Investment Policy Committee

The BAM Investment Policy Committee is driven by evidence and research, not emotion and speculation. Our committee evaluates findings from academia and applies that learning to form its investment strategy recommendations for firms that partner with BAM Advisor Services. Each member brings a different expertise to the committee, and their combined knowledge oversees investment policy and strategy.

Manisha Thakor, CFA, CFP<sup>®</sup>

Manisha Thakor

Director of Wealth Strategies for Women

Larry Swedroe

Larry Swedroe

Director of Research

Kristin Poole

Kristin Poole

Director of Wealth Advisory Services

Kevin Grogan, CFA

Kevin Grogan

Director of Investment Strategy

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

Ed Goldberg

Ed Goldberg

Wealth Advisor

Brian Haywood

Brian Haywood

Investment Strategy Advisor

Brent Thomas, CFP®

Brent Thomas

Wealth Advisor

See more of our team

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