The Difference is Participation
Baldwin Brothers is an independent advisory firm, owned entirely by its three managing partners who each bring years of investment management experience to the firm. Our partners and our principals work directly with clients, rather than delegating responsibility, to ensure that every one of our clients receives exceptional – and exceptionally capable – attention and service.
Firm Partners
Michael Baldwin - Founder, President
After previously working at Morgan Guaranty, Michael Baldwin founded Baldwin Brothers in 1974. In addition to his duties as President of Baldwin Brothers, Michael is also a trustee of the Nathaniel Saltonstall Arts Fund and The Garfield Foundation. He is also the founder of The Marion Institute, a non-profit organization, dedicated to teaching about alternative medicine and sustainability. Michael has a BA from Harvard University.
David Barrett - Partner, Vice President, Chief Investment Officer
David Barrett joined Baldwin Brothers in 1982. He is on the Board of Advisors of Kestrel Venture Management. David has a BA from Union College and an MBA from University of Pennsylvania’s Wharton School.
Ellen Stone - Partner
Ellen Stone joined Baldwin Brothers in 1995, and has been involved in the financial industry since 1973. She is currently a registered investment advisor representative with Baldwin Brothers. Prior to joining Baldwin Brothers, she worked for the First National Bank of Boston as a foreign exchange trader and advisor and later for the Bank of America in San Francisco as vice president of global treasury management for certain Fortune 500 companies. Ellen has a BA in history from Smith College. She is a member of Investor’s Circle and Social Venture Network.
Portfolio Managers, Investment & Research Staff
William Marvel
William Marvel joined Baldwin Brothers in 2008, and has been in the investment business for 16 years. Prior to joining Baldwin Brothers, Bill co-founded GreenTech Research, LLC, one of the first clean energy hedge funds. Bill also owned and operated his own consulting firm, JKD Capital Inc., which assisted emerging institutional investment management firms with operations and marketing. He also held the position as director and chief operating officer at SCA Group, a multi-billion dollar family office and investment management consulting firm.
Margery Parker
Margery Parker has been in the investment management business since 1980. Margery worked at Putnam investments where she co-managed a $14 billion mid-cap growth fund as well as a $5 billion healthcare fund. At Putnam, she managed a team of 5 analysts responsible for the biotechnology and healthcare sectors. Prior to that she worked at Keystone Investments managing both small cap and mid cap growth portfolios as well as doing company analysis and research. Margery began her career as an industry analyst at Bank of Boston and later State Street Research and Company.
Dylan Sage
Dylan Sage joined Baldwin Brothers in 2008. Prior to joining Baldwin Brothers, Dylan worked at Solaris Asset Management as a junior analyst and equity trader. He also worked on marketing and operations at the non-profit Jazz Aspen Snowmass. He is an assistant lacrosse coach at Tabor Academy. Dylan has a Bachelor of Arts from Kenyon College.
Pauline Talbott
Pauline Talbott joined Baldwin Brothers in 2001 and is currently a registered investment advisor. Prior to joining Baldwin Brothers, Polly worked with the Barents Group, formerly a subsidiary of KPMG, in their capital markets consulting group; marketing at Allied Capital; and the Real Estate Investment division at Northwestern Mutual. She is a board member and member of the Junior League of Rhode Island; a board member of the Grace Church Apartments, Providence; and a member of Leading Women. Polly has a Bachelor of Arts from Trinity College, Washington, DC.
