Alexander Bottenheim, CFA
Portfolio Manager
Kate Bourget
Institutional Trade Management Specialist
Alex Bowen, CFA
Associate Portfolio Manager
Casey Boyle
HR Specialist
Braeden Boyle
Senior Client Onboarding Analyst
Eddie Bradley III, CFA
Portfolio Manager
AJ Brewer
Business Intelligence Team Lead
Erik Briggs
Equity Trader
Allison Brill
Strategic Advisor
Gavin Brooke
Investment Risk Analyst
Kathryn Brown
Private Client Senior Accounting Associate
Brendan Brown
Business Intelligence Analyst
Megan Brune
Private Client Relationship Advisor
Courtney Brust
Strategic Advisor
Olivia Burke
Portfolio Manager