Colleagues

LEADERSHIP 

BOARD OF DIRECTORS 

Andrew Blair
Andrew Blair
Head of U.K. Private Clients and Charities Business Development
Samuel Blitzer
Samuel Blitzer
Portfolio Analyst
Alda Boateng
Strategic Advisory
Alda Boateng
Strategic Advisor
Evan Boden, CFA
Investment Solutions Group
Evan Boden, CFA
ISG Research Analyst
John Bond III, CFA
John Bond III, CFA
Equity Research Analyst
Steven Borsje
Accounting & Finance
Steven Borsje
Finance Business Partner
Alexander Bottenheim, CFA
Alexander Bottenheim, CFA
Portfolio Manager
Alex Bowen, CFA
Portfolio Management
Alex Bowen, CFA
Associate Portfolio Manager
Eddie Bradley III, CFA
Eddie Bradley III, CFA
Portfolio Manager
Tess Bradshaw
Private Client
Tess Bradshaw
Private Client Relationship Associate
Erik Briggs
Equity Research
Erik Briggs
Equity Trader
Allison Brill
Allison Brill
Strategic Advisor
Francis Brown
Strategic Advisory
Francis Brown
Strategic Advisor
Kathryn Brown
Accounting & Finance
Kathryn Brown
Private Client Senior Accounting Associate
Leo Bruch
Leo Bruch
Institutional Sales Associate
Megan S. Brune
Megan S. Brune
Relationship Advisor