Michael W. Anson

Partner, Chief Administrative Officer & Chief Compliance Officer

Learn About Michael W. Anson

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Learn About Sean R. Apgar

Brett H. Barth

Co-CEO

Learn About Brett H. Barth

Scott M. Ehrlich

Partner, Chief Technology Officer

Learn About Scott M. Ehrlich

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Learn About Michael S. Goldberg

Stephanie J. Gromek

Co-Managing Partner, Director of Portfolio & Wealth Advisory

Learn About Stephanie J. Gromek

Jennifer M. Joyce

Partner, Chief Operating Officer of Portfolio & Wealth Advisory

Learn About Jennifer M. Joyce

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Learn About Steven R. Katz

Barry M. Klayman

Partner, Chief Operating Officer

Learn About Barry M. Klayman

Marc R. Koslowsky

Partner, Head of Investment Research

Learn About Marc R. Koslowsky

Darcy McFadyen

Partner, Head of Operations

Learn About Darcy McFadyen

Benjamin S. Metzger

Partner, Director of Portfolio & Wealth Advisory

Learn About Benjamin S. Metzger

Jonathan G. Miles

Partner, Deputy Chief Operating Officer and Head of Human Resources

Learn About Jonathan G. Miles

Sarah E. Norris 

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago

Learn About Sarah E. Norris 

William C. Page

Partner, Director of Investment Research

Learn About William C. Page

Justin R. Peterson

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Austin

Learn About Justin R. Peterson

Brandon S. Pick

Partner, Director of Investment Research

Learn About Brandon S. Pick

Steven D. Pressman

Partner, Director of Portfolio & Wealth Advisory

Learn About Steven D. Pressman

Ryan K. Preston

Partner, Director of Portfolio & Wealth Advisory

Learn About Ryan K. Preston

Jennifer N. Ray

Partner, Head of Innovation

Learn About Jennifer N. Ray

Evan M. Roth

Co-CEO

Learn About Evan M. Roth

Sarah N. Rumph

Partner, Head of ESG, Director of Investment Research

Learn About Sarah N. Rumph

Todd C. Whitenack

Co-Managing Partner, Director of Investment Research

Learn About Todd C. Whitenack

Kevin M. Widmaier

Partner, Head of Portfolio Management

Learn About Kevin M. Widmaier

Matthew B. Austin

Director of Client Onboarding

Learn About Matthew B. Austin

Bradley R. Bernard

Director of Portfolio & Wealth Advisory

Learn About Bradley R. Bernard

Liz R. Cillo

Director of Portfolio & Wealth Advisory

Learn About Liz R. Cillo

Douglas B. Cohen

Director of Operations & Project Management

Learn About Douglas B. Cohen

Nicole C. Davis

Deputy Chief Operating Officer of Portfolio & Wealth Advisory

Learn About Nicole C. Davis

Deanna H. Deutschman

Director of Portfolio & Wealth Advisory - Chicago

Learn About Deanna H. Deutschman

Stephanie M. Diamond

Director, Impact Driven Client Solutions

Learn About Stephanie M. Diamond

Kate E. Doherty

Director of Portfolio & Wealth Administration

Learn About Kate E. Doherty

Regina J. Gatti

Director of Talent Acquisition

Learn About Regina J. Gatti

Maya P. Han

Director of Portfolio & Wealth Administration

Learn About Maya P. Han

Jonathan P. Hoffman

Director of Brand Development

Learn About Jonathan P. Hoffman

Jerry Hsieh

Director of Fund Accounting

Learn About Jerry Hsieh

Jordan R. Karen

Director of Portfolio & Wealth Advisory

Learn About Jordan R. Karen

Maureen C. Keating

Director of Portfolio Operations

Learn About Maureen C. Keating

Cary M. Klivan

Director of Tax & Accounting

Learn About Cary M. Klivan

Jonathan A. Levine

Director of Information Technology

Learn About Jonathan A. Levine

Kevin F. Mahon

Director of Portfolio & Wealth Advisory

Learn About Kevin F. Mahon

Gillian A. Minardi

Director of Portfolio & Wealth Administration

Learn About Gillian A. Minardi

Justin A. Molinaro

Director of Investment Research

Learn About Justin A. Molinaro

Anca Montuschi

Director of Portfolio & Wealth Administration

Learn About Anca Montuschi

Rebecca Nachmani

Director of Finance & Controller

Learn About Rebecca Nachmani

Alan Raboy

Director of Finance, Chief Financial Officer

Learn About Alan Raboy

Justine E. Rocco

Director of Portfolio & Wealth Administration

Learn About Justine E. Rocco

Megan A. Schwinger

Director of Portfolio & Wealth Advisory

Learn About Megan A. Schwinger

Ryann A. Shure

