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Our People

Our people are our most valuable resource. They have the skills and expertise to ensure that we deliver on our commitment to our clients, foster enduring client relationships and grow our business.

That’s why we employ the brightest minds in the business and provide an opportunity for them to become stakeholders of the firm. We cultivate an atmosphere of team work in which mutual respect is paramount.

Select department below to view team members:


Indigenous Communities

  1. Jeffrey Young, MBA, CFA, Managing Director, Private Client Group
  2. Steven Smith, CFA, Vice President, Private Client Group
  3. Craig Auwaerter, MBA, CFA, Vice President, Client Service & Business Development
  4. Nancy Chew, Vice President, Client Service & Business Development
  5. Simon Phillips, CIM, Associate Portfolio Manager, Private Client Group