We take a multi-layered, holistic approach to supporting our relationships.
Delivering timely updates, reports and insights into global market activity and strategy performance.
Working together to build strong, trustworthy relationships across all business channels.
Providing accurate data and support for our investor and business relationships.
Operations, Compliance and Marketing
Read Kaitlyn's Bio
Kaitlyn’s primary responsibilities include managing and analyzing performance and asset data, updating key industry databases, trading of the BCM investment strategies and serves on the BCM Investment Committee. She also contributes to RFPs and assists with calculating monthly billing and payments.
Kaitlyn graduated from Bryant University with a B.S. in Business Management and an MBA in Global Finance.
Read Anne's Bio
Anne oversees all aspects of BCM’s compliance program. She is responsible for preparing regulatory filings; developing, testing, and revising policies and procedures; assessing key risk areas; and upholding BCM’s Code of Ethics. Anne provides guidance, advice, and training to management and employees on applicable regulatory requirements. She also approves advertising materials, drafts and negotiates contracts, and manages internal reporting and review. She has developed expertise in many facets of RIA compliance.
A graduate of Boston College and Boston College Law School, Anne is an attorney licensed in Massachusetts. She has previously worked in the financial services industry conducting anti-money laundering remediation and as a clerk in several law firms.
Read Courtney's Bio
Courtney’s responsibilities include brand management, strategic business development, client education, sales support, event management and directing the creation of online & print marketing communications and sales materials.
Courtney began her career at Athena Capital Advisors after earning a B.S. from Bentley University in Marketing. Courtney’s first role at Athena was assisting the Investment Research and Client teams, managing research data and processes, reporting and communications, and special projects. She then transitioned to the marketing team, where she assisted with the development of the firm’s marketing initiatives, branding and website management. Courtney holds the Series 65 securities license.
Read Annie's Bio
Annie’s primary responsibilities include the management of BCM’s CRM database and marketing automation systems, website maintenance and updates, and the execution of email and social media campaigns. She also manages BCM’s Bird’s Eye View blog and contributes to the creation, editing, and review of BCM’s educational and marketing collateral.
Annie is a Boston native and received her B.A. in Psychology from Boston College. Prior to joining BCM, she provided administrative, marketing, and accounting support to a Boston office supplies distributor.
Read Katy's Bio
Katy’s primary responsibilities include office management, operational support, and event coordination. She also assists with marketing materials and serves as BCM’s key point of contact for third-party vendors, as well as assisting with various ad-hoc administrative tasks.
Katy is a summa cum laude graduate of Bay Path University’s American Women’s College, holding a Bachelor of Arts in Liberal Studies. Before joining BCM, she worked as a nanny as well as a per diem secretary at Mt. Auburn Hospital while putting herself through school.
Want to know if you can access BCM’s strategies?
We are available through many TAMPs, and to hundreds of broker dealers and RIAs. We can help guide you in the right direction.
Fill out this quick form and we will get back to you with the best method to access these sector rotation-based strategies, or any of our other strategies that may be available to you.
Or call our consultants at (844) 401-7699.