Bart manages the firm’s investment research effort and oversees its platform of traditional and alternative investment managers, leading the due diligence process on new managers. Prior to joining MCM in 2007, Bart worked at Boston-based investment consulting firm, Wainwright Investment Counsel, and Albany Financial Planners, an independent financial planning firm.
With a B.S. in Finance from Siena College, Bart holds the Chartered Financial Analyst charter and Certified Financial Planner designations and belongs to the CFA Institute. Located in the Vermont office, he resides in Saratoga Springs, NY, with his wife and two children. Formerly a Siena College lacrosse player, Bart enjoys sports, reading, zymology and smoking BBQ.
Additional Certifications: CFA, CFP®
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