Shared Services Team
Liv Gagnon
As Chicory Wealth’s Marketing & Social Responsibility Manager, I have a passion for helping change-makers tell their stories. In 2018, I founded a strategic communications firm called Portaga, based in…
Daniel McNabb
I have worked with this team since 2014. My primary roles at Chicory Wealth are portfolio management, shareholder engagement, and socially responsible investing (SRI) research. I work with other investors…
Christian Giadolor
I grew up in a household that believed financial success and making a positive impact are not only compatible, but a divine obligation. I’m grateful to work at Chicory, where…
Tricia Williams
I am new to the financial services industry but have spent the majority of my career focused on building connections and relationships with customers through the daily ritual of coffee….
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