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Michael Baldwin
Michael Baldwin
Founder and Chairman

Michael founded the firm in 1974 after working at Morgan Guaranty and remains very active in client relationships, portfolio management and leadership of the firm. Michael also founded the Marion Institute, with a core mission of driving and inspiring change in the areas of health and healing, sustainability, education and spirituality. He is also currently trustee of the Nathaniel Saltonstall Arts Fund, The Garfield Foundation and Northeast Investors. Michael has a BA from Harvard University.

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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