The Operating Committee helps design and implement day-to-day policy and strategy for the organization.
Chief Operating Officer
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Director of Finance
Director of Operations
General Counsel and Chief Compliance Officer
Chief Talent Officer
Director of Investment Strategy
Advisory Team Director
Chief Investment Officer
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My greatest compliment is when someone says to me “For the first time in my life I understand what someone is doing with my money.
FMF&E Wealth Management, LLC
BAM Client since 1999