We take a multi-layered, holistic approach to supporting our relationships.

Direct Communications

Delivering timely updates, reports and insights into global market activity and strategy performance.

Cohesive Collaboration

Working together to build strong, trustworthy relationships across all business channels.

Sophisticated Results

Providing accurate data and support for our investor and business relationships.

Operations and Marketing

Kaitlyn M. Kenney, MBA  

Partner, Director of Operations & Trading

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.

Courtney A. Doyle  

Partner, Director of Marketing

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.


Compliance Program

Raul Villegas, Senior Director at Foreside Management Group, serves as BCM’s Chief Compliance officer and manages the compliance program. If you need to speak with a compliance representative, please contact compliance@investbcm.com or call (888) 777-0535.

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.