Intermediary Sales
Our Intermediary Sales group provides sales support and service to meet the needs of investment advisors and their clients.
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.
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
Roy Bentzen
National Account Manager
Roy joined Baron in 2012 as national account manager. From 2006 to 2012, he worked at AllianceBernstein, first as a strategic relationship manager and then as a partner relationship officer. From 2004 to 2006, Roy worked at Great-West Retirement Services as a client relationship manager. Roy graduated from Rider University with a B.S. in Business Administration in 2003. Contact Roy
Bill Zorovich
Regional Director, External Wholesaler - East Coast 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.
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
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.
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, Marked 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
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
Stephanie Gisriel
Investment Specialist Manager
Stephanie joined Baron in 2011 as an investment specialist. 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
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
Brian Cullen
Investment Specialist
Brian joined Baron in 2013 as an investment specialist. 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. Contact Brian