leadership
Leadership

The people behind the platform

Founded in 2009, Optimize Financial Group was built on a conviction that meaningful wealth requires more than a single solution. It requires structure, coordination, and the discipline to think long-term across every financial decision.

Matthew McGrath - President, Chief Executive Officer & Chief Investment Officer

Matthew McGrath

President, Chief Executive Officer & Chief Investment Officer

Mike Killeen - General Counsel

Mike Killeen

General Counsel

Irene Cameron - Chief Financial Officer

Irene Cameron

Chief Financial Officer

Chris Coholan - Chief Corporate Development Officer

Chris Coholan

Chief Corporate Development Officer

Kevin Fobert - Head, Private Client

Kevin Fobert

Head, Private Client

Philip Bielecki - Vice President, Trading & Research

Philip Bielecki

Vice President, Trading & Research

Matthew Tomasic - Chief Compliance Officer

Matthew Tomasic

Chief Compliance Officer

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