Our Leadership Team
Governance strength rests on the experience and accountability of our senior leadership team. This group is focused on setting strategy, ensuring rigorous oversight, and upholding the highest fiduciary standards. Decision-making authority is anchored in this streamlined, seasoned team, with David Picton serving as Ultimate Designated Person and final authority on key firm strategies and initiatives.
Get to know our team.
David Picton
President and CEO
Art Galloway
Chief Operating Officer
Dean Shepard, CFA
Chief Growth Officer
Catrina Duong
General Counsel
Leisha Roche
Chief Marketing Officer
Celeste Warren
Chief People & Culture Officer
Phil Potvin
Chief Sales Officer
Taha Jaffer, PhD
Chief Technology Officer
Rob Poole, CFA
Co-Head Equity Strategies, Head of Fundamental Equity Research
Jeff Bradacs, CFA
Co-Head Equity Strategies, Head of Portfolio Management & Trading
Robert Wilson, CFA, CAIA
Head of Innovation, Portfolio Strategist, 2ND ENGINE
Ahsan Ahmed
Chief Compliance Officer