Leadership

James Sheldon

CEO & Co-Founder

Jeff Sheldon

Principal & Co-Founder

Matt Carvalho

Chief Investment Officer

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

Casey Sloan

Cross-Border Tax and Financial Planner

Mary Daley

Senior Financial Planner

Jeff Adema

Senior Financial Planner and Relationship 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

Brianne Foley

Financial Service Associate

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