Intermediary Sales Team

David  Feldman

David Feldman

Vice President, Head of Intermediary Sales

David joined Baron in 2010 as head of intermediary sales. From 1986 to 2009, David worked at Columbia Management Distributors, Inc. in several sales positions; he was named managing director in 1997 and head of intermediary sales in 2007. David graduated from the University of Massachusetts at Amherst with a B.S. in 1986. Contact David

David  Judice, M.B.A.

David Judice, M.B.A.

Vice President, Head of National Accounts

David joined Baron in 2010 as head of national accounts. From 1997 to 2010, David worked at Morgan Stanley Smith Barney and its predecessor firms in various research positions and was named director of non-U.S. and growth strategies research in 2009. From 1995 to 1997, David worked at Alliance Capital as an investment analyst and marketing specialist. From 1994 to 1995, David worked at Gruntal & Co. as an equity research associate. David graduated from University of Michigan with a B.A. in Political Science in 1993 and from New York University Stern School of Business with an M.B.A. in 2001. Contact David

Roy  Bentzen

Roy Bentzen

National Account Manager

Roy joined Baron in 2012 as national account manager. From 2006 to 2012, he worked at AllianceBernstein, first as a strategic relationship manager and then as a partner relationship officer. From 2004 to 2006, Roy worked at Great-West Retirement Services as a client relationship manager. Roy graduated from Rider University with a B.S. in Business Administration in 2003.

 

Bill  Zorovich

Bill Zorovich

Regional Director, External Wholesaler - Mid-Atlantic Region

Bill joined Baron in 2009 as a regional director. From 2005 to 2009, Bill worked at Van Kampen Investments as a regional vice president. From 2002 to 2005, Bill worked at Citigroup Asset Management as a director of sales. From 1996 to 2001, Bill worked at Merrill Lynch Investment Management as a regional vice president. From 1996 to 2001, Bill worked at Salomon Brothers Asset Management as a vice president. From 1986 to 1992, Bill served as a Lieutenant Commander in the U.S. Navy. Bill graduated from St. John's University with a B.S. in Mathematical Physics in 1986 and from Troy University with an M.S. in Management in 1994. Contact Bill

Doug F. Rowe

Doug F. Rowe

Regional Director, External Wholesaler - Southwest Region

Doug joined Baron in 2009 as a regional director. From 1994 to 2009, Doug worked at American Funds Distributors as a senior vice president. From 1992 to 1994, Doug worked at Putnam Investments as a vice president and regional marketing director. From 1982 to 1992, Doug worked at Leggette and Co. as a vice president and senior consultant. Doug graduated from Florida State University with a B.S. in Clinical Psychology in 1978. Contact Doug

Brian   McNamara, M.B.A.

Brian McNamara, M.B.A.

Regional Director, External Wholesaler - Midwest Region

Brian joined Baron in 2011 as a regional director. From 2002 to 2011, Brian worked at Calamos Investments as a vice president and investment consultant. In 2002, Brian worked at DWS Investments as a client service representative. From 2000 to 2001, Brian worked at Valhalla Group as an equity trader. Brian graduated from Monmouth University with a B.S. in Finance in 2001 and from Northern Illinois School of Business with an M.B.A. in 2007. Contact Brian

Scott  Koziol, CIMA

Scott Koziol, CIMA

Regional Director, External Wholesaler – Southeast Region

Scott joined Baron in 2011 as a regional director. From 2004 to 2011, Scott worked at Calamos Investments as a vice president and senior investment consultant. From 1992 to 2004, Scott worked at Scudder Investments, first as a sales support representative, then as an inside wholesaler and finally as a senior regional vice president. Scott graduated from Illinois State University with a B.S. in Finance in 1992. Contact Scott

Mark J. Whitehouse, M.B.A.

Mark J. Whitehouse, M.B.A.

Regional Director, External Wholesaler – New England Region

Mark joined Baron in 2011 as a regional director. From 2005 to 2011, Mark worked at Invesco, Ltd. as a regional vice president. From 1991 to 2005, Marked worked at Eaton Vance, first as a shareholder service representative, then as an internal wholesaler and finally as a vice president and regional representative. Mark graduated from University of Massachusetts with a B.S. in 1991 and from Southern New Hampshire University Graduate School of Business with an M.B.A. in 1996. Contact Mark

Wayne  Ouimette

Wayne Ouimette

Regional Director, External Wholesaler – West Region

Wayne joined Baron in 2011 as a regional director. From 1996 to 2011, Wayne worked at Legg Mason, Inc. and its predecessor firms as a sales director. From 1993 to 1996, Wayne worked at Smith Barney as a sales and marketing representative and as an assistant vice president. From 1992 to 1993, Wayne worked at Shearson Lehman Brothers as a sales assistant. From 1990 to 1991, Wayne worked at First Investors Corporation as a registered representative. Wayne graduated from the University of Hartford with a B.S. in Business Administration in 1990. Contact Wayne

Tim  Barile

Tim Barile

Investment Specialist

Tim joined Baron in 2009 as an investment specialist. From 2007 to 2009, Tim worked at Allianz Global Investors Distributors as an investment specialist responsible for mutual fund and SMA sales to financial advisors. Tim graduated from Ramapo College of New Jersey with a B.S. in Business Administration in 2005. Contact Tim

Courtney  Hale

Courtney Hale

Investment Specialist

Courtney joined Baron in 2005 as a research assistant, was named sales and marketing associate in 2006 and then investment specialist in 2010. Courtney graduated from Southern Methodist University with a B.A. in 2005. Contact Courtney

Stephanie  Gisriel

Stephanie Gisriel

Investment Specialist

Stephanie joined Baron in 2011 as an investment specialist. From 2009 to 2011, Stephanie worked at Fidelity Capital Markets as a business analyst. Stephanie graduated from Trinity College with a B.A. in Economics in 2009. Contact Stephanie