Asset Management Team

Paul Cantor

Chairman

Will Wurm

CEO and Senior Portfolio Manager

Veronica Marton

Partner and Director of Client Relations

Evan Slater

Vice President and Fixed Income Portfolio Manager

Michael Stern

Vice President and Portfolio Manager

Richard Owen

Vice President and Portfolio Manager

Brad Small

Vice President, Insurance and Retirement Planning

Will Wurm

Will has been a portfolio manager since 1992 when he started at Merrill Lynch and became a partner at BHA in 2003. He became the firm’s CEO in 2012 and oversees the firm’s investment strategies. Will concentrates on longer-term investment strategy and equity selection as well as managing our in-house mutual fund. Will is a graduate of Williams College and is a Chartered Financial Analyst (CFA).

He is an avid sailor and is the founder and a board member of the Jamie Boeckel Memorial Foundation, which supports ongoing efforts to promote safety at sea for younger sailors. Will is also a board member and treasurer of the Stamford Yacht Club. He resides with his wife and two children in Darien, Connecticut.