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OUR TEAM

Driving our commitment to clients and investment excellence.

 

Led by the firm’s founder, Randall Abramson, our experienced team of investment professionals is committed to helping our institutional and high net worth clients achieve their goals.

Our secret to success: the close collaboration between our Portfolio Management & Client Relations and Investment Management teams. Our team of Portfolio Managers draws on our internal investment management capabilities, delivering customized, world-class investment solutions. Our investment managers always have the end client in mind when developing new and innovative investment strategies.

 


OUR TEAM

Driving our commitment to clients and investment excellence.

 

Led by the firm’s founder, Randall Abramson, our experienced team of investment professionals is committed to helping our institutional and high net worth clients achieve their goals.

Our secret to success: the close collaboration between our Portfolio Management & Client Relations and Investment Management teams. Our team of Portfolio Managers draws on our internal investment management capabilities, delivering customized, world-class investment solutions. Our investment managers always have the end client in mind when developing new and innovative investment strategies.

 


Leadership

CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Senior Vice President, General Counsel

Adam Abramson, LL.B, CFA

Senior Vice President, General Counsel
Chief Compliance Officer

Sasha Rnjak

Chief Compliance Officer
Head of Research, Portfolio Manager

RJ Steinhoff, CFA

Head of Research, Portfolio Manager

Operations

Chief Compliance Officer

Sasha Rnjak

Chief Compliance Officer
Chief Financial Officer

Manchula Srikaruna, CPA, CGA

Chief Financial Officer

Portfolio Management and Client Relations

CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Portfolio Manager

Badar Shamim, CIM, CFP

Portfolio Manager
Portfolio Manager – Client Relationship Manager

Michelle Tatham, P. Eng., CFP

Portfolio Manager – Client Relationship Manager

Investment Management

CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Analytical Systems

Gil Levinson

Analytical Systems
Quantitative Developer

Shavayiz Malik

Quantitative Developer
Head of Research, Portfolio Manager

RJ Steinhoff, CFA

Head of Research, Portfolio Manager

Capital Advisory

Capital Advisory

Aaron D. Grande

Capital Advisory
Senior Corporate Advisor, Capital Advisory

Maury Krupp, CIM

Senior Corporate Advisor, Capital Advisory
Senior Corporate Advisor, Capital Advisory

Jai Persaud, CIM

Senior Corporate Advisor, Capital Advisory