Leadership

Handshake and support

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

James Sheldon

Chairman & Co-Founder

Jeffrey Sheldon

Chief Executive Officer & Co-Founder

Sally Taylor, COO

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

j mccord

John McCord

Vice President, Private Wealth Manager

Jennifer Cardinal Point

Jennifer Strymecki

Director, Financial Planning and Client Service

rossi sandi

Sandi Rossi

Senior Portfolio Manager

Michael Hinterlong

Michael Hinterlong

Portfolio Manager

Mary Daly

Mary Daley

Portfolio Manager

sloan casey

Casey Sloan

Private Tax Manager

Kris Rossignoli

Kris Rossignoli

Private Tax Manager

Karen Rogers Sim

Karen Rogers Sim

Tax Manager

adema jeff

Jeffrey Adema

Private Wealth Manager

lucas

Lucas Wennersten

Private Wealth Manager

Brad Flecke

Brad Flecke

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

Renée Bellefeuille

Renée Bellefeuille

Private Wealth Manager

Nazia Rehmen, Trader

Nazia Rehman, CIM®

Trader

Jeremy Kralt

Jeremy Kralt

Client Relationship Specialist

copeland melanie cp

Melanie Copeland

Client Relationship Specialist

cp del zotto

Sarah Del Zotto

Client Relationship Specialist

Katrina Cardinal Point

Katrina Florendo

Client Relationship Specialist