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

Casey Sloan

Cross-Border Tax and Financial Planner

Jeremy Kralt

Manager of Operation and Administration

Melanie Copeland

Director, Client Services & Relationship Manager

Carlo Palazzo

Financial Planner & Relationship Manager

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