WHO WE ARE

We’ve taken comprehensive wealth management to a new level. 

WHO WE ARE

We’ve taken comprehensive wealth management to a new level. 

WHO WE ARE

We’ve taken comprehensive wealth management to a new level. 

We have all the bases covered: highly-personalized portfolio management; whip-smart long-term strategizing; rock-solid tax planning; and a network of the best and brightest in every field that will cross your path. Questions about your plan? Wondering about the economy? All you have to do is call.

Head Shot of Paul Harris

Paul Harris

Portfolio Manager

Paul has over 30 years of experience of investing on both Wall St. and Bay St. (and it shows).

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Head shot of Stephanie Douglas

Stephanie Douglas

Portfolio Manager

What sets Stephanie apart is her ability to listen intently and truly understand her clients’ needs.

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Anita Hlibczuk

Senior Analyst

Anita brings a wealth of US-based analyst and fund management experience to Harris Douglas. 

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Head shot of Leslie Teicholz

Leslie Teicholz

Senior Analyst

Leslie, a graduate of Stanford, has managed equity funds in both New York and London.

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Advisory Board

Head Shot of Christina Eaton

Christina Eaton

Christina has led teams at TD Asset Management and Franklin Templeton.

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Head Shot of Rocky Zannella

Rocky Zannella

A managing director with over three decades of experience at Bank of America.

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Barbara Lockhart

A 25-year veteran, Barb lends us in-depth knowledge of finance, legal and compliance.

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Our Relationships

Paul Roberts

Paul Roberts

As a senior partner at Lipton LLP, Paul manages accounting, income tax and consulting engagements at the firm.

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Aly Virani

Aly Virani

Aly provides solutions for complex personal matters in the areas of Wills and Estates and Family Law at Blaney McMurtry LLP.

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