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Joanne Viera
Senior Client Service Administrator/
Assistant to the Chief Compliance Officer

Joanne has been with Baldwin Brothers since January 1979. After holding a number of different positions over the years, Joanne is now responsible for establishing all new accounts. She also assist the Chief Compliance Officer.

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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