Meet our leaders
Stone Owl’s leadership is comprised of several key entities, including the managing partner, the leaders of various offices and practices, and seasoned financial professionals. Together, they drive the strategic direction and operations of the organization.
Family Office

Carl Brodie
Managing Partner, Chief Financial Planner

David Wong
Managing Partner, Chief Business Development Officer & Head of Credit

Chloe Yao
Financial Advisor

Jenny Co
Financial Controller

Mia Zhang
Marketing & Events Coordinator

Tam-Lynn Coxworth
Admin Lead

Maria Chee
Operations Associate
Advisors

Randy Cheng
Real Estate Development Advisor

James Livingstone
Real Estate Investment Advisor

Daryl Faulkner
Insurance Planning Advisor
Strategic Partners

Pavan Aujla
Advisor

Martine Perron
Real Estate Debt Advisor

Gary Wong
Residential Real Estate Advisor

Melissa Wu
International Real Estate Advisor