Technology and Data Services
The Technology and Data Services teams utilize their expansive knowledge of BAM advisor firm operations to develop and implement the tools essential to improving firms’ business processes. Several of these tools are created in-house, and are designed and updated to address the specific needs of BAM advisors. BAM Advisor Services’ technology is customized to serve you, and will provide your firm with the means to identify portfolios that are out of balance, assist in trading, and harvest potential losses year-round.
Business Intelligence

Chris Gluck
Data Services

Patrick Higgins

Robyn Snodgrass

Chasity Brooks

Andy Vollertsen

Katie Moore
Engineering & Quality Assurance

Mark Watkins

Chris Stephan

Roy Muenks

Scott McGilvery

Martin Griggs

Alan Fick
Project & Product Management

Lindsay Girard

Doug Brightfield

Letizia Zihlmann

Chris Rauch

Elizabeth Hughes

DJ Pratt
Systems & CRM

Taylor Grizzle

Shane Reinhold

Donoven Dansberry

Brandon Stumbaugh

Benjamin Sinclair

Chris Mullee

Joe Hopkins

Alissa Albinson

Eric Gilbert
Technology Leadership

John Spyers

Jamie Davis