Management and Operations Team

  • Kevin Cohen, JD, MBA

    Founder, Director, and General Counsel

  • Leslie Michaels, MBA

    Shareholder and Advisor

  • Jonathon Botrie, CFA

    President

  • Karen Luprypa, CFA

    Director of Compliance

  • Kristen Kodric, BMOS

    Compliance Manager

  • Lyndsay Shipcott, BCom

    Compliance Analyst

  • Hetansh Parikh, BAFM

    Investment Operations and Research Associate

  • Susanne Gilbert, CPA, BMOA

    Accounting Associate

  • Saran Sritharan, BA

    Investment Management and Business Development Associate