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Institutional Investors - Contacts by Region
- • West
- • Midwest
- • East
Home Office
Head of Institutional Sales
Jim Barrett (212) 583-2076 jbarrett@baronfunds.com
Home Office
Consultant Relations
David Chow (212) 583-2081 dchow@baronfunds.com
Home Office
Head of EMEA
Stephen Millar +44(0)7769-958822 smillar@baronfunds.com
Home Office
Public Funds and Taft-Hartley Plans
Lucy Pesa (212) 583-2143 lpesa@baronfunds.com
Regional Directors
| Region | Name Contact Information | |
|---|---|---|
| • | West AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT, WA, WY | Jennifer Nigro, VP, Director (212) 583-2101 jnigro@baronfunds.com |
| • | Midwest AR, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, ND, NE, OH, OK, SD, TN, TX, WI | Meeta Singal, VP, Director (212) 583-2055 msingal@baronfunds.com |
| • | East AL, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT, WV | David Kaplan, VP, Senior Director (212) 583-2083 dkaplan@baronfunds.com |
Home Office
| Name | Title Contact Information |
|---|---|
| Jim Barrett, VP | Head of Institutional Sales (212) 583-2076 jbarrett@baronfunds.com |
| David Chow, VP | Consultant Relations (212) 583-2081 dchow@baronfunds.com |
| Stephen Millar, VP | Head of EMEA +44(0)7769-958822 smillar@baronfunds.com |
| Lucy Pesa | Public Funds and Taft-Hartley Plans (212) 583-2143 lpesa@baronfunds.com |
FAs and National Accounts - Contacts by Region
- • New England
- • Metro NY
- • Northeast
- • Mid Atlantic
- • Southeast
- • Ohio Valley
- • Midwest
- • Central
- • Southwest
- • Rocky Mountain
- • West
- • Northwest
New England
Metro NY
Northeast
Mid Atlantic
Southeast
Ohio Valley
Midwest
Central
Southwest
Rocky Mountain
West
Northwest
National Accounts
VP, Head of Intermediary Sales and National Accounts
David Judice (212) 583-2034 djudice@baronfunds.com
National Accounts
National Accounts
National Accounts
National Accounts
Regional Directors
| Region | Name Contact Information | |
|---|---|---|
| • | New England CT, MA, ME, NH, RI, VT | Mark Whitehouse (603) 661-8887 mwhitehouse@baronfunds.com |
| • | Metro NY NYC | Ron Stankiewicz, VP (917) 287-7248 rstankiewicz@baronfunds.com |
| • | Northeast DE, NJ, NY, PA | Bill Zorovich, VP (646) 556-5473 bzorovich@baronfunds.com |
| • | Mid Atlantic DE, MD, NC, SC, VA | Brian Cullen (203) 912-4433 bcullen@baronfunds.com |
| • | Southeast AL, FL, GA, MS, TN | Scott Koziol, VP (404) 433-6137 skoziol@baronfunds.com |
| • | Ohio Valley IN, KY, OH, WV | Matt O'Donnell (917) 615-4879 modonnell@baronfunds.com |
| • | Midwest MI, MO-east | Ian Forman (917) 933-0112 iforman@baronfunds.com |
| • | Central IA, IL, MN, NE, WI | Jennifer Rommel (773) 450-7495 jrommel@baronfunds.com |
| • | Southwest AR, LA, OK, TX | Charles Kruger (917) 882-2095 ckruger@baronfunds.com |
| • | Rocky Mountain AZ, CO, KS, MO-west, NE, NM, UT, WY | Jimmy O'Leary (646) 965-2657 joleary@baronfunds.com |
| • | West CA, HI, NV, OR, WA | Wayne Ouimette, VP (310) 292-6255 wouimette@baronfunds.com |
| • | Northwest AK, ID, MT, ND, OR, SD, WA | Cara Brokaw (206) 406-1820 cbrokaw@baronfunds.com |
Internal Investment Specialists
| Region | Name Contact Information | |
|---|---|---|
| • | West CA, HI, NV, OR, WA | Christopher Snow (212) 583-2176 csnow@baronfunds.com |
| •• | Midwest, Southeast MI, MO-east, AL, FL, GA, MS, TN | Andrew Kratsch (212) 583-2138 akratsch@baronfunds.com |