Director of Human Resources

Learn About Ryann A. Shure

Matthew Shapiro

Director and General Counsel

Learn About Matthew Shapiro

Nicholas W. Squires

Director of Investment Research

Learn About Nicholas W. Squires

Gazelle B. Summe

Director of Portfolio & Wealth Advisory

Learn About Gazelle B. Summe

Konstantin K. Tatarinov

Director of Data Solutions

Learn About Konstantin K. Tatarinov

Sonia D. Thorne

Director of Portfolio & Wealth Administration

Learn About Sonia D. Thorne

Daniel P. Turner

Director of Systems Development

Learn About Daniel P. Turner

Michael P. Wolson

Director of Portfolio & Wealth Advisory

Learn About Michael P. Wolson

Feroze H. Ansari

Vice President of Operations

Learn About Feroze H. Ansari

Joshua H. Asen

Vice President of Portfolio & Wealth Advisory

Learn About Joshua H. Asen

Chris Attardo

Vice President of Data Solutions

Learn About Chris Attardo

Sarah B. Aurora

Vice President of Portfolio & Wealth Administration

Learn About Sarah B. Aurora

Kevin M. Baren

Vice President of Operations

Learn About Kevin M. Baren

Kerry A. Black

Vice President, Investment Research Senior Executive Assistant

Learn About Kerry A. Black

Stephen P. Cain

Vice President of Portfolio & Wealth Advisory

Learn About Stephen P. Cain

Clayton Y. Chang

Vice President of Portfolio & Wealth Advisory

Learn About Clayton Y. Chang

David M. Choy

Vice President of Alternative Investment Administration and Accounting

Learn About David M. Choy

Melody L. Clancy

Vice President of Client Administration

Learn About Melody L. Clancy

Michael D. Darosa

Vice President of Portfolio & Wealth Advisory

Learn About Michael D. Darosa

Matthew P. Devine

Vice President of Portfolio & Wealth Advisory

Learn About Matthew P. Devine

Neil L. Gladstone

Vice President of Systems Development

Learn About Neil L. Gladstone

Jay M. Gokhale

Vice President of Portfolio & Wealth Advisory

Learn About Jay M. Gokhale

Jake M. Goldsmith

Vice President of Trading

Learn About Jake M. Goldsmith

Nehal Gupta

Vice President of Innovation

Learn About Nehal Gupta

Matthew S. Herman

Vice President of Portfolio & Wealth Advisory

Learn About Matthew S. Herman

Sophie L. Holt

Vice President of Investment Research

Learn About Sophie L. Holt

Julia F. Howell

Vice President of Human Resources

Learn About Julia F. Howell

Laura M. Ilkiw

Vice President of Learning and Development

Learn About Laura M. Ilkiw

Michael J. Ioannou

Vice President of Legal and Compliance

Learn About Michael J. Ioannou

Kimberly L. Janicki

Vice President of Systems Development

Learn About Kimberly L. Janicki

Katerina P. Margiotta

Vice President of Brand and Business Development

Learn About Katerina P. Margiotta

Michael J. Marino

Vice President of Alternative Investment Administration and Accounting

Learn About Michael J. Marino

Matthew C. McCormack

Vice President of Data Solutions

Learn About Matthew C. McCormack

Kristina M. McNamara

Vice President of Portfolio & Wealth Advisory

Learn About Kristina M. McNamara

Christopher M. Melillo

Vice President of Portfolio & Wealth Advisory

Learn About Christopher M. Melillo

Nikita R. Mutalik

Vice President of Portfolio & Wealth Advisory

Learn About Nikita R. Mutalik

John P. Niles

Vice President of Portfolio & Wealth Advisory

Learn About John P. Niles

Julia A. Panchot

Vice President of Portfolio & Wealth Advisory

Learn About Julia A. Panchot

Sean N. Pezza

Vice President of Portfolio & Wealth Advisory

Learn About Sean N. Pezza

Bridget A. Ryan

Vice President of Operations

Learn About Bridget A. Ryan

Carolyn J. Schnackenberg

Vice President of Portfolio & Wealth Advisory

Learn About Carolyn J. Schnackenberg

Jacob A. Seide

Vice President of Portfolio & Wealth Advisory

Learn About Jacob A. Seide

Ari J. Shalit

Vice President of Portfolio & Wealth Advisory

Learn About Ari J. Shalit

Sam A. Snider

Vice President of Investment Research

Learn About Sam A. Snider

Dylan T. Stroud

Vice President of Portfolio & Wealth Advisory

Learn About Dylan T. Stroud

Denny J. Trice

Vice President of Systems Development

Learn About Denny J. Trice

Staci L. Watson

Vice President, Portfolio & Wealth Advisory Admin Team Manager

Learn About Staci L. Watson

Nelson Wu

Vice President of Information Technology

Learn About Nelson Wu