Meet the Team
Sean Vosburgh, CFA
Senior Portfolio Manager and Senior Investment Advisor
Sean has over 30 years of experience in the investment industry and has been managing portfolios for high net worth private clients at TD Wealth since 1998. He has been with TD since 1996 and prior to that worked with another large Canadian financial institution.
Sean is a graduate of the University of Calgary (B.Comm. Finance), a CFA® charterholder, and holds several other investment industry accreditations. He is a member of the CFA Institute, the Calgary CFA Society and serves as Treasurer for a local charitable organization that provides residential services to adults with developmental disabilities in the Calgary area. When not in the office, Sean enjoys spending time outdoors with his family.
Jon Glasser, CFA, CFP®
Associate Portfolio Manager and Investment Advisor
Jon brings over a decade of experience to his role with TD Wealth Private Investment Advice. He provides discretionary investment management services and customized wealth management solutions to high-net-worth individuals and their families. Jon holds the Certified Financial Planner (CFP®) designation and is also a CFA charterholder. A longtime resident of Calgary, he completed his Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business. Jon has a passion for traveling and experiencing new cultures having explored five continents thus far. He is a sports enthusiast, playing hockey from an early age and recently taken up tennis and cycling.
Karen Moreland
Administrative Associate
Karen has been with TD Wealth since 1996 and with the TD Bank Group for more than 40 years. Karen has worked with Sean for more than 25 years and her previous positions within TD include Estates & Trusts Officer as well as branch level account administration, credit investigation and documentation. As an integral member of our team, Karen acts as a secondary contact for our clients as well as assisting with the preparation of client portfolio reviews and all aspects of account administration and support. Karen attended Mount Royal College School for Journalism and has completed the Canadian Securities Course and the Conduct and Practices Handbook. Karen is an active volunteer in the Calgary area and is the current President of the Kinette Club of Calgary, a local service club.
Ethan Vosburgh
Client Service Associate
Ethan is a graduate of the University of Calgary, where he received his Bachelor of Commerce degree with a focus in Finance. He completed two internships with the team, as well as the Canadian Securities Course, prior to joining full-time. Ethan assists the team with account administration, as well as the preparation of portfolio review packages. Ethan likes to stay informed about new technology, as well as learn more about the universe beyond Earth's atmosphere. He also enjoys spending time outside, often participating in a beach volleyball league during the summer months.
Additional TD Specialists
High Net Worth Planner
Vice President, Philanthropic Advisory Services
Estate Planning Advisor
