Management Team

Meet Our Executives

Our highly qualified team provides leadership based on their broad range of expertise and industry experience.  As an independent investment dealer dedicated to providing unbiased investment solutions, combined with unparalleled service, our Management Tearm shares these values.  From the top-down, ours is a culture of innovation, where new ideas are welcomed and encouraged.

  • Peter M. Deeb
  • Joe Pavao
  • Jason Mackey
  • Cheryl de Montigny