Management Team

Investment Planning
February 25, 2017

Our Advisory Team

Arun Abey AM
Chairman and co-founder

Kristin Edmonds

George Johnston
Senior Financial Advisor

Murat Kilic

Our Investment Research Team

Jeff Rogers
Chairman of Investment Committee

Our Operations & Extended Team

Eric Gibson
Chief Operating/Financial Officer

John Edstein
Director & Special Counsel

Bernie Bolger
Consultant – Family Strategy