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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

Ekta Bhumri, CPA, CGA
Senior Manager of Finance and Operations

Operations

Experience: 10 years
Read Ekta’s Bio

Sandra De Carolis

Sandra De Carolis, BA, JD
Vice President of Strategy and Development

Client Management & Investments

Experience: 12 years
Read Sandra’s Bio

Scott Dickenson

Scott Dickenson, CFA, CFP, MBA
Director of Client Services

Client Management & Investments

Experience: 12 years
Read Scott’s Bio

Karen D'Souza

Karen D’Souza, BBA
Manager of Trading and Operations

Operations

Experience: 28 years
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Eric Feltrin

Eric Feltrin, CPA, CA
Associate

Client Management & Investments

Experience: 5 years
Read Eric’s Bio

Monica Gray

Monica Gray
Director of Marketing and Communications

Client Management & Investments

Experience: 13 years
Read Monica’s Bio

Scott Hayman

Scott Hayman, Co-Founder, CPA, CA, CFP, TEP
President and Head of Client Service

Principal

Experience: 38 years
Read Scott’s Bio

Andrew Jeffery

Andrew Jeffery, CPA, CA, CFP, CLU, CIM
Director of Client Services

Client Management & Investments

Experience: 12 years
Read Andrew’s Bio

Brad Jesson

Brad Jesson, CPA, CA, B.Com
Director of Client Services

Client Management & Investments

Experience: 11 years
Read Brad’s Bio

Bana Khoury

Bana Khoury, B.Com.
Associate

Client Management & Investments

Experience: 5 years
Read Bana’s Bio

Elana Kimel

Elana Kimel, HBA, AA
Office Manager & Executive Assistant

Operations

Experience: 11 years
Read Elana’s Bio

Voyt Krzychylkiewicz

Voyt Krzychylkiewicz, CPA, CA, CFA, MBA
Vice President, Client Services

Client Management & Investments

Experience: 20 years
Read Voyt’s Bio

Lorn Kutner

Lorn Kutner, CPA, CA, CPA ITC, MBA
Tax Consultant

Client Management & Investments

Experience: 42 years
Read Lorn’s Bio

Lily Liu

Lily Liu, CIPM
Senior Analyst

Operations

Experience: 13 years
Read Lily’s Bio

Barrett Lyons

Barrett Lyons, CPA, CA, CFP, CIM
Vice President

Client Management & Investments

Experience: 16 years
Read Barrett’s Bio

Tom McCullough

Tom McCullough, Co-Founder, MBA, CIM, CIWM
Chairman, CEO and CIO

Principal

Experience: 40 years
Read Tom’s Bio

Marco Mussato

Marco Mussato, BEc
Senior Analyst

Operations

Experience: 3 years
Read Marco’s Bio

Nolan Pante

Nolan Pante, B.Com./BA
Senior Analyst

Operations

Experience: 20 years
Read Nolan’s Bio

Mina Rashid

Mina Rashid, B.Com
Senior Analyst

Operations

Experience: 5 years
Read Mina’s Bio

Mark Reynolds

Mark Reynolds, BEng, MEng
Associate

Client Management & Investments

Experience: 6 years
Read Mark’s Bio

Russ Rodrigues

Russ Rodrigues, CFA/CIM, CIPM, MBA, BA
Director of Investments

Client Management & Investments

Experience: 15 years
Read Russ’s Bio

Viraj Samani

Viraj Samani, CPA, CA
Senior Associate

Client Management & Investments

Experience: 6 years
Read Viraj’s Bio

Nicole Santos

Nicole Santos
Operations Coordinator

Operations

Experience: 7 years
Read Nicole’s Bio

CC Shaver

CC Shaver, CPA, CA, CFA
Vice President of Operations and Finance

Operations

Experience: 19 years
Read CC’s Bio

Matthew Sonier

Matthew Sonier, HBA
Trader

Operations

Experience: 11 years
Read Matthew’s Bio

Ryan Tapley

Ryan Tapley, CPA
Associate

Client Management & Investments

Experience: 6 years
Read Ryan’s Bio

Marko Ty

Marko Ty, BBA
Analyst

Operations

Experience: 3 years
Read Marko’s Bio

Eric Weir

Eric Weir, CFA, CFP
Executive Vice President

Principal

Experience: 19 years
Read Eric’s Bio

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