Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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Leadership

MEET THE TEAM

Cardinal Point is proud to provide our clients with a team of experienced, multidisciplinary professionals, all of whom share a passion for creating long-term value for our clients

MEET THE TEAM

Cardinal Point is proud to provide our clients with a team of experienced, multidisciplinary professionals, all of whom share a passion for creating long-term value for our clients

James Sheldon

James Sheldon

Chairman & Co-Founder
Jeff Sheldon, Cardinal Point

Jeffrey Sheldon

Chief Executive Officer & Co-Founder
Sally Taylor

Sally Taylor

Chief Operations Officer
Matt Carvalho

Matt Carvalho

Chief Investment Officer
Matt Zeinty

Matthew Zienty

Chief Compliance Officer
Terry Ritchie, Cross Border Specialist

Terry Ritchie

Vice President, Private Wealth Manager
John McCord

John McCord

Vice President, Portfolio Manager
Chris Rawles Cardinal Point

Chris Rawles

Portfolio Manager
Spencer Tilley

Spencer Tilley

Portfolio Manager
Michael Hinterlong

Michael Hinterlong

Senior Portfolio and Trading Manager
Mary Daly

Mary Daley

Portfolio Manager
Kris Rossignoli

Kris Rossignoli

Cross-Border Tax and Financial Planner
Karen Rogers Sim

Karen Rogers Sim

Tax Manager
adema jeff

Jeffrey Adema

Portfolio Manager
Brad Flecke, Cardinal Point Wealth

Brad Flecke

Private Wealth Manager (US and Canada), In-House U.S. Immigration Counsel (US)
Jennifer Cardinal Point

Jennifer Strymecki

Private Wealth Manager
David Miller, Cardinal Point

David Miller

Portfolio Manager
Emma Yu He, Cardinal Point

Emma Yu He

Portfolio Manager
cp del zotto

Sarah Del Zotto

Associate Private Wealth Manager
Jason Dubbeldam, Trader Cardinal Point Wealth

Jason Dubbeldam

Portfolio Manager (Canada)
Curtis Glencross

Curtis Glencross

Business Development Strategist
Jeremy Kralt

Jeremy Kralt

Senior Operations Manager
copeland melanie cp

Melanie Copeland

Director of Client Relationships
Molly Gonsalves, Cardinal Point

Molly Gonsalves

Senior Client Service Manager
Maisha Chowdhury

Maisha Chowdhury

Client Service Manager

Chase Ritchie

Client Relationship Specialist
Amanda Porcelli

Amanda Porcelli

Client Relationship Specialist
Ryan Siegle Cardinal Point

Ryan Siegle

Client Relationship Specialist
Lauren CP

Lauren Gorai

Client Relationship Specialist