Danielle Barrett
Client Advisors
Danielle Barrett
Client Advisor
Anne Bartlett
Client Service
Anne Bartlett
Private Client Relationship Advisor
Debbie Bartz
Private Client
Debbie Bartz
Administrative 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
Ali Bayler
Private Client
Ali Bayler
Portfolio Manager, Family Office
JJ Baylin
Private Equity
JJ Baylin
Private Equity Analyst
Terry Beaty, Jr., CIC
Terry Beaty, Jr., CIC
Portfolio Manager
Walter Beckett
Walter Beckett
Head of Asia Pacific
Chelsea Benjamín
Client Service
Chelsea Benjamín
Private Client Relationship Analyst
Rose Bennetch
Private Client
Rose Bennetch
Private Client Relationship Associate, Family Office
Ethan Berkwits
Ethan Berkwits
Senior Editor and Content Strategist
Christopher Berrier
Christopher Berrier
Portfolio Manager
Amalia Bilis
Portfolio Management
Amalia Bilis
Portfolio Analyst
John Bisson, CFA
John Bisson, CFA
Quantitative Analyst

Need help?

Contact Us