• About Us
  • What Makes Us Unique
  • Our Team
• Investment Philosophy
  • Asset Allocation / Diversification
• Investment Strategies
  • All Cap Value Equity
  • Growth and Value Blend Equity
  • High Dividend Equity
  • The Diversifier
  • Fixed Income
  • Custom Tailored Solutions
  • Manager of Managers Program
• Media
  • BSWMG In The News
  • Financial Markets Commentary
• Contact Us

Our Wealth Management Team

• Diana J. Joseph, Chief Investment Officer & Managing Director
• Daniel V. Dougherty, Chief Operating Officer
• Ellen P. Abell, CTFA, Managing Director
• Lauren Genuardi, Director, Associate Portfolio Manager
• Katrine Vange Keller, Director, Chief Compliance Officer
• Emily Rodgers, Director
• Nicole D. Becker, Senior Portfolio Administrator
• Emmett D. Walsh, Analyst
• Michael Woeppel, Analyst
• Stephanie A. Jamieson, Analyst