CLIENT PORTFOLIO MANAGEMENT
Our Client Portfolio Managers develop an investment strategy that is unique to you, reflecting your return objectives and risk tolerances. They ensure the portfolio is properly positioned to achieve your long-term goals.
As a founder of CWB McLean & Partners, Kevin Dehod was appointed CEO in January 2014. Passionate about providing wealth counsel to clients, Kevin still manages a limited client base in addition to advising on our corporate strategy. He is responsible for providing leadership and coaching to the firm’s teams.FULL BIO
As a portfolio manager, Russ draws on his years of experience and professional network to help our clients properly align their portfolio to their goals and objectives, and serve as a sounding board for broader wealth issues.FULL BIO
Tom Stachiw joined our Client Portfolio Management team in August, 2017. Tom works directly with our clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals.FULL BIO
Matt joined the Client Portfolio Management team in October 2016. His responsibilities include managing client relationships, designing and implementing investment policy statements (IPS), managing the overall asset allocation in the client portfolios and developing new client relationships for the firm.FULL BIO
Anna joined CWB McLean & Partners as an Associate in August 2019. Anna has a meticulous approach to portfolio management and is ingenious in providing exceptional client service. She has completed all three levels of the Chartered Financial Analyst designation.FULL BIO