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Leadership

James Sheldon

CEO & Co-Founder

Jeff Sheldon

Principal & Co-Founder

Dan Walkow

Chief Investment Officer & Portfolio Manager

Terry Ritchie

Director of Cross-Border Wealth Services

John McCord

Director of Private Wealth Services

Jennifer Strymecki

Director, Financial Planning Services

Marc Gedeon

Director of Cross-Border Tax Services

Sandi Rossi

Portfolio Manager

Jeremy Kralt

Manager of Operation and Administration

Melanie Copeland

Director, Client Services & Relationship Manager

Carlo Palazzo

Financial Planner & Relationship Manager

Geraldine Cornwall

Senior Tax Specialist

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Legal and Compliance

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.