THE BWM TEAM
The BWM team is led by highly experienced financial services professionals whose mission is to provide excellent 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
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Andy BrodyDirector, Investment Operations
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Joshua Pierce, CFP®, CAIADirector, Portfolio Research and Management
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Nicholas P. NeffSenior Associate, Investment Operations
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John Cogswell, CFA®Director, Portfolio Research and Management
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Andrew AngeloManager, Investment Operations
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Ethan Somers, CFA®Vice President, Portfolio Research and Management
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Duncan AndersonAssociate, Investment Operations
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Andy Mai, CFA®Manager, Portfolio Research and Management
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Brad MarcoliniTrader, Investment Operations
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Stuart Long, CFA®Vice President, Portfolio Research & Management |
Justin BrownAssociate, Investment Operations |