Diane Bode
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...
get our regular market updates
monthly briefs and insights right to your inbox
Amy Martin
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
Having recently passed Level 1 of the CFA program from the CFA institute, Brian is one of our promising young Research Analysts.
Shilei (Freda) Chen
Motivated and innovative Actuarial and Financial Mathematics graduate with extensive academic training in financial modelling and data analysis techniques, Fredahas extensive experience in information gathering, creating analytical reports by using SQLite, Excel,...
