Brie is an accomplished client service specialist who excels in providing personalized back office services to clients and advisors in the wealth management industry. With over 10 years of experience, Brie has a proven track record of building strong client...
Diane's key strengths include the ability to achieve maximum gains in client satisfaction and cost control. Adaptable, thriving in an environment of challenge and change, she works tirelessly to ensure CFG is operating...
Amy is an Integrated Wealth Management Coordinator with a comprehensive background in Accounting, Taxation, and Economics. In her role, Amy serves as a pivotal link between clients, advisors, and financial services specialists, ensuring a seamless and efficient...
Brian McAree serves as an Associate Portfolio Manager at Croft Financial Group (CFG), bringing valuable expertise to the Investment Review Committee (IRC). In his role, Brian collaborates closely with the Portfolio Management team to deliver discretionary...
Motivated and innovative Actuarial and Financial Mathematics graduate with extensive academic training in financial modelling and data analysis techniques, Freda has extensive experience in information gathering, creating analytical reports by using SQLite, Excel,...
