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’s responsibilities include approving marketing and advertising materials, verifying performance for the firm’s investment strategies and composites, reconciling employee trading activities, conducting ongoing testing and revision of policies and procedures, assisting with regulatory filings, and reviewing contracts. She also researches regulatory developments and works on other compliance-related initiatives.
A graduate of Boston College and Boston College Law School, Anne is a member of the Massachusetts Bar. She has previously worked in the financial services industry on an Anti-Money Laundering Remediation project 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 organizing direct mail campaigns, CRM database management, assisting with marketing material, and conference logistics management. She also provides employee onboarding support and updates the BCM Advisor and Fidelity portals with current materials. She serves as a liaison to BCM’s IT department, and assists with opening new Fidelity accounts as needed.
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.
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 internal consultants at (844) 401-7699.