HALO
Director
J.P. Morgan
Vice President
State University of NY at Stony Brook
Lecturer and Assistant Professor
PwC
Manager
Bear Stearns
Managing Director, Co-head Wealth Management Services
501(c) 3
Investment Strategist
Credit Suisse
Director
RBC Wealth Management
Senior Vice President - Financial Advisor, Senior Portfolio Manager Group -Portfolio Focus
University of Toronto
Harvard University
University of Toronto - University College
