Michael W. Anson
Partner, Chief Administrative Officer & Chief Compliance Officer
Sean R. Apgar
Partner, Co-Head of Portfolio & Wealth Advisory
Brett H. Barth
Co-CEO
Liz R. Cillo
Partner, Director of Portfolio & Wealth Advisory
Nicole C. Davis
Partner, Co-Chief Operating Officer of Portfolio & Wealth Advisory and Head of Advisory Services
Scott M. Ehrlich
Partner, Chief Technology Officer
Michael S. Goldberg
Partner, Director of Portfolio & Wealth Advisory
Stephanie J. Gromek
Co-Managing Partner, Director of Portfolio & Wealth Advisory
Jennifer M. Joyce
Partner, Co-Chief Operating Officer of Portfolio & Wealth Advisory
Steven R. Katz
Partner, Director of Portfolio & Wealth Advisory
Barry M. Klayman
Partner
Marc R. Koslowsky
Partner, Head of Investment Research
Darcy McFadyen
Partner, Head of Data Governance
Benjamin S. Metzger
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Southeast
Jonathan G. Miles
Partner, Chief Operating Officer
Justin A. Molinaro
Partner, Director of Investment Research
Sarah E. Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest
William C. Page
Partner, Director of Investment Research
Justin R. Peterson
Partner, Director of Portfolio & Wealth Advisory and Head of BBR West
Brandon S. Pick
Partner, Director of Investment Research
Steven D. Pressman
Partner, Co-Head of Portfolio & Wealth Advisory
Ryan K. Preston
Partner, Director of Portfolio & Wealth Advisory
Jennifer N. Ray
Partner, Head of Business Strategy & Innovation
Evan M. Roth
Co-CEO
Sarah N. Rumph
Partner, Head of ESG, Director of Investment Research
Nicholas W. Squires
Partner, Director of Investment Research
Todd C. Whitenack
Co-Managing Partner, Director of Investment Research
Matthew B. Austin
Director of Client Operations & Onboarding
Bradley R. Bernard
Director of Portfolio & Wealth Advisory
Amanda A. Cook
Controller
Michael D. Darosa
Director of Portfolio & Wealth Advisory
Deanna H. Deutschman
Director of Portfolio & Wealth Advisory - Chicago
Stephanie M. Diamond
Director of Strategic Philanthropy
Kate E. Doherty
Director of Portfolio & Wealth Administration
Josh K. Fishman
Chief Financial Officer
Regina J. Gatti
Director of Talent Acquisition
Maya P. Han
Director of Portfolio & Wealth Administration
Stacy H. Hendler
Director of Portfolio & Wealth Advisory
Jonathan P. Hoffman
Director of Brand Development
Jerry Hsieh
Director of Fund Accounting
Laura M. Ilkiw
Director of Learning and Development
Jordan R. Karen
Director of Portfolio & Wealth Advisory
Maureen C. Keating
Director of Portfolio Management & Trading
Cary M. Klivan
Director of Tax & Accounting
Michael J. MacMillan
Director of Development & Engineering
Kevin F. Mahon
Director of Portfolio & Wealth Advisory
Michael J. Marino
Director of Fund Accounting
Julie M. Melwani
Director, Head of HR
Joel C. Micalizzi
Director of Data Platforms
Gillian A. Minardi
Director of Portfolio Admin & Reporting
Anca Montuschi
Director of Portfolio & Wealth Administration
Julia A. Panchot
Director of Portfolio & Wealth Advisory
Robert G. Pierce
Director, Portfolio Strategist
Justine E. Rocco
Director of Portfolio & Wealth Administration
Matthew Shapiro
General Counsel
Gazelle B. Summe
Director of Portfolio & Wealth Advisory
Sonia D. Thorne
Director of Portfolio & Wealth Administration
Daniel P. Turner
Director of Development & Engineering
Michael P. Wolson
Director of Portfolio & Wealth Advisory
Nelson Wu
Director of Information Technology
Feroze H. Ansari
Vice President of Portfolio Admin
Sarah B. Aurora
Vice President of Portfolio & Wealth Administration
Kevin M. Baren
Vice President of Portfolio Admin
Matthew R. Barsalona
Vice President of Portfolio & Wealth Advisory
Stephen P. Cain
Vice President of Portfolio & Wealth Advisory
David M. Choy
Vice President of Alternative Investment Administration and Accounting
Nicole A. Ciolfi
Vice President of Portfolio & Wealth Administration
Melody L. Clancy
Vice President of Portfolio & Wealth Administration
Stephen C. Colodny
Vice President of Portfolio & Wealth Advisory
Neil L. Gladstone
Vice President of Systems Development
Ian G. Glinka
Vice President of Systems Development
Jake M. Goldsmith
Vice President of Trading
Gallagher J. Gregory
Vice President of Portfolio & Wealth Advisory
Mikaela J. Guiton
Vice President and Senior Executive Assistant
Connor G. Gunsalus
Vice President of Investment Research
Ravenn T. Haynes-Gashi
Vice President of Client Operations & Onboarding
Emily M. Hiles
Vice President of Investment Research
Matthew S. Herman
Vice President of Portfolio & Wealth Advisory
Sophie L. Holt
Vice President of Investment Research
Julia F. Howell
Vice President of Human Resources
Michael J. Ioannou
Vice President of Legal
Marcia E. Jeanty
Vice President of Portfolio Admin
Salina D. Kelley
Vice President of Accounting
Kerstin S. Krautbauer
Vice President of Compliance
Eleonore “Ella” Lund-Simon
Vice President of Portfolio & Wealth Advisory
Margaret “Mimi” F. MacCowatt
Vice President of Portfolio & Wealth Advisory
Stephen J. McKenna
Vice President of Data Solutions
Katerina P. Margiotta
Vice President of Brand and Business Development
Emily O. Marinello
Vice President of Business Development
Matthew C. McCormack
Vice President of Data Solutions
Patrick J. McHale
Vice President of Portfolio & Wealth Advisory
Angela Y. Neller
Vice President of Trading
Andrew S. Nelson
Vice President of Project Management
John P. Niles
Vice President of Portfolio & Wealth Advisory
Sean N. Pezza
Vice President of Portfolio & Wealth Advisory
Krystle C. Phelps
Vice President of Portfolio Admin
Frank J. Pisani
Vice President of Business Analysis
Alyssa J. Reese
Vice President
Bridget A. Ryan
Vice President of Trading
Ari J. Shalit
Vice President of Portfolio & Wealth Advisory
Dylan T. Stroud
Vice President of Portfolio & Wealth Advisory
Denny J. Trice
Vice President of Systems Development
Daniel E. Trocchia
Vice President of Portfolio & Wealth Advisory
Yan Wang
Vice President of Portfolio & Wealth Administration
Staci L. Watson
Vice President, Portfolio & Wealth Advisory Admin Team Manager