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Michelle Buckley
Michelle Buckley, CFA, CAIA
Chief Investment Officer

Michelle serves as Chief Investment Officer and Portfolio Manager at Baldwin Brothers, where she is responsible for the development and implementation of proprietary equity strategies, overall asset allocation and rebalancing, and integration of environmental, social and governance (ESG) parameters throughout investment decision making. She is also responsible for client relationship management. Prior to joining Baldwin, she held equity analyst and portfolio management positions at F.L. Putnam Investment Management, Columbia Threadneedle and Eaton Vance. Michelle, a CFA® and CAIA charterholder, received her AB cum laude from Princeton University. She is a member of the CFA Institute, CFA Society Boston, CAIA Association, and Boston Economic Club and serves on the Board of Trustees at Derby Academy in Hingham, Massachusetts.

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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