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Bill Marvel
Bill Marvel
Managing Director

Bill is a Managing Director and Portfolio Manager. In addition to managing client relationships and portfolio management, Bill leads the firm’s sustainable investment initiatives. Bill joined Baldwin Brothers in 2008 and has over 20 years of experience in investment management and environmental and social investing. Bill is a Board member to several private companies. He earned an MBA from Boston University School of Management and a BS in Business Management from Ithaca College.

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


Dylan Sage

Managing Director

Jennifer Sanders


Teresa Tavares


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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