FEATURED WINNER

www.sghwm.com

linkedin.com/in/sghwealthmanagement/

info@sghwm.com

248-731-0029

17550 W Eleven Mile Rd Lathrup Village MI 48076

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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

Founder & Chief Investment Officer of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004. Recognized as InvestmentNews’ 2025 National Investment Advisor of the Year, Sam Huszczo leads with a client-first philosophy and data-driven strategies. His dual credentials as a CFA® and CFP® underscore his commitment to disciplined, transparent, and long-term financial planning. Sam’s approach blends academic rigor with real-world insights, making complex financial concepts accessible. His firm, SGH Wealth Management, specializes in tax-smart accumulation and distribution planning, serving clients nationwide. Sam has received national TV recognition with his appearances on CNBC’s Squawk Box, Bloomberg TV, Fox Business News, CBS, and more. In addition, he has been featured in editorials with USA Today, Kiplingers, and MarketWatch, among others. Sam has also been asked as a featured speaker for the S&P Dow Jones Indices, Wealth Management Edge (the largest ETF conference in the world), and Financial Advisor Magazine; he has given lectures at University of Michigan – Stephen Ross, Michigan State University, and more. Volunteerism has been an important part of Sam’s career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador, and ultimately being awarded CFA Institute Volunteer of the Year in 2017. In addition, Sam serves on the Finance & Audit Committee of the Detroit Economic Club and Board Member of Leaders for Kids.

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