The Core Group
Alex Sugar, CFP®
Managing Director - Private Wealth Advisor, Institutional Consulting GroupGraham O'Kelly, CFA
Financial AdvisorGrant DeVaul
Senior Vice President - Private Wealth Advisor, Senior Portfolio Manager - Portfolio FocusAlex Davis
Senior Vice President - Private Wealth Advisor, Senior Portfolio Manager - Portfolio FocusGreg Kelley
Associate Vice President - Financial Advisor , Private Wealth AdvisorTricia Gallagher
Associate Vice President, Associate, Business SeniorSheila Golden
Senior Registered Client AssociateAnnie Tse
Investment AssociateLindsey Caputa
Registered Client Associate