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.

John Mannix
Chief Executive 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