Jena came to Baldwin Brothers in January of 2005. She oversees operations, maintaining and establishing policies and procedures and working closely with the operations team. Additionally she services a large number of clients and their investment portfolios alongside the portfolio managers

Jena Viera
Director of Operations
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