| •• | Metro NY, Rocky Mountain NYC, AZ, CO, KS, MO-west, NE, NM, UT, WY | Kush Joshi (917) 933-0145 kjoshi@baronfunds.com |
| •• | Mid Atlantic, Ohio Valley DE, MD, NC, SC, VA, IN, KY, OH, WV | Cullen Graves (917) 933-0162 cgraves@baronfunds.com |
| •• | Central, New England IA, IL, MN, NE, WI, CT, MA, ME, NH, RI, VT | Chris Fuccillo (917) 933-0169 cfuccillo@baronfunds.com |
| • | Northeast DE, NJ, NY, PA | Patrick Murphy (212) 583-2156 pmurphy@baronfunds.com |
| •• | Southwest, Northwest AR, LA, OK, TX, AK, ID, MT, ND, OR, SD, WA | Aniello O'Connor (917) 933-0175 aoconnor@baronfunds.com |
National Accounts
| Name | Title Contact Information |
|---|---|
| David Judice | VP, Head of Intermediary Sales and National Accounts (212) 583-2034 djudice@baronfunds.com |
| Glenn Smith | VP, National Sales Manager (212) 583-2007 gsmith@baronfunds.com |
| Stephanie Gisriel | VP, Director, National Accounts (212) 583-2187 sgisriel@baronfunds.com |
| Roger Mack | VP, Director, National Accounts (212) 583-2131 rmack@baronfunds.com |
| Chelsea M. Ameen | VP, Director, National Accounts (212) 583-2158 cameen@baronfunds.com |
RIAs - Contacts by Region
- • Northeast, Georgia
- • Southeast
- • Midwest
- • Pacific
- • Rocky Mountain
Northeast, Georgia
Southeast
Midwest
Pacific
Internal Investment Specialist
Thomas Dudley (917) 933-0137 TDudley@baronfunds.com
Rocky Mountain
Home Office
VP, Head of RIA Sales and Family Office Group
Frank Maiorano (212) 583-2183 fmaiorano@baronfunds.com
Regional Directors
| Region | Name Contact Information | |
|---|---|---|
| • | Northeast, Georgia CT, GA, MA, ME, NH, NJ, NY, OH, PA, RI, VT | Robin Thurau, VP (212) 583-2083 rthurau@baronfunds.com |
| • | Southeast AL, DE, FL, LA, MD, MS, NC, SC, TX, VA, WV | Eric Belgard, CFA (212) 583-2181 ebelgard@baronfunds.com |
| • | Midwest AR, IA, IL, IN, KS, KY, MI, MN, MO, NE, OK, TN, WI | Brian McNamara, CFA, VP (212) 583-2032 bmcnamara@baronfunds.com |
| • | Pacific AK, CA, HI, OR, WA | Liz Cassal, VP (925) 330-2175 lcassal@baronfunds.com |
| • | Rocky Mountain AZ, CO, ID, MT, ND, NM, NV, OK, SD, UT, WY | Frank Costigliola (917)-933-0122 fcostigliola@baronfunds.com |
Internal Investment Specialists
| Region | Name Contact Information | |
|---|---|---|
| • | Northeast, Georgia CT, GA, MA, ME, NH, NJ, NY, OH, PA, RI, VT | Jacob Rand (212) 583-2194 jrand@baronfunds.com |
| • | Southeast AL, DE, FL, LA, MD, MS, NC, SC, TX, VA, WV | Aaron Kaltbaum (917) 933-0136 akaltbaum@baronfunds.com |
| • | Pacific AK, CA, HI, OR, WA | Thomas Dudley (917) 933-0137 TDudley@baronfunds.com |
| • | Rocky Mountain AZ, CO, ID, MT, ND, NM, NV, OK, SD, UT, WY | James Doyle (917) 933-0174 jdoyle@baronfunds.com |
| • | Midwest AR, IA, IL, IN, KS, KY, MI, MN, MO, NE, OK, TN, WI | Autumn Martin (212) 583-2027 amartin@baronfunds.com |
Home Office
| Name | Title Contact Information |
|---|---|
| Frank Maiorano | VP, Head of RIA Sales and Family Office Group (212) 583-2183 fmaiorano@baronfunds.com |
Individual Investors
By Phone
212-583-2000
1(800) 99-BARON or 1(800) 992-2766
Shareholder Services:
1(800) 442-3814 or click here
By Mail
(For communications only; not for investments)
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767 Fifth Avenue, 48th Floor
New York, NY 10153
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Disclosure
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a limited purpose broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).