MEET THE TEAM
Portfolio Management Team
Wealth Management Team
Compliance & Operations Team
JEN BARKER, MBA
Client Service Representative
Investment Operations Associate
Janessa Gilbert joined BCWM in 2017 in a hybrid role assisting both the Portfolio Management and Wealth Advisor teams.
As an Investment Operations Associate, Janessa starts her day off before the market opens performing a vital function in reconciling custodial transactions and positions within our portfolio management system. She also assists with account maintenance, report generation, and trading activities.