Sherry Zheng

Vice-President - Tax Services

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Jonah Ravel

Director - Cross Border Financial Planning

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Greg Tomkins

Vice-President – Investment Services & Lead PM

Derrick Thai

Cross Border Portfolio Manager

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Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Brad Hemphill

Senior Cross Border Financial Planner

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Samuel Levine

Senior Cross-Border Financial Planner

Van Chen

Senior Cross Border Financial Planner

Brandon Lapstra

Cross Border Financial Planner

Nancy Zheng

Director - Tax Services

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Casper Wong

Senior Manager, US Tax & Cross Border Technical Lead

Amandeep Kaur

Senior Cross Border Tax Associate

Nakeita McKnight-Monrose

Client Services & Operations Specialist

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Raeline Moreau

Operations & Onboarding Specialist

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Julia Wing

Client Services & Operations Coordinator

Kari Tavener

Compliance Specialist

Bryson Orth

Investment Associate

Ye Zhou

Senior Cross Border Tax Associate

Eve Zhang

Cross Border Staff Accountant

Ruby Wong

Cross Border Staff Accountant