staff

Our people are all here because they believe in what we do – each with their own story about why our mission matters to them. Please get to know our team.

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Priya Sharma

Senior Administrative Associate

My passion is to set others up for success. Working with the Relationship Leads and the families they serve, I have the opportunity to do this every day. It is an honour and a privilege to be working with the dedicated, passionate, and sophisticated professionals at Grayhawk. As someone who values client relationships and family above all else, there is no place I’d rather be.

Priya Sharma is the Senior Administrative Associate primarily working with Grayhawk’s Ontario-based Relationship Leads, Roxana Tavana and Julie Cowan. Priya supports the Relationship and Senior Leadership Teams by liaising with Grayhawk’s clients, providing administrative support, assisting with strategic initiatives, and actively implementing streamlined processes.

Priya has over 13 years’ administrative experience including 5 years at RBC, where she was encouraged to pursue a career in senior level support. Most recently, Priya was an Executive Assistant at a leading wealth management firm where she led the implementation of Salesforce practices for her region and created end-to-end processes to improve compliance and efficiency.

Priya holds a Bachelor of Science from the University of Toronto with a major in Cognitive Psychology. Her interest in how people behave and interact with one another is one of the reasons Priya excels in her support and client-facing roles.

When possible, Priya loves to travel. She has been all around the world and her love of animals has a South African safari as the next trip on her bucket list. In her downtime, Priya enjoys weekend trips to Niagara-on-the-Lake and checking out new and exciting areas to hike.

Priya is recently engaged and lives in Thornhill with her fiancé, Erik.

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Madeleine Raad

Associate, Client Advisory Services

Madeleine Raad supports the delivery of advisory services to our client families. By working closely with all members of the Grayhawk team, Madeleine contributes to the overall efficiency of the organization by ensuring delivery processes are streamlined and effective, most importantly, adding value for our families.

Madeleine studied at McMaster University in Hamilton, Ontario and obtained an Honours Bachelor of Arts degree with a major in Geography and Environmental Studies, a minor in Sustainability and a certificate in Business studies.

Throughout her undergraduate career, Madeleine was very involved in the McMaster/Hamilton community and has always been very passionate about giving back to others. This is demonstrated through her involvement with many charitable organizations such as the Canadian Cancer Society’s “Relay for Life” and Cystic Fibrosis Canada’s “Shinerama”. Madeleine has dedicated many hours of her time working towards enhancing the lives of undergraduate Social Sciences students at McMaster through her work within the Faculty of Social Sciences, working closely with the Dean, Associate Dean, and other Faculty staff.

From 2004-2012, Madeleine lived in Dubai, United Arab Emirates with her mother, father and two younger brothers; she was fortunate enough to be introduced to travel at a very young age and from this experience developed a craving for global travel. She has family in many different countries around the world and enjoys planning trips to spend quality time with her loved ones.  Madeleine now lives in Oakville, Ontario with her family.

When Madeleine is not working you can find her learning new recipes, searching for fun local adventures and going for walks around town.

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Kelly Francis

Executive Assistant to Peter Mann Direct: 647 490 9900

Helping our co-CEOs be productive and effective at delivering the best possible outcomes for our families is my passion. I consider it an honour to support Michael and Peter. I am inspired daily by their passion for nurturing lasting relationships with our families by creating unique legacies with meaningful impact that will last for generations to come.

Kelly Francis is the Executive Assistant to Peter Mann. She is a trusted partner who supports our co-CEO by increasing his business productivity and keeping him organized. Kelly is naturally gifted in helping others.

Kelly began her career with Royal Bank of Canada for 10 years progressing to Manager, Personal Banking where she helped many successful Canadian families with their financial needs. More recently, Kelly spent the last 9 years with Four Seasons Hotels and Resorts where she honed her executive assistant skills while supporting a member of the Executive Leadership Team.

Kelly holds a Bachelor of Arts degree from Nipissing University with a major in English and a minor in Sociology. She is mom to an adult daughter. They are very close and together enjoy travelling to Europe, exploring the food scene in Toronto and abroad, attending live theatre productions and are season ticket holders to the Canadian Opera Company. Kelly is passionate about helping orphans in Africa and played a key role in the formation of the charity “Heart for Africa.”

