Experience | Reputation | Trust
The Acumen Team
The Right People Mean the Best Investments
At Acumen we know it’s our people that set us apart. Every single team member has been chosen based on their wealth of experience, unparalleled skillset and determination to provide unbiased advice and service to our clients. Everyone on our team brings unique strengths to serve your needs.
Our Teams
Institutional Sales & Trading Team
Investment Banking Team
Research Team
Wealth Management Team
Sheldon Le Lievre
Director, Vice President, Senior Investment Advisor
Mateo Michalec
Investment Advisor, Certified Financial Planner
Kerry J. Cooper, CEA
Senior Advisor, Estate and Insurance Planning
Treasury & Operations
