Operating Committee

The Operating Committee helps design and implement day-to-day policy and strategy for the organization.

Jared Hoffman

Managing Director, Advisor Services

p: 314.743.2276

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David Levin

Chief Operating Officer

p: 314.743.2235

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Dan Anderson

Chief Financial Officer

p: 314-743-2275

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John Spyers

Managing Director, Operations & Technology

p: 314.783.2944

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Salvatore Papa

General Counsel and Chief Compliance Officer

p: 314.783.2921

Email Salvatore

Wendy Hartman

Managing Director, Buckingham

p: 314.743.2227

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Shannon O'Toole

Chief Talent Officer

p: 314.743.2238

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Kevin Grogan

Director of Investment Strategy

p: 314.743.2288

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Jim Myers

Managing Director, Buckingham

p: 314.743.2217

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Jared Kizer

Chief Investment Officer

p: 314.743.2204

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Rob Ziliak

Chief Experience Officer

p: 888.470.3064

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See more of our team

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.

Chris Gardner

FMF&E Wealth Management, LLC

BAM Client since 1999

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Operating Committee

Information That Makes An Impact

Information That Makes An Impact