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Amy Carroll
Senior Client Service Manager/Bookkeeper

Amy joined Baldwin Brothers in April of 2002. She works with many client families to manage their overall service relationship with the firm. In that capacity, Amy works closely with the portfolio managers and clients to ensure that client service expectations are met.

Michael Baldwin

Founder and Chairman

Taylor Baldwin

Chief Operating Officer

David Barrett

Portfolio Manager

Michelle Buckley, CFA, CAIA

Chief Investment Officer

Amy Carroll

Senior Client Service Manager/Bookkeeper

Sandra Edgell

Administrative Assistant

Kaitlyn Fagundes

Lead Trader and Operations Administrator

Will Klein, CFA

Senior Research Analyst

Lillie Krueger

Senior Client Service Manager/
Private Investment Administrator

Emily Lambert

Senior Research Analyst

Andrew Macken

Managing Director

John Mannix

Chief Executive Officer

Bill Marvel

Managing Director

Ann Peardon

Receptionist

Dylan Sage

Managing Director

Jennifer Sanders

Bookkeeper

Teresa Tavares

Comptroller

Jena Viera

Director of Operations

Joanne Viera

Senior Client Service Administrator/
Assistant to the Chief Compliance Officer

Mary Ellen Viera

Senior Client Service Manager
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