Northwind Cypress Securities

What We Do

From advisory to execution, our integrated platform delivers tailored solutions across the global capital markets ecosystem.

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Investment Banking

Mergers & acquisitions, equity and debt capital markets, leveraged finance, and strategic advisory for corporations and sponsors navigating transformative transactions.

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Wealth Management

Personalized portfolio construction, tax-efficient planning, trust services, and multi-generational legacy strategies for high-net-worth individuals and family offices.

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Asset Management

Active and passive strategies across equities, fixed income, alternatives, and private markets, designed to deliver risk-adjusted performance for institutional partners.

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Capital Markets & Trading

Institutional sales, trading, prime brokerage, and electronic execution across global equities, fixed income, FX, derivatives, and structured products.

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Private Equity & Alternatives

Direct private investments, secondaries, real assets, and hedge fund strategies that broaden diversification and pursue uncorrelated returns.

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Research & Advisory

Award-winning macro, sector, and quantitative research backed by proprietary data science to deliver actionable, forward-looking insights to clients.

About Us

A Legacy Built on Trust

Founded on the belief that thoughtful capital and rigorous research can fuel lasting prosperity, Northwind Cypress Securities has grown from a boutique advisory firm into a globally-recognized financial services leader. Our integrated platform spans investment banking, wealth management, asset management, and capital markets.

We serve sovereign wealth funds, pension plans, endowments, corporations, and discerning private clients across six continents. Our culture is shaped by intellectual honesty, accountability, and an obsession with long-term outcomes.

Headquartered with regional centers across North America, Europe, and Asia-Pacific, we remain committed to the highest standards of fiduciary responsibility and ethical conduct.

Major Trends Shaping Finance

We continuously align our platform with the structural forces redefining global capital. Here is how we deliver against the trends that matter most.

Artificial Intelligence in Capital Markets

AI is transforming alpha generation, risk modelling, and client engagement. Our quantitative research labs deploy machine learning across factor signals, sentiment analytics, and execution optimization to give clients a measurable edge.

Sustainable & ESG Investing

We integrate climate, governance, and social-impact data into our diligence frameworks, offering dedicated ESG-aligned funds, transition-finance advisory, and impact-measurement reporting that meets evolving global standards.

Private Markets Expansion

As capital migrates toward private equity, credit, and infrastructure, our alternatives platform connects investors to institutional-grade opportunities in mid-market buyouts, growth equity, and real-asset co-investments.

Digital Assets & Tokenization

From regulated digital-asset custody to tokenized fund structures, our digital innovation desk helps clients explore blockchain-enabled finance with appropriate risk controls and compliance oversight.

Wealth Transfer & Generational Planning

The largest intergenerational wealth transfer in history is underway. Our family-office advisors deliver legacy planning, governance frameworks, and next-generation financial education designed for resilience.

Geopolitical & Macro Volatility

Persistent macro uncertainty demands disciplined risk management. Our global macro research desk produces scenario analysis, hedging strategies, and asset-allocation guidance to navigate cross-border complexity.

Why Northwind Cypress

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Independent thinking grounded in rigorous, proprietary research.

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Global reach with deep regional and sector specialization.

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Long-tenured advisors aligned with client outcomes.

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Innovation embedded across data, technology, and execution.

Our Leadership

A team of seasoned professionals combining deep market expertise with a steady hand through every cycle.

Aurelia Vandenburg

Chief Executive Officer

Three decades of leadership across global investment banking and asset management. Previously led capital markets divisions at top-tier bulge-bracket institutions and served as a senior advisor to private equity sponsors on cross-border transactions exceeding $40B in aggregate value.

Tobias Renwick-Hale

President & Chief Operating Officer

Over 25 years of experience scaling financial services platforms, with prior roles overseeing institutional equities, prime services, and global operations at large multinational broker-dealers. Recognized expertise in regulatory transformation and platform integration.

Marisol Echeverría

Chief Investment Officer

Veteran macro strategist with experience across multi-strategy hedge funds and sovereign asset managers. Previously oversaw multi-asset portfolios in excess of $80B and authored widely-cited research on emerging-market debt and global rates positioning.

Donovan Ashcroft III

Head of Investment Banking

Former managing director leading M&A advisory practices in technology and industrials sectors. Has advised on more than 200 strategic transactions globally, including landmark spin-offs, take-privates, and cross-border combinations.

Priyanka Whitestone

Head of Wealth Management

Two decades guiding ultra-high-net-worth families and family offices on multigenerational planning, philanthropy, and bespoke portfolio construction. Recognized industry voice on tax-efficient investing and trust-based wealth structures.

Cassian Brookmoore

Chief Risk & Compliance Officer

Career risk-management practitioner with senior leadership experience at globally systemic financial institutions. Deep specialization in market-risk modelling, capital adequacy frameworks, and regulatory engagement across major jurisdictions.

Community & Corporate Citizenship

Building stronger communities through service, education, and stewardship of the environment.

Financial Literacy Programs

Our advisors lead complimentary workshops, mentorship circles, and curriculum development that help individuals at every stage understand budgeting, credit, investing, and retirement planning. Each year, our team contributes thousands of volunteer hours to local literacy initiatives.

Educational Partnerships

We partner with public schools, community colleges, and nonprofit youth organizations to fund scholarships, sponsor internships, and provide guest-instructors who introduce students from under-represented backgrounds to careers in finance and business leadership.

Environmental Initiatives

We invest in our own carbon-reduction roadmap, support reforestation and watershed restoration projects, and offer climate-aligned investment vehicles that channel capital toward renewable energy, sustainable agriculture, and resilient infrastructure.

Northwind Cypress

Capital With Conviction. Strategy With Substance.

$248B

32+

1,400+

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