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Our Team

Empowering advisors since 1974 because performance matters. Get to know the faces behind BAS.
Lowell Pratt Jr., CFA
President and Chairman
Meet Lowell
Wayne Ferbert
Senior Managing Director
Meet Wayne
William A. Stewart
Director of Operations
Meet William
Alex Shen, CFA, CAIA
Director of Research
Meet Alex
Martin Walsh
Director of Technology
Meet Martin
Kenny Mezher, CFA, CFP®
Director of Analytics and Trading
Meet Kenny
Hannah Vass
Information Technology Specialist
Meet Hannah

Investment Committee

Alex Shen, CFA, CAIA
Co-Chair
Meet Alex
Adam Newman, CFA, CFP®, RICP®
Co-Chair
Meet Adam
Lowell Pratt, Jr., CFA
Meet Lowell
Yevgeniy Gushcha, PhD
Meet Yevgeniy
Andy Pratt, CFA, CAIA
Meet Andy
Joel Sues, CFA, CAIA
Meet Joel
Kenny Mezher, CFA, CFP®
Meet Kenny
Russ Floyd, CFA
Meet Russ