KENNETH MULDERS, CFA, is Chief Operations Officer and Chief Compliance Officer for R. N. Croft Financial Group Inc. He oversees and leads a team of Portfolio Managers and associated relationship managers to deliver superior, risk‐efficient discretionary investment...
CHRISTOPHER CROFT began his career with the Croft team in 2007 in the role of order entry and administrative support. He has played a key role in developing corporate policies and procedures designed to work within the firm’s legal and regulatory environment, as...
RICHARD N. CROFT has been in the securities business since 1975. Since February 1993, Mr. Croft has been licensed as an investment counselor/portfolio manager. Richard has written extensively on utilizing individual stocks, mutual funds and exchangetraded funds...
Jason is an accomplished sales and investment management professional . Previously he has been responsible for driving strategic arrangements using a consultative approach with financial advisors, mutual fund and investment dealers. Over Jason’s 28-year career...
Richard Orrell is a Portfolio Manager with Croft Financial Group (CFG) and a member of the Investment Review Committee (IRC). As a Portfolio Manager, Richard provides discretionary investment advice to individual and institutional clients on the Croft platform. In...
BO CHEW is Lead Portfolio Manager of Legacies Growth Fund which strives to produce strong returns with less risk than the benchmark from capital growth with a dynamic portfolio of 10 to 18 positions. The Fund generally utilizes an active swing trading approach to...
Jack Morris has over 30 years of experience as a financial planner.Jack is an advising representative with the Croft Financial Group.
ALEX BRANDOLINI joined R.N. Croft Financial Group Inc. in November 2013 as Research Associate and was promoted in July 2014 to the position of Associate Portfolio Manager. He has been in the industry for over eight years in various capacities, and brings with him a...
MARK MCADAM is a Portfolio Manager at R N Croft Financial, which he joined in 2013. Mr. McAdam is the Lead Portfolio Manager for the Croft Income Pool and serves as member of the Investment Review Committee, specialising in enhanced income and option strategies....
