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.

James Sheldon

Chairman & Co-Founder

Jeff Sheldon

CEO & 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

Bud Pappas

Business Development Strategist

Lucas Wennersten

Cross-Border Financial Planner

Jeff Adema

Senior Financial Planner and Relationship Manager

Kris Rossignoli

Cross-Border Tax and Financial Planner

Melanie Copeland

Director, Client Services

Jeremy Kralt

Manager of Operation and Administration

Geoff Keith

Operations and Client Service Specialist

Sarah Del Zotto

Financial Service Associate

Katrina Florendo

Financial Service Associate