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
With nearly 15 years in the financial services industry, Matt has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group 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
Amanda Bateman, FMA, FCSI
Chief Compliance Officer
Amanda is a member of the senior leadership team at CWB McLean & Partners and is responsible for the firm’s regulatory compliance regime, ensuring we conform to the rapidly changing industry requirements, and implementing best practices for the management of our client's investments.
See Full BioAmanda Bateman, FMA, FCSI
Chief Compliance Officer
Lily Lau, CPA, CA
Chief Financial Officer
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
Chief Financial Officer
Ric Palombi, CFA
Director of Research
Ric provides leadership to the research team, oversees all mandates at CWB McLean & Partners, and is the portfolio manager for the firm’s international, fixed income and asset allocation strategies.
See Full BioRic Palombi, CFA
Director of Research
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
Operations Manager
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
Operations Manager