Meet the Team

The BTR team appreciates the challenging, detail-focused, and intellectually rigorous nature of research-driven investment management. Our portfolio managers constantly push each other’s thinking and strive to put the firm’s best investment ideas into each portfolio we manage. We work as a cohesive and supportive team in serving our clients. Our principals set a high bar for talent and value the training and accomplishment of top-tier academic credentials and professional certifications. We look for individuals who share our passion for, and devotion to, helping our clients solve their toughest investment challenges.