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Michael Pires

Portfolio Administrator Direct: 587 355 3469

Working at Grayhawk allows me to not only do meaningful work for our families, but actually watch the firm grow with the growing legacies. Working with such a close-knit group that is focused on our overall strategy, nothing we do here is insignificant. No matter how small the task, it plays an integral part in the company.

Mike Pires is a Portfolio Administrator who works with Grayhawk’s Client Services team to support diverse family needs. Mike believes hard work paired with positivity creates happiness in life that transcends through his work.

Mike has gained experience through University of Calgary’s club activities including acting as VP Finance for the Human Resources Club. He also held a summer internship at BDC in security and disbursement.

Mike is a fourth year Finance Student at the University of Calgary, Haskayne School of Business and has held leadership roles in the Human Resources, Real Estate Club and Campus Tours. Mike has taken multiple courses on top of his formal education through Wall Street Prep and continues to build on his operational and technical knowledge.

Residing in Calgary, Mike lives an active lifestyle by exercising and hiking on sunny weekends. He is an active community member taking part in many events in the city and loves to travel to experience new cultures.

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Aidan Peacock

Investment Management Associate Direct: 587 355 4112

Aidan Peacock works on Grayhawk’s Investment Management team to deliver a unique support experience to our network of families. Aidan is especially passionate about educating and assisting our client’s younger generations to fully achieve their investment needs.

Aidan received his Bachelor of Commerce, Finance from the Haskayne School of Business at the University of Calgary and is continuing his education in the field of finance as a CFA Candidate. He was very involved in several clubs while in university, including as President of the Sports Management Society and VP Finance of Finesse Wealth Management. Since joining Grayhawk, his interests have expanded from the broad field of finance and capital markets, to wealth management and the education of financial literacy.

Prior to joining Grayhawk, Aidan held internships in the energy sector and wealth management field where he developed his skills in financial analysis, communication, and networking. He also spent time in the customer service industry.

Aidan was born and raised in Calgary and enjoys all the entertainment and culture the city has to offer. He has a passion for baseball, and is involved in many levels, including as a player and coaching youth of all ages.

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Ben MacLaren

Senior Research Analyst

Successfully working towards long-term financial goals for clients within the pension industry has been an absolute pleasure. I am looking forward to bringing my skillset and passion to Grayhawk, helping to create portfolios that meet the long-term needs of our partner families.

As Senior Research Analyst, Ben MacLaren focuses on portfolio construction, investment research and strategy, primarily in relation to private investments. Ben brings 12 years of institutional buyside investment management experience, 10 of which were in private investments.

Previously, Ben was a Director, Private Equity at a large Western Canadian pension fund, where he performed a similar function, concentrating on prudent asset selection and portfolio construction. Prior to working in private investments, Ben worked on the public equity desk of an Atlantic Canadian pension fund, executing trades and formulating investment ideas.

Originally from Halifax, Ben enjoys the outdoors, and spending quality time with friends and family.

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Steven Lam

CFA, CIPM Associate Portfolio Manager & Research Analyst Direct: 647 556 2317

As a problem solver by nature, Grayhawk provides me with the opportunity to not only do what I love to do, but work with families to help navigate their diverse legacy needs. Having a deep understanding of our families’ financial aspirations not only guides our strategy but allows me to go above and beyond to find the best solution for each family.

Steven Lam is an Associate Portfolio Manager & Research Analyst who works at Grayhawk performing due diligence and monitoring fund managers to ensure operational functions follow a robust process. Steven believes that proactively anticipating the needs of our clients and being prompt in communication are fundamental to long-term partnerships. It is these shared values with Grayhawk that allow him to help families navigate the complexities involved with wealth management and to build valuable ongoing relationships.

Steven has gained invaluable experience working at UBS Asset Management where he was responsible for the accounting and monthly reporting of performance metrics of investment portfolios for fund managers and family offices. It was during his time there that Steven learned the importance of aligning families’ values and interests with the work he was performing.

Steven received his Bachelor of Business Administration from the Schulich School of Business at York University. He is a Chartered Financial Analyst (CFA) charter-holder and also holds the Certificate in Investment Performance Measurement (CIPM). Steven is a member of the Toronto CFA Society.

Steven lives in Toronto and upholds an active lifestyle involving participation in recreational sports. He also is continually discovering new methods of improving performance with weight training activities.

