Relationship Management

BAM’s Relationship Management team helps your firm define and execute long-term strategic growth objectives by identifying BAM’s tools and resources that will be most effective for your firm. You’ll also be assigned a relationship director who will remain a dedicated resource to guide you through the processes and procedures best suited to develop your business. These experienced professionals can answer questions on topics ranging from business development and portfolio management to niche marketing and business succession planning.

Jared Hoffman

Jared Hoffman

Director of BAM

Meredith Boggess

Meredith Boggess

Director of Advisor Engagement

Laura Cloud

Laura Cloud

Relationship Director

Allison Barbieri

Allison Barbieri

Relationship Director

Ernest Clark, CPA/PFS

Ernest Clark

Advisor Consultant

Brian Shapiro

Brian Shapiro

Client Development Director

See more of our team

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