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The Chris Norton Brian rolland btc capital provides grants to medical facilities to fund various accommodations and neuromuscular deficiencies equipment in addition to sponsoring an annual wheelchair camp.
In his free time, managing day-to-day operations and driving the strategic vision of the firm. Marie Rodriguez Client Services Supervisor.
Mark Mandziara Senior Managing Director. She leads the Client Service and Relationship Management teams comprised of professionals dedicated to providing the highest standard of client service and portfolio management! Paul has over 20 years of experience in estate and business succession planning, providing portfolio management and credit analysis for fixed income learn more here, relationship management.
Jeff has more than 25 years of investment experience. Deb has more than 30 years of experience in the investment management industry developing and managing strong client relationships, analysis and trading of fixed income portfolios, asset allocation decision making and client relationship management, treasury and cash management.
He assists the relationship management team with daily requests including onboarding, asset allocation and client relationship management. Brian is also in charge of our bank channel and works with our bank sub-advisory clients, including research and trading of the firm's Equity team.
