Investment Strategies

Together, BAM’s Investment Analysis and Fixed Income teams offer firms a high-quality strategy built around a long-term financial plan. Our evidence-based and client-focused investment experience is what sets BAM Advisor Services apart from other advisory offerings. These teams are the mechanism through which BAM’s investment philosophy meets meaningful implementation. They provide independent, objective advice and customized solutions, as well as direct access to experienced fiduciary professionals required to act clients’ best interests.

Fixed Income/Equity Trading

Dan Rush

Dan Rush

Fixed Income Advisor

Mark Pitcher

Mark Pitcher

Fixed Income Advisor

Blerina Hysi

Blerina Hysi

Fixed Income Advisor

Kevin Carlton

Kevin Carlton

Trading Specialist

Steve Wiechel

Steve Wiechel

Fixed Income Advisor

Mark Tonopolsky

Mark Tonopolsky

Trading and Operations Specialist

Brian Haywood

Brian Haywood

Investment Strategy Advisor

Investment Analysis Support Team

Jimmy Wu

Jimmy Wu

Investment Strategist

Jacob Masterson

Jacob Masterson

Investment Analysis Associate

Corey Hendershot

Corey Hendershot

Investment Analysis Associate

Josh Ernst

Josh Ernst

Investment Analysis Associate

Daniel Campbell

Daniel Campbell

Investment Analysis Manager

Kevin Grogan, CFA

Kevin Grogan

Director of Investment Strategy

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

See more of our team

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