Colleagues

LEADERSHIP 

BOARD OF DIRECTORS 

Danielle Barrett
Client Advisors
Danielle Barrett
Client Advisor
Anne Bartlett
Client Service
Anne Bartlett
Private Client Relationship Advisor
Chris Bartlett
Leadership
Chris Bartlett
Global Head of Institutional Business
Debbie Bartz
Private Client
Debbie Bartz
Executive Assistant
Jon Bassett
NextGen Venture Partners
Jon Bassett
Managing Partner, NextGen Venture Partners
Ben Bayat
NextGen Venture Partners
Ben Bayat
Managing Partner, NextGen Venture Partners
JJ Baylin
Private Equity
JJ Baylin
Managing Director of Private Investments
Roland Beatty
Portfolio Management
Roland Beatty
Portfolio Analyst
Terry Beaty, Jr., CIC
Terry Beaty, Jr., CIC
Portfolio Manager
Walter Beckett
Walter Beckett
Head of Asia Pacific
Rose Bennetch, ChFC®, CTFA
Private Client
Rose Bennetch, ChFC®, CTFA
Private Client Relationship Advisor, Family Office
Marc Bernhardt
Institutional
Marc Bernhardt
Institutional Relationship Manager
Christopher Berrier
Christopher Berrier
Portfolio Manager
Cross Birdsong
Private Client
Cross Birdsong
Portfolio Analyst, Family Office
Emily Birge
Private Client
Emily Birge
Private Client Relationship Advisor
Jennifer Bixler
Jennifer Bixler
Senior Financial Analyst