Leadership Advisory Board
Vision, integrity, steadfast - key fundamental traits that are reflected in the experience and commitment of our leaders.
Stephen Murphy, MBA
Executive Vice President, Banking
Stephen leads all branch banking operations (personal and commercial), wealth management, real estate, equipment finance, CWB National Leasing, and specialized finance (corporate lending, CWB Maxium and CWB Franchise Finance).
See Full BioStephen Murphy, MBA
Executive Vice President, Banking
Matt Evans, CFA
President & CEO, CWB Wealth Management
Matt joined CWB Financial Group as a private wealth advisor more than a decade ago. Prior to assuming leadership for CWB Wealth Management in 2020, Matt held progressive leadership roles with CWB in corporate strategy, mergers and acquisitions, and investor relations.
See Full BioMatt Evans, CFA
President & CEO, CWB Wealth Management
Kevin Dehod, CIM®
President & CEO
As a founder of CWB McLean & Partners, Kevin Dehod was appointed CEO in January 2014. Passionate about providing wealth counsel to clients, Kevin still manages a limited client base in addition to advising on our corporate strategy. He is responsible for providing leadership and coaching to the firm’s teams.
See Full BioKevin Dehod, CIM®
President & CEO
Lily Lau, CPA, CA
VP, Finance
Lily joined CWB McLean & Partners in November 2007 and is a member of the senior leadership team. Lily is responsible for managing company financial risk and ensuring financial regulatory compliance.
See Full BioLily Lau, CPA, CA
VP, Finance
Loretta Carbonelli
Chief Compliance Officer
Earning a long list of titles, responsibilities and designations, Loretta’s more than 30 years in the financial services has seen her previously work with a variety of organizations, providing oversight in compliance, operations and human resources.
Loretta Carbonelli
Chief Compliance Officer
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Ric provides leadership to the research team as head portfolio manager for CWB Wealth Management’s international equities and alternative income.
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Karen Nguyen
Director of Marketing
Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.
See Full BioKaren Nguyen
Director of Marketing
Erica Gordon
Client Experience Manager
Erica is one of the original team members of CWB McLean & Partners and leads the Client Service Associate team in bringing to life exceptional service to our clients.
See Full BioErica Gordon
Client Experience Manager
Michelle Krusk
Senior Operations Manager, Client Solutions Support
With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency.
See Full BioMichelle Krusk
Senior Operations Manager, Client Solutions Support