Intermediary Sales Team

David  Feldman

David Feldman

Vice President, Head of Intermediary Sales

David joined Baron in 2010 as head of intermediary sales. From 1986 to 2009, David worked at Columbia Management Distributors, Inc. in several sales positions; he was named managing director in 1997 and head of intermediary sales in 2007. David graduated from the University of Massachusetts at Amherst with a B.S. in 1986. Contact David

David  Judice, M.B.A.

David Judice, M.B.A.

Vice President, Head of National Accounts

David joined Baron in 2010 as head of national accounts. From 1997 to 2010, David worked at Morgan Stanley Smith Barney and its predecessor firms in various research positions and was named director of non-U.S. and growth strategies research in 2009. From 1995 to 1997, David worked at Alliance Capital as an investment analyst and marketing specialist. From 1994 to 1995, David worked at Gruntal & Co. as an equity research associate. David graduated from University of Michigan with a B.A. in Political Science in 1993 and from New York University Stern School of Business with an M.B.A. in 2001. Contact David

Bill  Zorovich

Bill Zorovich

Regional Director, External Wholesaler - Mid-Atlantic Region

Bill joined Baron in 2009 as a regional director. From 2005 to 2009, Bill worked at Van Kampen Investments as a regional vice president. From 2002 to 2005, Bill worked at Citigroup Asset Management as a director of sales. From 1996 to 2001, Bill worked at Merrill Lynch Investment Management as a regional vice president. From 1996 to 2001, Bill worked at Salomon Brothers Asset Management as a vice president. From 1986 to 1992, Bill served as a Lieutenant Commander in the U.S. Navy. Bill graduated from St. John's University with a B.S. in Mathematical Physics in 1986 and from Troy University with an M.S. in Management in 1994. Contact Bill

Brian   McNamara, M.B.A.

Brian McNamara, M.B.A.

Regional Director, External Wholesaler - Midwest Region

Brian joined Baron in 2011 as a regional director. From 2002 to 2011, Brian worked at Calamos Investments as a vice president and investment consultant. In 2002, Brian worked at DWS Investments as a client service representative. From 2000 to 2001, Brian worked at Valhalla Group as an equity trader. Brian graduated from Monmouth University with a B.S. in Finance in 2001 and from Northern Illinois School of Business with an M.B.A. in 2007. Contact Brian

Scott  Koziol, CIMA

Scott Koziol, CIMA

Regional Director, External Wholesaler – Southeast Region

Scott joined Baron in 2011 as a regional director. From 2004 to 2011, Scott worked at Calamos Investments as a vice president and senior investment consultant. From 1992 to 2004, Scott worked at Scudder Investments, first as a sales support representative, then as an inside wholesaler and finally as a senior regional vice president. Scott graduated from Illinois State University with a B.S. in Finance in 1992. Contact Scott

Mark J. Whitehouse, M.B.A.

Mark J. Whitehouse, M.B.A.

Regional Director, External Wholesaler – New England Region

Mark joined Baron in 2011 as a regional director. From 2005 to 2011, Mark worked at Invesco, Ltd. as a regional vice president. From 1991 to 2005, Mark worked at Eaton Vance, first as a shareholder service representative, then as an internal wholesaler and finally as a vice president and regional representative. Mark graduated from University of Massachusetts with a B.S. in 1991 and from Southern New Hampshire University Graduate School of Business with an M.B.A. in 1996. Contact Mark

Wayne  Ouimette

Wayne Ouimette

Regional Director, External Wholesaler – West Region

Wayne joined Baron in 2011 as a regional director. From 1996 to 2011, Wayne worked at Legg Mason, Inc. and its predecessor firms as a sales director. From 1993 to 1996, Wayne worked at Smith Barney as a sales and marketing representative and as an assistant vice president. From 1992 to 1993, Wayne worked at Shearson Lehman Brothers as a sales assistant. From 1990 to 1991, Wayne worked at First Investors Corporation as a registered representative. Wayne graduated from the University of Hartford with a B.S. in Business Administration in 1990. Contact Wayne

