OUR MANAGEMENT TEAM

Richard Phillips

CEO, CIO, CCO

Richard oversees the investment activities at East West Investment Management.  Richard is the former Deputy Chairman and Global Head of Trading at CIBC World Markets.  In addition, he has Chaired numerous endowment organizations and investment industry regulatory committees.

Ryan Lim

Chief Operating Officer

Ryan oversees all operational matters at East West Investment Management. Ryan’s experience is in the development and operation of systems for trading and financial services. Ryan graduated from the University of Toronto with a degree in Engineering.

Zachary Schwartz

VP Client Relations

Zach manages client relationships and business development at East West Investment Management. Zach previously worked at a Canadian multi-family office and at a New York-based fintech startup. He volunteers at several charities.

OUR MANAGEMENT ADVISORY BOARD

Andrew Burgess

Andrew has more than 20 years of experience as an entrepreneur, business operator, and management consultant.  He is co-founder and former CEO of Somerset Entertainment, a producer of music sold to non-traditional retailers.  He is the former chairman of Upper Canada College's Board of Governors.

Brian Shaw

Brian has more than 25 years of experience in the financial services industry.  He is the former Chairman and CEO of CIBC World Markets.  He is a Chartered Financial Analyst and Director of the Toronto CFA Society.  He is also a director of Encana Corporation, Nuvista, Manulife Bank of Canada and Manulife Trust Company.

Richard Wernham

Richard has more than 20 years of experience in the global wealth management industry.  He is the founder and former CEO of Global Strategy Financial, previously one of Canada's largest independent mutual fund companies and a former lawyer with Torys, specializing in securities and corporate law.  

​