Family Office
Bullwealth (BWMG)
Bullwealth (formerly Vincero Capital Management) is a Canada-based investment advisory and consulting firm founded in 2000 by James A. Bull. As of February 2025, the firm manages over $1.7bn in AuA.
Headquarters
Toronto, Ontario
Website
www.bullwealth.comDecision-makers
Julian Smith
President, Chief Executive Officer & Investment Committee Member
Josephine Chan
Chief Compliance Officer, Portfolio Manager & Investment Committee Member
Penny Bartlett
Vice President, Client Strategist & Investment Committee Member
Julian Smith
President, Chief Executive Officer & Investment Committee Member
Savva Cherdantsev
Managing Director, Research & Investments Group & Investment Committee Chair
Kevin Van Dyk
Managing Director, Advisory Group, Portfolio Manager Investment Committee Member
Randy Gunn
Vice President & Portfolio Manager
Denisa Farrow
Vice President, Portfolio Manager & Investment Committee Member
Members only
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