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, CFP
Managing Partner, Chief Financial Planner
David Wong
Managing Partner, Chief Business Development Officer & Head of Credit
Chloe Yao
Financial Advisor
Jenny Co
Financial Controller
Tam-Lynn Coxworth
Admin Lead
Ray Basi, LL.B., J.D.
Trust Officer
Itzel Soto-Herrera
Business Development Manager
Advisors
Cole Bailey, J.D.
Legal Advisor
Daryl Faulkner
Insurance Planning Advisor
Randy Cheng
Real Estate Development Advisor
James Livingstone
Real Estate Investment Advisor
Strategic Partners
Pavan Aujla
Advisor
Martine Perron
Real Estate Debt Advisor
Gary Wong
Residential Real Estate Advisor
