FEATURED WINNER

www.Envisionwealth.us

https://www.linkedin.com/in/financial-life-architect/

ops@envisionwealth.us

312-448-1010

100 S State St, Office 455, Chicago, IL, 60603

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https://www.facebook.com/envisionwealth/

@nour_private_wealth

@harvestetfs

https:/www.youtube.com/c/HarvestETFs

@blackfishfinance

Michael Kovacs

Founder, President & CEO

Michael Kovacs founded Harvest Portfolios Group in 2009 and is an over-35-year veteran of the investment management business. Since 1991 he has held senior management positions with four large asset management companies. Michael began his career as an Investment Advisor and for seven years managed money for individual investors. He is a strong believer in providing individuals with Investment products that have long-term fundamental mandates and portfolio transparency. Michael is also the Chairman of the Board for Harvest.

Michael Kovacs

Founder, President & CEO

James Brewer continues to lead the way in values-integrated investing, distinguished by his unique blend of technical rigor and deep personal client engagement. An MIT MBA and CFP® professional, James brings a systems-thinking mindset to ESG/SRI strategy – translating complex data into purposeful portfolios. Leveraging Morningstar’s sustainability ratings and YourStake’s client-friendly impact reporting, he equips clients with clarity and confidence in aligning investments with their values. To accommodate a diverse client base of varying asset levels, James offers single-fund, Envision Justice Series™ (EJS™) portfolios, his proprietary multi-manager asset allocation models, and direct indexing solutions from providers using different methodologies. The EJS™ models incorporate racial, gender, and climate justice factors into his asset allocation. He seeks to outperform Vanguard and Fidelity asset allocation models. This is to give clients confidence that these values are not intended to sacrifice but enhance financial return. As a Forbes.com contributor, he demystifies ESG and financial planning for a diverse readership, helping to expand access to knowledge across generations. His influence continues to grow as he mentors advisors, presents at conferences and on radio, and engages in cross-sector dialogue around sustainability and justice in finance. James does not just integrate ESG – he redefines how values and investing converge.

Mary Medeiros

COO & Director

Paul MacDonald

CIO

Caroline Grimont

SVP Marketing

Mary Medeiros is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration, and key service provider relationships since inception. She has over 30 years of industry experience and managed national administration and sales systems for a Canadian mutual fund company and branch operations for an investment dealer. She was licensed as an advisor in 1997, working directly with retail investors until joining a Canadian investment fund manager in 2000. Mary serves on the board of directors.

Mary Medeiros

COO & Director

Paul MacDonald serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has over 20 years of experience in the investment business, with over 15 years as portfolio manager. Paul oversees the investment team, co-covers select healthcare and real estate companies globally, and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award-winning fund.

Paul MacDonald

CIO

Caroline Grimont is the SVP of Marketing at Harvest ETFs. She is passionate about helping beginner investors gain confidence and understand the basics of effective investing and setting financial goals. With over 20 years of experience in national-level marketing, a bachelor of finance, and an MBA, she has acquired a unique blend of personal and professional insights to help others learn more about navigating the world of investing. Named one of Canada’s Best Executives by The Globe and Mail’s Report on Business, Caroline understands that many new investors are eager to grow their financial literacy but often find traditional financial education intimidating. Her goal is to provide investors with clear, fun, practical tips to help them build their knowledge and make informed decisions.

Caroline Grimont

SVP Marketing