Senior Team

A team in the prime of their careers.

We hold ourselves to high standards. Through a rigorous hiring process, we select a smart, entrepreneurial team that works together to serve our clients.

Michael W. Anson

Partner, Head of Client Administration & Compliance, Chief Compliance Officer

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Kevin M. Baren

Vice President

Brett H. Barth

Managing Partner, Director of Investment Research

Jennifer T. Berberian

Vice President

Bradley R. Bernard

Vice President

Arthur E. Black

Retired Partner

Alexandra M. Blake

Vice President

Douglas B. Cohen

Director of Operations & Project Management

Sarah L. Coyne

Director of Portfolio & Wealth Advisory

Ashley M. Crowe

Vice President

Elle A. Daiga

Vice President

Nicole C. Davis

Director of Business Development and Marketing

Deanna H. Deutschman

Vice President

Kate E. Doherty

Vice President

Marie M. Doyle

Vice President

Scott M. Ehrlich

Director of Information Technology

Anjelica Ferraro

Vice President

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Brett B. Gorman

Vice President

Stephanie J. Gromek

Partner, Head of Portfolio & Wealth Advisory

Allison H. Gulman

Vice President

Maya P. Han

Vice President

Gabriel A. Hines

Director of Investment Research

Jennifer M. Joyce

Partner, Director of Client Administration & Compliance

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Barry M. Klayman

Partner, Chief Operating Officer

Cary M. Klivan

Director of Finance, Chief Financial Officer

Marc R. Koslowsky

Director of Investment Research

Kevin M. Lutz

Director of Portfolio & Wealth Advisory

Michael P. McCaffery

Director of Alternative Investment Administration & Accounting

Ryan A. McDermott

Director of Portfolio & Wealth Advisory

Darcy McFadyen

Director of Client Administration & Compliance

Cristin M. McGlynn

Vice President

Benjamin S. Metzger

Director of Portfolio & Wealth Advisory

Jonathan G. Miles

Partner, Director of Human Resources

Gillian A. Minardi

Director of Client Administration & Compliance

Justin A. Molinaro

Vice President

Anca M. Montuschi

Vice President

Sarah E. Norris

Director of Portfolio & Wealth Advisory and Head of BBR Chicago

William C. Page

Partner, Director of Investment Research

Justin R. Peterson

Director of Portfolio & Wealth Advisory

Brandon S. Pick

Vice President

Melanie S. Pienknagura

Vice President

Steven D. Pressman

Partner, Director of Portfolio & Wealth Advisory

Ryan K. Preston

Partner, Director of Portfolio & Wealth Advisory

Jennifer N. Ray

Director of Portfolio & Wealth Advisory

Evan M. Roth

Managing Partner, Director of Portfolio & Wealth Advisory

Sarah N. Rumph

Director of Investment Research

Michael P. Scanlon

Director of Portfolio & Wealth Advisory and Head of BBR San Francisco

Megan A. Schwinger

Vice President

Konstantin K. Tatarinov

Vice President

Maureen C. Tobin

Vice President

Daniel P. Turner

Vice President

Todd C. Whitenack

Partner, Head of Investment Research

Kevin M. Widmaier

Vice President

Michael P. Wolson

Vice President

Adam R. Wood

Vice President