Our Team
Putting your needs first takes a strong, cohesive team to do it right
Our Leadership Team
Matt Evans, CFA
President & CEO
With nearly 15 years in the financial services industry, Matt has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations.
See Full BioMatt Evans, CFA
President & CEO
Joelle Ritter, CFP®
VP, Wealth Management Client Solutions
For over 20 years, Joelle’s career has seen her work in a diverse range of roles, building on her experience and expertise in financial planning and client relations. She’s previously worked in wealth management and banking and held senior leadership roles in client experience, sales and marketing.
Joelle Ritter, CFP®
VP, Wealth Management Client Solutions
Scott Blair, CFA
Head of Research
Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.
Scott Blair, CFA
Head of Research
Loretta Carbonelli
Chief Compliance Officer
Earning a long list of titles, responsibilities and designations, Loretta’s more than 30 years in the financial services has seen her previously work with a variety of organizations, providing oversight in compliance, operations and human resources.
Loretta Carbonelli
Chief Compliance Officer
Linnea McKercher, CFA
VP, Portfolio Manager
Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.
See Full BioLinnea McKercher, CFA
VP, Portfolio Manager
Kevin Dehod, CIM®
President & CEO, CWB McLean & Partners
As a founding member of CWB McLean & Partners Wealth Management, Kevin has more than 25 years of investment management experience. He specializes in corporate strategy and team coaching, all while managing the wealth and finances for a limited client base.
Kevin Dehod, CIM®
President & CEO, CWB McLean & Partners
Our Team Leads
Linnea McKercher, CFA
VP, Portfolio Manager
Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.
See Full BioLinnea McKercher, CFA
VP, Portfolio Manager
Robert Bradburn, CFP®, CIM®, CLU®
AVP, Wealth Advisory Services
Robert’s background includes over 10 years of helping business owners with financial planning, which has helped specialize him in wealth preservation, risk management, wealth integration and retirement planning. He now leads the wealth advisory team, ensuring a consistent approach to advice and strategies to all wealth management clients.
See Full BioRobert Bradburn, CFP®, CIM®, CLU®
AVP, Wealth Advisory Services
Karen Nguyen
Director of Marketing
Karen’s role sees her leading all marketing and communications strategies for CWB Wealth Management and subsidiaries. Previously, she worked with CWB McLean & Partners, where she oversaw marketing and communications strategies and provided support in business development and culture initiatives.
Karen Nguyen
Director of Marketing
Praveen Thyagarajan, ACSI, CAIA
Manager of Operations
With over 10 years in the wealth management industry, Praveen has experience in providing oversight and governance on mutual fund operations, as well as knowledge of insurance products and advisory platform implementation for retail wealth. He is responsible for the management of the operations team, overseeing cash projections, settlements, reconciliations, client performance reporting and net asset valuations.
Praveen Thyagarajan, ACSI, CAIA
Manager of Operations
Our Wealth Advisory Services Team
Robert Bradburn, CFP®, CIM®, CLU®
AVP, Wealth Advisory Services
Robert’s background includes over 10 years of helping business owners with financial planning, which has helped specialize him in wealth preservation, risk management, wealth integration and retirement planning. He now leads the wealth advisory team, ensuring a consistent approach to advice and strategies to all wealth management clients.
See Full BioRobert Bradburn, CFP®, CIM®, CLU®
AVP, Wealth Advisory Services
Kim Stevens, CFP®, CLU®, CHS
Senior Planner
Kim’s more than 20 years in the financial service industry has given him extensive experience with life and living benefits insurance, including expertise with concepts and sales strategies, as well as tax and estate planning considerations.
See Full BioKim Stevens, CFP®, CLU®, CHS
Senior Planner
Jim Grant, CFP®, CIM®, FCSI®
Senior Planner
With nearly 30 years experience in the financial services industry, Jim has worked in each of the four pillars of the industry: banking, insurance, investments and estate & trusts. Jim has spent most of his career working with high net worth families, professionals, and business owners.
See Full BioJim Grant, CFP®, CIM®, FCSI®
Senior Planner
Amit Tewary, BComm.
Wealth Advisory Associate
Amit has over 15 years of industry experience helping high net worth clients and professionals with comprehensive financial and investment planning. He is currently working diligently to build his career as a financial planner.
See Full BioAmit Tewary, BComm.
Wealth Advisory Associate
Our Client Portfolio Management Team
Linnea McKercher, CFA
VP, Portfolio Manager
Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.
