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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.

Scott Dickenson

Scott Dickenson, CFA, MBA
Director of Client Services

Client Management & Investments

Experience: 11 years
Read Scott’s Bio

Karen D'Souza

Karen D’Souza, BBA
Manager of Trading and Operations

Operations

Experience: 27 years
Read Karen’s Bio

Eric Feltrin

Eric Feltrin, CPA, CA
Associate

Client Management & Investments

Experience: 4 years
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Scott Hayman

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

Principal

Experience: 37 years
Read Scott’s Bio

Andrew Jeffery

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

Client Management & Investments

Experience: 11 years
Read Andrew’s Bio

Brad Jesson

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

Client Management & Investments

Experience: 10 years
Read Brad’s Bio

Sophia Kebede

Sophia Kebede, CPA, MPAcc, B.Com
Associate

Client Management & Investments

Experience: 5 years
Read Sophia’s Bio

Elana Kimel

Elana Kimel, HBA, AA
Office Manager & Executive Assistant

Operations

Experience: 10 years
Read Elana’s Bio

Lorn Kutner

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

Client Management & Investments

Experience: 41 years
Read Lorn’s Bio

Lily Liu

Lily Liu, CIPM
Senior Operations Analyst

Operations

Experience: 12 years
Read Lily’s Bio

Barrett Lyons

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

Client Management & Investments

Experience: 15 years
Read Barrett’s Bio

Tom McCullough

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

Principal

Experience: 39 years
Read Tom’s Bio

Marco Mussato

Marco Mussato, BEc
Operations Analyst

Operations

Experience: 2 years
Read Marco’s Bio

Nolan Pante

Nolan Pante, B.Com./BA
Senior Operations Analyst

Operations

Experience: 19 years
Read Nolan’s Bio

Mark Reynolds

Mark Reynolds, BEng, MEng
Associate

Client Management & Investments

Experience: 5 years
Read Mark’s Bio

Russ Rodrigues

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

Client Management & Investments

Experience: 14 years
Read Russ’s Bio

Viraj Samani

Viraj Samani, CPA, CA
Senior Associate

Client Management & Investments

Experience: 5 years
Read Viraj’s Bio

Nicole Santos

Nicole Santos
Trading Administrator

Operations

Experience: 6 years
Read Nicole’s Bio

CC Shaver

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

Operations

Experience: 18 years
Read CC’s Bio

Ryan Tapley

Ryan Tapley, CPA
Associate

Client Management & Investments

Experience: 5 years
Read Ryan’s Bio

Bhawna Verma

Bhawna Verma, CPA, CA
Manager of Operations and Finance

Operations

Experience: 12 years
Read Bhawna’s Bio

Eric Weir

Eric Weir, CFA, CFP
Executive Vice President

Principal

Experience: 18 years
Read Eric’s Bio

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