Institutional and Financial Institutions Sales Teams
James J. Barrett, M.B.A.
Vice President, Head of Institutional Sales
Jim joined Baron in 2010 as head of institutional sales. From 2008 to 2010, Jim worked at Citadel as head of global distribution. From 2007 to 2008, Jim worked at Bear Stearns as head of global business development. From 1998 to 2007, Jim worked at Northern Trust Global Investments and then Bank of New York as the global director of sales and servicing. From 1987 to 1997, Jim worked at American National Bank first as an economist, and then as director of marketing. Jim graduated from John Carroll University with a B.S. in Economics in 1984 and from Northwestern University with an M.B.A. in 1989. Contact Jim
Carla F. Avila, M.B.A.
Vice President, Head of Financial Institutions
Carla joined Baron in 2006 and is head of financial institutions. From 2004 to 2006, Carla worked at UBS AG as an executive director in new business development. From 1997 to 2004, Carla worked at JPMorgan Private Bank as a vice president. From 1993 to 1995, Carla worked at Banamex as an economic and industry research associate. From 1991 to 1992, Carla worked at Ludwig von Mises Institute as a project director of NAFTA. Carla graduated from Universidad Iberoamericana with a B.B.A. in 1991 and from MIT Sloan School of Management with an M.B.A. in 1997. Contact Carla
David Kaplan, M.B.A.
Vice President, Senior Director, Institutional Sales - East Coast
David joined Baron in 1993 and is a senior director of institutional sales. From 1987 to 1993, David worked at Moran Asset Management as assistant vice president. From 1985 to 1986, David worked at Douglas Bremen and Co. as an account executive. David graduated from Union College with a B.A. in Economics in 1985 and from New York University Stern School of Business with an M.B.A. in 1991. From 1983 to 1984, David also attended the London School of Economics. Contact David
Meeta Singal
Vice President, Director, Institutional Sales - Center Region
Meeta joined Baron in 1998 and is a director of institutional sales. From 1996 to 1998, Meeta worked at Salomon Brothers Asset Management in marketing. From 1993 to 1995, Meeta worked at Jurika and Voyles in fixed income analysis. Meeta graduated from Rutgers University with a B.A. in Economics in 1987. Contact Meeta
Lawrence Pokora
Vice President, Director, Institutional Sales
Lawrence joined Baron in 2012 and is a director of institutional sales. From 2006 to 2011, Larry was the senior vice president of investor relations at Paulson & Company. From 2004 to 2006, he worked at Chartwell Investment Partners as a senior vice president responsible for U.S. institutional and sub-advised sales and marketing. From 1992 to 2003, Larry was a managing director at SEI Investments and Brandywine Asset Management. From 1983 to 1991, Larry worked at Mellon Financial Services and Mellon Bank as a senior vice president and system analyst. Larry graduated from the Community College of Allegheny County with an associate degree in Computer Science in 1982. Contact Lawrence
Ashley Bradley, M.B.A.
Director, Financial Institutions
Ashley joined Baron in 2012 as a director of financial institutions. From 2004 to 2005, she worked at Bessemer Trust Company, N.A. as a vice president of alternative investments. She focused on investment analysis and investor relations in her responsibilities for manager selection and fund-raising for the fund of funds program. From 2001 to 2004, Ashley was a business development associate at JPMorgan Private Bank. From 1995 to 1999, she worked in merchandising and marketing roles at The Sak, Inc. and GAP, Inc. From 1993 to 1994, she worked at Govett & Company, Ltd. as an associate wholesaler. Ashley graduated magna cum laude from Denison University with a B.A. in History in 1993 and from New York University Stern School of Business, with an M.B.A. in 2001.
Sneha Mehta
Manager, Databases and RFPs
Sneha joined Baron in 2008 as a manager of databases and RFPs. From 2007 to 2008, Sneha worked at Brookfield Asset Management as an associate in the Private Equity group. From 2002 to 2007, Sneha worked at Oppenheimer Funds as a manager. Sneha graduated from the University of Texas at Austin with a B.A. in Government in 1998. Contact Sneha
Oksana Miller
Database and RFP Associate
Oksana joined Baron in 2012 as a database and RFP associate. From 2011 to 2012, she worked at Gerson Global Advisors as an analyst. From 2009 to 2010, Oksana worked at the United Nations first as a policy analyst, then as a program management analyst. From 2002 to 2008, she worked at Mariner Group as a consultant and analyst. Oksana graduated from Horlivka State Pedagogical Institute of Foreign Languages, Ukraine in 2008 and from New York University with an M.P.A. in 2012. Contact Oksana
Olga Hernandez, M.B.A.
Manager, Institutional Client Services
Olga joined Baron in 2010 as a manager of institutional client services. From 2004 to 2010, Olga worked at Citigroup’s Private Bank, first in Professional Development and then in the Ultra High Net Worth group as a banker associate. From 1998 to 2003, Olga worked at J.P. Morgan Chase’s Private Bank in several client relationship and development roles. Olga graduated from the University of Chicago with a B.A. in Psychology in 1998 and from Columbia Business School with an M.B.A. in 2005. Contact Olga