Our Team
Meet Our Team
Our team brings together decades of financial, strategic, and operational expertise. With a shared commitment to excellence and innovation, we lead with integrity to guide our clients through every stage of wealth creation and growth.
James Whitman
Chief Executive Officer
James is a veteran finance executive with over 18 years in investment banking, corporate strategy, and portfolio management. He has led large-scale financial operations and multi-market investment initiatives across North America and beyond.
Daniel Brooks
Managing Partner, Corporate Banking
Daniel brings more than 15 years of expertise in corporate banking and institutional finance. He has advised Fortune 500 companies on liquidity management, debt structuring, and business expansion financing.
Michael Carter
Head of Investment Strategy
Michael is an accomplished strategist with over a decade of experience in global markets and portfolio optimization. His data-driven approach supports clients in navigating market volatility and achieving long-term growth.
Emma Harper
Director of Wealth Advisory
Emma has spent the past 12 years helping individuals and families protect and expand their wealth through tailored advisory, estate planning, and generational transfer strategies. Her client-first mindset makes her a trusted advisor to many.