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, Manisha Thakor and Jim Whiddon. In addition, there are client newsletters and prospect brochures, educational white papers and expert commentaries for advisors, and client-ready articles and presentations.

Marketing

Jeff Bender

Jeff Bender

Meeting and Events Coordinator

Leslie Garrison

Leslie Garrison

Marketing Manager

Molly Zerjal

Molly Zerjal

Content Marketing Specialist

Kyle Veltrop

Kyle Veltrop

Content Marketing Specialist

Nicholas Ledden

Nicholas Ledden

External Marketing Editor

Kelli Lanfersieck

Kelli Lanfersieck

Meeting and Events Manager

Meredith Boggess

Meredith Boggess

Director of Marketing

Ivan Aubuchon

Ivan Aubuchon

Media Specialist

National Thought Leaders

Manisha Thakor, CFA, CFP<sup>®</sup>

Manisha Thakor

Director of Wealth Strategies for Women

Tim Maurer, CFP

Tim Maurer

Director of Personal Finance

Larry Swedroe

Larry Swedroe

Director of Research

Jim Whiddon, CFP®, MSFS

Jim Whiddon

Director of Investor Enrichment

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

See more of our team

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