We will be here for you, aspire to understand and value your business priorities and goals – and to provide you with the support and service you need to propel your business forward.
Chief Executive Officer
Chief Investment Officer
Chief Development Officer
Director of Business Development
Director, Trading Operations
Angela is responsible for daily account reconciliation, research, model design, trading and quarterly performance reporting. She is the point of contact for advisors for learning the BCJ models, setting up advisor online access to view their clients’ accounts and account performance, performance questions and trading questions.
Trading & Portfolio Manager
Ethan supports our in-house trading operations including model enrollments, rebalances, reporting, research, and trading.
Stephanie works with our CEO in managing the day-to-day operations at BCJ, as well as acting as a central point of contact through initial advisor transitions, then remaining as a continuous resource for support to our advisors and their teams.
Carly closely with business development services and advisor relations, as well compliance oversight assistance and operational support.
Service Center Coordinator
Natalie is the point of contact for assistance with proposals, applications and account transfers within the Proposal System – acting as the liaison between our custodians and the advisors/solicitors. Natalie also assists with trade requests within the company and creating reports.
Advisor Services Specialist
Amber assists advisors with applications and account transfers, as well as CRM update.
Advisor Services Specialist, LADL Business
Tiffany is assists in billing management as well as our LADL business. In this area, she is responsible for the submissions of new business from agent appointment, to illustration support, application submission, underwriting, and placement.
Director of Marketing
Alexsa is the director of branding and marketing communications for the firm. She develops and implements brand and marketing strategy initiatives for both the firm and our advisors, including multi-channel and integrated marketing based on advisor/client research and review. Additionally, Alexsa manages compliance oversight for marketing for both the firm and our advisors.
Hannah works directly with our Marketing Director to support our marketing department and team to help manage brand and marketing initiatives. Hannah provides support with reporting, design, and digital projects for the firm and our advisors.