toronto
Davee Gunn
Advisory Board
Toronto
Bill Moir
Advisory Board
Toronto
Chiko Nanji
Advisory Board
Toronto
Lionel Robins
Advisory Board
Toronto
Ian Rosmarin
Chairman Emeritus
Toronto
Walied Soliman
Advisory Board
Toronto
Larry Torkin
Advisory Board
Toronto
Debbie Weinstein
Advisory Board
Toronto