Enterprise Leadership

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Institutional

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Professionals you can trust

Nicola Wealth Advisors are well-rounded professionals whose breadth of knowledge provides distinctive insight.

Meet Our Team

David Sung

 Client Relationship Manager

Executive Vice Chair & President of Institutional

Denny Roman

Client Relationship Manager

Associate Vice President, Institutional

John-Paul Rojas 

Operations and Administration Associate, Institutional

Lucy So

Vice President, Institutional Sales

Luke Hawthorn

Multi-Asset Portfolios Team

Adam Waltman

Vice President, Investments

Carmen Bruccoleri

Vice President, Finance

Daniella Leck

Senior Director & General Manager, BC

Elaine Brooks

Property Manager (Central City)

Grace Ma

Vice President, Portfolio Management

Kyla Holmquist

Senior Property Manager (B.C. Satellite Properties)

Lorna Luo

Director, Accounting

Minesh Dave

Vice President, Development

Peter L. Stafl

Vice President & Head of Blackwood Property Management

Ron Bastin

Managing Director

Stephanie Setchell 

Director of Leasing

Institutional Realty Advisors Team

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor