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. We strive to achieve this through experience, knowledge, integrity, and consistency from a team committed to excellence.

 

Thomas N. O’Connor, ESQ.
Managing Director

 

Stuart Long, CFA
Vice President, Investment Operations

 

Joshua Pierce, CFP®, CAIA
Director, Portfolio Research and Management

 

Andy Brody
Director, Investment Operations

 

John Cogswell, CFA
Director, Portfolio Research and Management

 

Nicholas P. Neff
Senior Associate, Investment Operations

 

Ethan Somers, CFA
Vice President, Portfolio Research and Management

 

Andrew Angelo
Manager, Investment Operations

 

Andy Mai, CFA
Manager, Portfolio Research and Management

 

Duncan Anderson
Associate, Investment Operations