THE BWM TEAM
The BWM team is led by highly experienced financial services professionals whose mission is to provide unparalleled service that meets clients’ needs and exceeds their expectations. This is achieved through experience, knowledge, integrity, and consistency from a team committed to excellence.
Thomas N. O’Connor, ESQ.Managing Director
|
Stuart Long, CFAVice President, Investment Operations
|
Joshua Pierce, CFP®, CAIADirector, Portfolio Research and Management
|
Andy BrodyDirector, Investment Operations
|
John Cogswell, CFADirector, Portfolio Research and Management
|
Nicholas P. NeffSenior Associate, Investment Operations
|
Ethan Somers, CFAVice President, Portfolio Research and Management
|
Andrew AngeloManager, Investment Operations
|
Andy Mai, CFAManager, Portfolio Research and Management
|
Duncan AndersonAssociate, Investment Operations
|