Marlon is responsible for client service, client relationship management, and business development for high net worth families and family offices.

Prior to joining Ullman Wealth Management, Marlon worked at one of Canada’s leading boutique wealth management firms for seven years. During that time, Marlon focused on client service, portfolio and risk management, and business development for high net worth investors.

Marlon is a Chartered Investment Manager and received his Bachelor of Business Administration from the Schulich School of Business. He is a member of the EmPowered Committee as part of Parkinson Canada, focused on propelling Parkinson’s awareness and fundraising for the organization.

Craig is responsible for portfolio construction, security research and model development.

Prior to joining Ullman Wealth Management, Craig worked for one of Canada’s leading independent equity research firms, implementing and researching factor-based investing strategies and providing investment consulting services for institutional and retail money managers. He advised many of the largest institutions in the country and has seen factor investing transform the way they manage assets – helping to build more robust, better diversified portfolios with the potential for seeking outperformance and reducing risk.

Craig is a Chartered Financial Analyst (CFA) charter holder and received his Bachelor of Business Administration and his Bachelor of Science from Wilfrid Laurier University.

Jonathan is responsible for portfolio trading and operational strategy.

Prior to joining Ullman Wealth Management, Jonathan worked for one of the largest banks in Canada where he gained significant experience in personal finance and trade execution. He also led the establishment of the Business Process Management practice within the firm’s Direct Investing arm, responsible for standardizing and streamlining operational efficiency across the business segment.

Jonathan graduated from the University of Toronto with a Bachelor of Arts in Economics & Political Science.

Alon is responsible for supporting our portfolio managers in the construction and monitoring of diversified investment portfolios and in the preparation and communication of investment presentations and client proposals. In this role Alon helps bring clarity and transparency to clients on investment strategies and ongoing portfolio management.

Alon earned his Bachelor of Arts in Business and Economics and in Sociology from Wilfrid Laurier University. He has also completed the Canadian Securities Course and is working towards his Certified Financial Planner designation. Alon is fluent in English and Russian.

Emma is responsible for supporting our operations and asset management teams. In this role Emma is involved in client onboarding, account administration, and cash management. She also monitors and reports on portfolio trading activities and facilitates private investments.

Prior to joining Ullman Wealth Management, Emma worked in the client administration group at one of Canada’s leading boutique wealth management firms.

Emma obtained her Bachelor of Arts in Philosophy and Anthropology from Concordia University.

Mark is responsible for assisting our clients in ensuring that their tax, estate and financial affairs are tax efficient, optimized and in order.

Prior to joining Ullman Wealth Management, Mark was a partner with BDO LLP, a national accounting firm. Mark has over 30 years’ experience providing accounting, income tax, and wealth management advice to high net worth individuals and private business owners.

Mark is a Chartered Professional Accountant (CPA, CA). He is the author of the book Let’s Get Blunt About Your Financial Affairs, and has been quoted and interviewed on financial and taxation issues by The Globe and Mail, Financial Post, CBC, Toronto Star, and other media. Mark has presented papers and spoken on business and taxation matters for numerous professional organizations.

Arjun is responsible for data driven operational analytics along with administrative and portfolio management workflows.

Prior to joining Ullman Wealth Management, Arjun worked for one of the largest banks in Canada where he gained experience in their private wealth division. He has also worked at a boutique investment bank where he gained experience in investment research and analysis, and at a multinational logistics and cash management firm where he was engaged in financial and operational analytics.

Arjun graduated from the University of Toronto with a Bachelor of Commerce specializing in Finance and Economics.

James is responsible for conducting market research, helping to drive strategy and idea generation, while also assisting our portfolio managers with trading operations.

Prior to joining Ullman Wealth Management, James was a trader and senior analyst at an arbitrage-oriented Canadian hedge fund. He was responsible for creating and executing several different trading strategies, including fixed income, cryptocurrency, and small-cap Canadian industrials. Prior to that, James was an Infantry Officer in the United States Army, retiring at the rank of Captain.

James graduated from the United States Air Force Academy with a Bachelor of Science in Industrial Management.

Harrison is responsible for initial base-line analysis and general market research.

Harrison graduated from Queen’s University with a Bachelor of Arts in Economics.