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The Difference is Participation

Baldwin Brothers is an independent wealth management firm with a highly skilled team of twenty associates devoted to ensuring exceptional attention and client service. Our management team has an average tenure at Baldwin Brothers of two decades and is involved with all aspects of portfolio management and client relationships.

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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