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Who We Are

President’s Message

Team

Our Partners

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John Fisher, CPA, CA, CBV, CFA, MBA

President and Chief Investment Officer

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Mark Yestrau, CFA

Vice President, Client Wealth Management

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Tom Felkai

Tom Felkai, CA CPA

Chief Financial Officer

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Boyan Lepoev, CFA, MFin

Vice President, Investments

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Michael Harber, CFA

Vice President, Investments

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Steven Bain

Steven Bain, CPA, CFA, MBA

Investment Analyst

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Eric Yip, CPA, CMA

Manager, Finance & Operations

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Reshmi Mitra-Marshall

Client Services Associate

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Stephanie Charette-Kremer

Managing Director, Business Development

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