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

Meredith Boggess

Laura Cloud

Allison Barbieri

Ernest Clark