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.

Meredith Boggess

Meredith Boggess

Relationship Director

Allison Barbieri

Allison Barbieri

Relationship Management Specialist

Jared Hoffman

Jared Hoffman

Relationship Director

Ernest Clark, CPA/PFS

Ernest Clark

Relationship Director

Brian Shapiro

Brian Shapiro

Relationship Director

Ben Lanning

Ben Lanning

Relationship Director

See more of our team

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