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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). 

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Stephen 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.

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Matt 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.

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Kevin 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.

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Lily 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.

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Ric 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.

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Karen 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.

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Erica 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.

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Michelle Krusk

Senior Operations Manager, Client Solutions Support