The Northwood team has a broad range of backgrounds and experience, which gives us the depth and specialized skills to deal with the complexities of family financial issues. The years of experience and the professional designations and professions of origin of each of the Northwood professionals are found below.
Ekta Bhumri, CPA, CGA
Senior Manager of Finance and Operations
Operations
Experience: 10 years
Read Ekta’s Bio
Scott Dickenson, CFA, CFP, MBA
Director of Client Services
Client Management & Investments
Experience: 11 years
Read Scott’s Bio
Karen D’Souza, BBA
Manager of Trading and Operations
Operations
Experience: 27 years
Read Karen’s Bio
Scott Hayman, Co-Founder, CPA, CA, CFP, TEP
President and Head of Client Service
Principal
Experience: 37 years
Read Scott’s Bio
Andrew Jeffery, CPA, CA, CFP, CLU, CIM
Director of Client Services
Client Management & Investments
Experience: 11 years
Read Andrew’s Bio
Brad Jesson, CPA, CA, B.Com
Director of Client Services
Client Management & Investments
Experience: 10 years
Read Brad’s Bio
Sophia Kebede, CPA, MPAcc, B.Com
Associate
Client Management & Investments
Experience: 5 years
Read Sophia’s Bio
Elana Kimel, HBA, AA
Office Manager & Executive Assistant
Operations
Experience: 10 years
Read Elana’s Bio
Lorn Kutner, CPA, CA, CPA ITC, MBA
Tax Consultant
Client Management & Investments
Experience: 41 years
Read Lorn’s Bio
Barrett Lyons, CPA, CA, CFP, CIM
Vice President
Client Management & Investments
Experience: 15 years
Read Barrett’s Bio
Tom McCullough, Co-Founder, MBA, CIM, CIWM
Chairman, CEO and CIO
Principal
Experience: 39 years
Read Tom’s Bio
Mark Reynolds, BEng, MEng
Associate
Client Management & Investments
Experience: 5 years
Read Mark’s Bio
Russ Rodrigues, CFA/CIM, CIPM, MBA, BA
Director of Investments
Client Management & Investments
Experience: 14 years
Read Russ’s Bio
Viraj Samani, CPA, CA
Senior Associate
Client Management & Investments
Experience: 5 years
Read Viraj’s Bio
CC Shaver, CPA, CA, CFA
Vice President of Operations and Finance
Operations
Experience: 18 years
Read CC’s Bio
