Our Principals:

  • Danielle Park

    Danielle Park

    LL.B CFA CFP

    President, Portfolio Manager

  • Cory Venable

    Cory Venable

    CIM FSCI CMT

    Vice President, Portfolio Manager, Technical Market Analyst

Our Team:

  • Wendy McGean

    Wendy McGean

    CIM

    Administrative Assistant

  • Beth Duncan

    Beth Duncan

    CIM

    Senior Portfolio Assistant

  • Colleen McHale-Harvey

    Colleen McHale-Harvey

    CIM FCSI

    Senior Portfolio Assistant