Meet Our

Management Team

Jonathon A. L. Gold
Jonathon A. L. Gold

President / Portfolio Manager

B. Comm., CIM, FCSI, DMS, CFA

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George Wu
George Wu

Senior Vice President & Chief Compliance Officer / Portfolio Manager

CFA, MBA

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Marc D. Lupicki
Marc D. Lupicki

Chief Financial Officer / Portfolio Manager

B. Comm., CIM, CPA, CA

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Joel Shackleton
Joel Shackleton

Vice President, Business Development / Associate Portfolio Manager

CIM

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Marisa Pazder
Marisa Pazder

Associate Portfolio Manager

CIM

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Stephanie Smith
Stephanie Smith

Manager, Administration

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Savannah Thompson
Savannah Thompson

Associate, Client Experience

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