About Us

Location

Meet Our Team

Patrick Callaghan

Managing Director – Investment Officer
Senior PIM Portfolio Manager


Stanford Slovin

Managing Director – Investment Officer
Senior PIM Portfolio Manager


Jonathan Neuman, CFP, ChFC, AIF

Managing Director – Investment Officer
Senior PIM Portfolio Manager


Alan Fishman, CFP

Senior Vice President – Investment Officer
PIM Portfolio Manager


Chin-Hui (Lisa) Su

Senior Vice President – Investment Officer
Financial Advisor


Irene Kapusciarz

Senior Registered Client Associate
Vice President


Lorrie Zajczenko

Senior Client Associate


Isabelle Rooney

Client Associate


Jaime Fredman

Senior Registered Client Associate


Why Invest With Us

Why Invest With Us

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