Investment Strategies
Together, BAM’s Investment Analysis and Fixed Income teams offer firms a high-quality strategy built around a long-term financial plan. Our evidence-based and client-focused investment experience is what sets BAM Advisor Services apart from other advisory offerings. These teams are the mechanism through which BAM’s investment philosophy meets meaningful implementation. They provide independent, objective advice and customized solutions, as well as direct access to experienced fiduciary professionals required to act clients’ best interests.
Fixed Income/Equity Trading

Dan Rush

Mark Pitcher

Blerina Hysi

Kevin Carlton

Steve Wiechel

Mark Tonopolsky

Brian Haywood

Andrey Rudomiotov

Samuel Hill
Investment Analysis Support Team

Alex Kluesner

Corey Hendershot

Josh Ernst

Daniel Campbell

Kevin Grogan

Jared Kizer

Anne Ortwerth