Marketing and Thought Leadership

The BAM Advisor Services Marketing and National Thought Leadership team is your firm’s gateway to a wide variety of customizable marketing solutions and subject matter experts. The team provides access to a broad array of books and articles by National Thought Leaders Larry Swedroe, Jared Kizer, Tim Maurer and Manisha Thakor. In addition, there are client newsletters and prospect brochures, educational white papers and expert commentaries for advisors, and client-ready articles and presentations.

Marketing & Events

Molly Zerjal

Molly Zerjal

Internal Communications Manager

Kyle Veltrop

Kyle Veltrop

Content Marketing Specialist

Nicholas Ledden

Nicholas Ledden

External Marketing Editor

Kelli Lanfersieck

Kelli Lanfersieck

Meeting and Events Manager

Julia Hirsch

Julia Hirsch

Meeting & Events Coordinator

Ivan Aubuchon

Ivan Aubuchon

Digital Marketing Specialist

Kimberly Frodyma

Kimberly Frodyma

Meeting & Events Coordinator

National Thought Leaders

Tim Maurer, CFP

Tim Maurer

Director of Advisor Development

Larry Swedroe

Larry Swedroe

Director of Research

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

See more of our team

Information That Makes An Impact

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