Meet the team

Daniel Walsh

Managing Partner

Managing Partner focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Christopher Muller

Chief Investment Officer

Chief Investment Officer focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Andrew Martin Davis

Head of Family Office

Head of Family Office focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Paul Michael Diamond

Business Owner Advisory Lead

Business Owner Advisory Lead focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Brenda Garrett

Director of Client Experience

Director of Client Experience focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Abigale Lischak

Marketing and Communications Director

Marketing and Communications Director focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Daniel Walsh

Managing Partner

Managing Partner focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Andrew Martin Davis

Head of Family Office

Head of Family Office focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Paul Michael Diamond

Business Owner Advisory Lead

Business Owner Advisory Lead focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Mick Todd

Senior Portfolio Strategist

Senior Portfolio Strategist focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Jonathan Warren

Senior Wealth Advisor

Senior Wealth Advisor focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Robert Phillip

Estate Planning Liaison

Estate Planning Liaison focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Sean Jeffrey Vincent

Family Governance Advisor

Family Governance Advisor focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Patrick Armstrong

Portfolio Manager

Portfolio Manager focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

David Anthony Bell

Tax Strategy Lead

Tax Strategy Lead focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Adam Ross Jack

Investment Strategist

Investment Strategist focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Joshua Silverstein

Risk Management Lead

Risk Management Lead focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Eddie Carter

Alternative Investments Specialist

Alternative Investments Specialist focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Isabelle Lorette

Private Client Advisor

Private Client Advisor focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Adrien Terrell

Client Service Director

Client Service Director focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Ronald Ryan

Client Relationship Manager

Client Relationship Manager focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Dawn Nguyen

Operations Manager

Operations Manager focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Sophia Jane

Financial Planning Associate

Financial Planning Associate focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Lory Ann Timothy

Client Onboarding Specialist

Client Onboarding Specialist focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Christopher Muller

Chief Investment Officer

Chief Investment Officer focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Liam Johnson

Agent

Agent focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Dwight Williams

Research Analyst

Research Analyst focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Jerry Tyler

Investment Committee Member

Investment Committee Member focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Matthew Simons

Compliance Officer

Compliance Officer focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.

Patrick Armstrong

Portfolio Manager

Portfolio Manager focused on coordinated planning, portfolio discipline, and responsive service for BMS Capital private clients.