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Our Team

Executive Team

Robert Rothenberg
CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager
Maria Ioannou
President & Chief Financial Officer
Maurice Pallone
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
Raj Pandher
CIM®, FCSI®
Chief Operating Officer
Christopher Mack
CIM®, FCSI®
Chief Compliance Officer

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