About / Our People

Experience.
Stewardship.
Vision.

Harbourfront Wealth’s leadership team brings 
together a depth of collective experience across 
wealth management, asset management, technology, and advisory services. Our mission: empower our advisors with the support, tools, and investment 
access they need to run their ideal practice—and elevate the client experience in the process.

Danny Popescu

Executive Team

Chief Executive Officer

Kim Thompson

Executive Team

President

Wade Cox

Executive Team

Chief Compliance Officer

Theresa Shutt

Executive Team, Office of the CIO

Chief Investment Officer

Zoheb Somani

Executive Team

Chief Financial Officer

Leonard Trigg

Executive Team, Willoughby Asset Management

Chief Technology Officer & President, Willoughby Asset Management

Jonathan Anderson

Leadership Team

VP, Strategic Delivery, Data & Platforms

Brent Gillis

Leadership Team

VP, Operations & Transitions

Giti Sepahi

Leadership Team

VP, Human Resources

Brian Mennis

Leadership Team

SVP, Head of Corporate Development

Paul Marion

Leadership Team

SVP, Wealth & Tax Planning/Learning & Development

Sylvanna Asia

Office of the CIO

Portfolio Manager

David Ferreira

Office of the CIO

Portfolio Manager

Paul Georgeopoulos

Office of the CIO

Portfolio Manager

Ian Goodman

Office of the CIO

Portfolio Manager

Abie Quayson

Office of the CIO

Portfolio Manager

Nicholas Swinton

Office of the CIO

Associate Portfolio Manager

Justin Van Dyk

Office of the CIO

Portfolio Manager

Julie Smulders

Willoughby Asset Management

Chief Operating Officer

Sundos Qadir

Willoughby Asset Management

Chief Compliance Officer & Director of Operations

Chris Anderson

HEPSI

National Insurance Manager

Women in wealth

We recognize that empowering women in wealth management is not just the right thing to do—it is fundamental to building a more dynamic, forward-thinking organization. This approach doesn’t just enhance our company culture; it drives better outcomes for our clients, sparks creative problem-solving, and ensures the company is robustly equipped for the challenges of tomorrow. We exemplify this through:

Our commitment

We’re committed to mentorship, internal promotion, and a merit-based culture of opportunity.

Our culture

We foster an environment that attracts female advisors who align with our client-first, performance-driven culture.

Our dedication

We champion diversity and inclusion. We believe representation at every level is essential to a stronger firm and better outcomes for clients.

Our belief

We help our female advisors connect, collaborate, and lead in their communities.

Women in leadership provide a great balance on an executive team, and a diversity of viewpoint that benefits the entire organization.”
— Kim Thompson, President, Harbourfront Wealth Management