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Emily Lambert
Emily Lambert
Senior Research Analyst

Emily is a Senior Research Analyst at Baldwin Brothers and an integral member of Baldwin’s investment and research teams. She serves as the covering analyst on many positions held in the firm’s Core and ESG strategies. She is likewise instrumental to the writing of Baldwin’s ESG-focused thought papers. Prior to joining the firm in 2015, Emily worked at Sustainalytics, a leading ESG data provider and investment research firm. She earned a Bachelor of Arts from Harvard College, holds the Series 65 securities license and is the marketing chair for the Boston Area Sustainable Investment Consortium (BASIC).

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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