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Naveed Akbar

Financial Analyst

“I define success as a balance between personal and professional life with peace of mind at the end of the day. Providing peace of mind to our clients and making sure their goals are achieved is an immense success. Working at Grayhawk allows me to be part of a process to helps families grow and I feel honored to be part of such a talented team.”

Naveed joined Grayhawk as a Financial Analyst and plays important role in the Finance Department.

Prior to joining Grayhawk, Naveed handled accounting responsibilities across many different industries (construction, banking, food, law) bringing with him experience and understanding of multiple sectors. He is very adaptive, a fast learner and always looking to share his ideas to improve accounting processes. He has lived in the Middle East, studied in the UK and now lives in Canada. Having traveled so much at a young age, Naveed has family & friends in many countries around the world which has made him interested in learning different cultures and history.

Naveed is an ACCA Finalist (Association of Chartered Certified Accountants) and holds an Advanced diploma in Accounting & Business (awarded by ACCA). Naveed received his Bachelor’s in Applied Accounting from Oxford Brook University.

Naveed is a proud father and an amazing husband who lives in Mississauga with his family.

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Cecilia Wang

Corporate Controller

I believe that success is the sum of many small efforts focused on changing both our own lives and improving the lives of those around us, whether that be personally or professionally. It starts with a curiosity and a desire to find better ways of doing things.

With a team of committed and talented people, working at Grayhawk allows me to find a better way to build an optimal path forward that balances cost, governance and control. Focused on efficient operations with an entrepreneurial spirit, I deliver effective financial support to our business. This creates sustainable value to our business and our partner families.

Cecilia Wang is Grayhawk’s Corporate Controller, responsible for the day-to-day functions and operational processes in the finance department.

Cecilia brings 18 years of experience in the financial services and alternative investment industry to the Grayhawk team. After 7 years of offshore experience in the Cayman Islands, Cecilia assumed increasingly senior roles in financial operations and performance analysis with large financial institutions in Canada. Cecilia is focused on improving operational efficiency, transforming legacy systems and technology and providing financial information that is accurate, transparent, and timely.

Cecilia is passionate about new technologies, new ideas and new ways of thinking. She finds it rewarding to apply the right technology or leverage new or existing tools, to simplify or redesign processes to improve efficiency. Cecilia believes that sharing relevant financial data and analytics is important in interdepartmental collaboration. It often provides useful insight for better business decisions.

Cecilia holds a CPA, CA designation and is a member of the Chartered Professional Accountants of Ontario. She has an Honors of Business Administration degree from the Ivey School of Business at the University of Western Ontario.

Cecilia lives in Markham with her husband and two daughters.

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Carmen De Pena

Operations Associate

Having the opportunity to make a lasting impact on families’ lives makes my work that much more rewarding. Understanding that financial security is a cross-generational issue and providing comprehensive solutions to clients through every stage of their lives are what makes Grayhawk so special. I feel privileged of being part of a talented team that strives for excellence and the well-being of Canadian families.

Carmen is an Operations Associate at Grayhawk. She brings over five years of experience working in various asset classes, including fixed income, private equity, and pooled funds. Passionate about innovation, Carmen is constantly seeking new and creative ways of solving complex problems to generate value and deliver high-quality services to clients. Deeply inspired by Grayhawk’s mission, she joined the operations team committed to helping families grow and protect their legacy.

She started her career as an Investment Analyst at a leading brokerage firm in the Dominican Republic, serving institutions and high net-worth clients. She later became the Sub Manager of Operations, where she helped lead an organizational restructuring designed to improve the firm’s operational efficiency and increase productivity.

Carmen moved to Boston in 2016 to pursue a dual master’s degree in International Business & Finance and graduated with honors. Upon graduation, she joined a lead US financial services firm as a Fund Accountant and was responsible for managing operations and financial accounting for some of the world’s largest asset management firms. She was recognized for implementing new programs that improved monthly and quarterly reconciliation procedures.

Prior to joining Grayhawk, Carmen worked as an Investment Operations Analyst for a Canadian investment management firm that focuses on delivering disruptive innovation technology investment strategies. In this role, she managed the daily operations of six actively managed exchange-traded funds.

She holds a master’s degree in Finance, International Business, Taxation, and a bachelor’s degree in Economics.