Our Team
Silver Fern Financial is led by seasoned operators who have built, launched, and scaled investment firms from the inside. We work alongside founders and investment teams as an extension of their leadership—delivering clarity, accountability, and institutional-grade execution so managers can stay focused on performance.
Mark Buckley-Jones, CA
Managing Director
Mark Buckley-Jones is a Managing Director at Silver Fern Financial.
Ravi Shah, CPA
Managing Director
Ravi Shah is a Managing Director at Silver Fern Financial.
Jessica Taranto
Managing Director
Jessica Taranto is a Managing Director at Silver Fern Financial.
Brennan McCaw, CFA
Managing Director
Brennan McCaw is a Managing Director at Silver Fern Financial.
William Bruce, CFA, CA
Founder and Managing Director
William Bruce is the Founder & Managing Director of Silver Fern Financial.
Dave Katz, CPA
Managing Director and Partner
David Katz is a Managing Director and Partner at Silver Fern Financial.
Brian Henehan
Managing Director
Brian Henehan is a Managing Director at Silver Fern Financial,