See Full BioLinnea McKercher, CFA
VP, Portfolio Manager
Orest Fialka, P.Geo, CFA
AVP, Portfolio Manager
Orest’s more than 25 years of experience in the financial services industry has helped develop his specialization in the energy (oil and gas) and materials (gold and mining) sectors. He previously worked in securities analysis, portfolio analysis and in private wealth management.
See Full BioOrest Fialka, P.Geo, CFA
AVP, Portfolio Manager
Guanzhi Ma, CFA
AVP, Portfolio Manager
Guanzhi specializes in minimizing risk and strategically protecting the total wealth of business owners and entrepreneurs. Using a professional process to identify risks, he’s able to manage and reduce any downside in his clients’ business assets and personal portfolio.
See Full BioGuanzhi Ma, CFA
AVP, Portfolio Manager
Richard Pearson, CFA
AVP, Portfolio Manager
Richard has more than 20 years of experience in the financial services industry. He previously worked in asset management, sales, marketing, private wealth management and portfolio analysis.
See Full BioRichard Pearson, CFA
AVP, Portfolio Manager
Ann Bawden, CIM®
AVP, Portfolio Manager
Ann has been a Licensed Portfolio Manager since 2015, the same year she earned her Chartered Investment Manager designation. Her experience in the wealth management industry includes previous roles in operations, trading, securities and asset management.
See Full BioAnn Bawden, CIM®
AVP, Portfolio Manager
Brett Phare, FMA, CFP®, CIM®, FCSI®
AVP, Private Wealth Specialist
With over 20 years of experience working in the private wealth industry, Brett deeply understands the intricacies of high-net-worth clients.
See Full BioBrett Phare, FMA, CFP®, CIM®, FCSI®
AVP, Private Wealth Specialist
Luke Siemens, BComm.
Associate Portfolio Manager
With over 2 years of experience in the commercial real estate industry, Luke has experience analyzing and recommending investment opportunities for his clients and executive management.
See Full BioLuke Siemens, BComm.
Associate Portfolio Manager
Our Research Team
Scott Blair, CFA
Head of Research
Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.
Scott Blair, CFA
Head of Research
Malcolm Jones, MBA, CFA
Portfolio Manager, Fixed Income
Malcolm has 25 years of experience in wealth management. He joined the CWB team in 2010 and now directs the analysis and execution of fixed income projects for Onyx Managed Solutions and Adroit Investment Method. Today, he manages more than 60 different client relationships with CWB Wealth Management.
Malcolm Jones, MBA, CFA
Portfolio Manager, Fixed Income
Liliana Tzvetkova, CFA
Portfolio Manager, Equities
Lilly has close to 10 years of experience in the investment management industry as an equity analyst and portfolio manager. She spent half of her career with CWB, where she oversees the Equity Portfolio with the Adroit Investment Method. Previously, she worked with Dundee Capital Markets and Industrial Alliance securities.
Liliana Tzvetkova, CFA
Portfolio Manager, Equities
Aliyah Khatri, CFA, FRM
Associate Portfolio Manager, Credit
Aliyah has over 12 years of credit risk management experience, and specializes in credit analysis and financial modeling. She has spent the last five years focused within the investment industry, working as an analyst for ICBC’s fixed income investment team. Her current role sees her analyzing companies for fixed income investment and monitoring economic trends.
Aliyah Khatri, CFA, FRM
Associate Portfolio Manager, Credit
Mark Maksymowych
Research Analyst, Equities
Mark completed his Bachelor of Commerce degree at the University of Alberta and is currently working through the Charted Financial Analyst program. He specializes in researching North American equities, including analysis of business models, financial metrics, management teams and growth potential.
Mark Maksymowych
Research Analyst, Equities
Connor Barth
Research Analyst, Equities
Connor graduated the University of Alberta with a degree in mechanical engineering. He worked for Canadian Natural Resources as a facility engineer, while working towards his CFA designation and also has experience working at a sell-side firm.
Connor Barth
Research Analyst, Equities
Mykel Samuel, MBA
Research Analyst, Reporting
Mykel spent his first year with CWB Wealth Management on our operations team as the Mutual Fund Administrator before moving to Research. His previous experience also includes private banking, asset management and executing fixed income and equity trades. His current role sees him reporting and trading for the money market, fixed income, and equity.
Mykel Samuel, MBA
Research Analyst, Reporting