Danielle Barrett
Client Advisors
Danielle Barrett
Client Advisor
Chris Barrow
Chris Barrow
Institutional Relationship Associate
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
JJ Baylin
Private Equity
JJ Baylin
Private Equity Portfolio Manager
Terry Beaty, Jr., CIC
Terry Beaty, Jr., CIC
Portfolio Manager
Walter Beckett
Walter Beckett
Head of Asia Pacific
Rose Bennetch
Private Client
Rose Bennetch
Private Client Relationship Advisor, Family Office
Ethan Berkwits
Ethan Berkwits
Senior Content Strategist, Sustainable Investing
Christopher Berrier
Christopher Berrier
Portfolio Manager
Emily Birge
Private Client
Emily Birge
Private Client Senior Relationship Associate
John Bisson, CFA
John Bisson, CFA
Quantitative Analyst

Diversity, Equity and Inclusion

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We are committed to maintaining an environment where all colleagues feel empowered, valued, and supported.

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