Ron  Stankiewicz

Ron Stankiewicz

Regional Director, External Wholesaler – NY Metro

Ron joined Baron in 2013 as a regional director. From 1999 to 2013, Ron worked as a vice president and regional director for Van Eck Global. From 1998 to 1999, he worked at Dreyfus Corporation as an account executive. Ron graduated from Dowling College with a B.A. in Business Administration in 1997. Contact Ron

Charles  Kruger

Charles Kruger

Regional Director, External Wholesaler - Southwest Region

Charles joined Baron in 2014 as a regional director. From 2008 to 2013, he worked at Arrow Investment Advisors as first an internal investment consultant and then a regional investment consultant. Charles graduated from Wake Forest University with a B.A. in History and Philosophy in 2008.
Brian  Cullen

Brian Cullen

Regional Director, External Wholesaler – Mid-Atlantic Region

Brian joined Baron in 2013 as an investment specialist and was named regional director in 2014. From 2011 to 2012, he was a private client banker at J.P. Morgan Chase. From 2009 to 2011, Brian worked at J.P. Morgan Chase as a personal banker. Brian graduated from Fordham University with a B.A. in Marketing and Communications in 2007.

Jennifer  Rommel, CIMA®

Jennifer Rommel, CIMA®

Regional Director, External Wholesaler – Central Region

Jennifer joined Baron in 2014 as a regional director. From 2000 to 2014, Jennifer was vice president at Touchstone Investments. From 1999 to 2000, Jennifer was employed at CNA Life Insurance Company as an internal wholesaler. From 1998 to 1999, Jennifer was an internal wholesaler at Talbot Financial Services. From 1994 to 1998, Jennifer held various positions at John Nuveen & Company. Jennifer graduated from the University of Iowa with a B.B.A. in Finance 1994.

Stephanie  Gisriel

Stephanie Gisriel

Associate National Account Manager

Stephanie joined Baron in 2011 as an investment specialist, was named investment specialist manager in 2013 and then associate national account manager in 2014. From 2009 to 2011, Stephanie worked at Fidelity Capital Markets as a business analyst. Stephanie graduated from Trinity College with a B.A. in Economics in 2009. Contact Stephanie

Laura  Simione

Laura Simione

Investment Specialist

Laura joined Baron in 2012 as an investment specialist. From 2011 to 2012, she was a regional sales associate at IndexIQ. From 2010 to 2011, Laura worked at Citigroup Private Wealth Management as an investment consultant. From 2007 to 2010, she was a sales associate at Legg Mason Global Asset Management. Laura graduated from the State University of New York at Oswego with a B.S. in Finance in August 2007. Contact Laura

James  Ryan

James Ryan

Investment Specialist

Jim joined Baron in 2013 as an investment specialist. From 2010 to 2013, he was an internal sales consultant at Aquila Group of Funds. From 2009 to 2010, Jim worked at Laidlaw & Company (UK) Ltd as a financial consultant in the private wealth management division. From 2007 to 2009, he was a senior recruiter at ITG Staffing. Jim graduated from Fordham University with a B.A. in Economics in 2006. Contact James
Sara  Firestone

Sara Firestone

Investment Specialist

Sara joined Baron in 2014 as an investment specialist. From 2011 to 2014, she was a financial representative and then a relationship manager at Fidelity Investments. From 2009 to 2011, she was employed at Dominick & Dominick LLC as a sales associate and trading assistant. Sara graduated from Yeshiva University Sy Syms School of Business with a B.S. in Business and Management in 2009.

James  O'Leary

James O'Leary

Investment Specialist

James joined Baron in 2014 as an investment specialist. From 2009 to 2014, he was a sales trader at Access Securities LP. James graduated from Williams College with a B.A. in Political Science 2007.