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

Handshake and support

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

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

Portfolio Manager

Mary Daly

Mary Daley

Portfolio Manager

sloan casey

Casey Sloan

Cross-Border Tax & Financial Planner

Kris Rossignoli

Kris Rossignoli

Cross-Border Tax and Financial Planner

Karen Rogers Sim

Karen Rogers Sim

Tax Manager

adema jeff

Jeffrey Adema

Portfolio Manager

lucas

Lucas Wennersten

Portfolio Manager (U.S.)

Brad Flecke, Cardinal Point Wealth

Brad Flecke

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

David Miller, Cardinal Point

David Miller

Portfolio Manager

Renée Bellefeuille

Renée Bellefeuille

Private Wealth Manager

Nazia Rehmen, Trader

Nazia Rehman

Trader

Emma Yu He, Cardinal Point

Emma Yu He

Portfolio Manager

cp del zotto

Sarah Del Zotto

Associate Private Wealth Manager

Jeremy Kralt

Jeremy Kralt

Senior Operations Manager

copeland melanie cp

Melanie Copeland

Client Relationship Director

Katrina Cardinal Point

Katrina Florendo

Senior Client Relationship Manager

Maisha Chowdhury

Maisha Chowdhury

Client Service Manager

Molly Gonsalves, Cardinal Point

Molly Gonsalves

Client Relationship Specialist

Jared Navarro, Cardinal Point

Jared Navarro

Client Relationship Specialist

Chase Ritchie

Client Relationship Specialist

Amanda Porcelli

Amanda Porcelli

Client Relationship Specialist

Ryan Siegle Cardinal Point

Ryan Siegle

Client Relationship Specialist