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John Mannix
John Mannix
Chief Executive Officer

John is responsible for the strategic direction and leadership of Baldwin Brothers, bringing over 25 years of experience to this role which he assumed in 2015. John is also a Principal at New Summit Investments, a manager of Impact Investment Strategies of which Baldwin is a joint venture partner. John began his career at Fidelity Investments and held senior leadership positions at Scudder Kemper Investments, Rydex Investments and Newfound Research. He was also the cofounder of Oakmont Partners, a wealth management and venture investment firm. A graduate of Syracuse University, John is a member of Pershing’s Advisor Council and is active on several non-profit boards, including Nativity Preparatory School, the New Bedford Symphony and the Marion Institute.

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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