We approach every client relationship with a unique and invigorating perspective, coupled with an unwavering energy that inspires action. Our commitment to teamwork, trust, and an open-mindedness towards differing opinions creates an environment where clients can concentrate on their potential opportunities, enhance their capabilities, and ultimately succeed in shaping the future.
Together, we achieve remarkable results that transcend the boundaries of what is currently achievable and unlock the true potential of our clients’ visions.
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.
Executive Team
Carl Brodie
Managing Partner, Chief Financial Planner
David Wong
Managing Partner, Chief Business Development Officer & Head of Credit
Brianna Martyn
VP of Business Development
Advisor Team
Carl Brodie
Managing Partner, Chief Financial Planner
David Wong
Managing Partner, Chief Business Development Officer & Head of Credit
Chloe Yao
Financial Advisor
Pavan Aujla
Private Debt Advisor
Corinne Schindler
Real Estate Debt Advisor
Roopy Burmy
Commercial Real Estate Advisor
Nick Laxton
Portfolio Advisor
Nathalie Rees
Strategic Advisor
Gary Wong
Residential Real Estate Advisor
Melissa Wu
International Real Estate Advisor
Randy Cheng
Real Estate Development Advisor
James Livingstone
Real Estate Investment Advisor
Client Operations
Brianna Martyn
VP of Business Development
Chloe Yao
Financial Advisor
David Bain
Compliance & Underwriting Associate
Mia Zhang
Business Development Specialist
