Dylan Bird
Portfolio Analyst
Jennifer Bixler, CPA
Senior Financial Analyst
Mark Bogdan
Investment Compliance Analyst
John Bond, CFA
Equity Research Analyst
Kate Bourget
Institutional Trade Management Specialist
Braeden Boyle
Client Onboarding Analyst
Casey Boyle
HR Specialist
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