Dylan Bird
Portfolio Analyst
Jennifer Bixler, CPA
Senior Business Analyst, Fiduciary Tax and Operations
Mark Bogdan
Senior Investment Compliance Analyst
John Bond, CFA
Equity Research Analyst
Kate Bourget
Institutional Trade Management Specialist
Casey Boyle
HR Specialist
Braeden Boyle
Senior Client Onboarding Analyst
Eddie Bradley III, CFA
Portfolio Manager
Erik Briggs
Equity Trader
Allison Brill
Strategic Advisor
Megan Brune
Private Client Relationship Advisor
Courtney Brust
Strategic Advisor
Samantha Burnham
HR Business Partner
Madison Burns
Internal Auditor
Carey Buxton
Global COO of Institutional Business