Asset Management
The asset management team is responsible for developing, implementing and guiding the overall investment philosophy and thought leadership of the firm’s investment offering to clients. The team is charged with development and continuous improvement to the firm’s separate account offerings, multi-manager wrap accounts, fund of funds and other innovative investment solutions.
The asset management team works closely with our advisors to develop simple processes and forward-thinking, personalized portfolio solutions.
Sam Pelletieri, Chief Investment Officer¹
Nestor Theodorou, Portfolio Manager¹
Tanya Bird, Product Management¹
Shaun Hauser, Operations¹
Ed Collins, Portfolio Manager¹
John Cameron, Associate Portfolio Manager¹
We also provide third-party asset management services through our agreements with One Capital Managment and Barlow Captial Management Inc., which gives clients access to unique and sophisticated investment solutions they may not be able to access elsewhere.
For more information on our third-party asset management services, please visit:
One Capital Management
Barlow Capital
¹ Upon Regulatory approval.