Institutional and Financial Institutions Sales Teams

James J. Barrett, M.B.A.

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.

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.

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

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

Ashley  Bradley, M.B.A.

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. Contact Ashley

Chelsea  Ameen

Chelsea Ameen

Director, Financial Institutions

Chelsea joined Baron in 2013 as a director of financial institutions. From 2006 to 2013, she was an associate and then vice president of core institutional equity sales at Goldman Sachs Group Inc. Chelsea graduated from the McIntire School of Commerce at the University of Virginia with a double major in Marketing and Finance in 2006. Contact Chelsea

Roger  Mack, M.B.A.

Roger Mack, M.B.A.

Director, Financial Institutions

Roger joined Baron in 2014 as a director of financial institutions. From 2009 to 2014, he was a vice president, director of platform development at Goldman Sachs & Co. From 2006 to 2009, Roger was employed at J.P. Morgan Securities as an executive director of prime brokerage. From 1997 to 2005, he was a director of institutional equity sales at UBS Investment Bank. From 1990 to 1997, Roger was employed at Oppenheimer Capital as a vice president, associate portfolio manager. From 1988 to 1990, he was a financial consultant at Shearson Lehman Hutton, Inc.  Roger graduated from Rochester Institute of Technology with a B.S. from the College of Applied Science and Technology in 1984 and from New York University Stern School of Business with an M.B.A. in 1996. Contact Roger