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Will Klein
Will Klein, CFA
Senior Research Analyst

Will is a Senior Research Analyst at Baldwin Brothers. As a member of Baldwin Brothers’ investment and research teams, he meaningfully contributes to the firm’s investment policy, macroeconomic outlook and security selection. He is likewise integral to Baldwin’s Core and ESG equity strategies. He also works as an analyst for New Summit’s Highwater Global Fund. Will joined Baldwin Brothers in 2013. He holds the Chartered Financial Analyst® designation, is a member of the CFA Institute and CFA Society Boston and earned a Bachelor of Arts from Bard 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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