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What is a
firm beyond
its people?

Kindred spirits Milton Stern and Leo Marzen created Bridgewater Advisors in 1993.

Rather than build an empire, Milt and Leo aspired to deliver fantastic personal service and make a profound difference in the lives of clients. Through the years, they attracted a group of like-minded individuals who share a special chemistry.

Our team members come from a wide range of backgrounds, many of them far beyond the world of banking and investments. Your team includes both seasoned veterans and sharp young minds. Each of us brings complementary skills and perspectives. When we put them all together, you get the full benefit of our empathy and intellectual tenacity.

Watch a video about the Bridgewater Advisors Family
Meet our team
Bridgewater People DT
Leo Marzen

Leo Marzen

Founding Partner, CPA, CFA, CFP®
Barbara Leclerc

Barbara Leclerc

Co-Chief Investment Officer, Senior Advisor, CFA, CFP®
Gabe Bryan

Gabe Bryan

Senior Advisor, Partner, CFP®, EA
Ann Thibodeau

Ann Thibodeau

Senior Advisor, Partner
Matthew Pelz

Matthew Pelz

Co-Chief Investment Officer, Senior Advisor, Partner, CFP®
Josefine Teneback Cays

Josefine Teneback Cays

Senior Advisor, Partner, CFA, CFP®, EA
Sara Wicks

Sara Wicks

Director of Financial Planning, Partner, Advisor, CPA, CFP®
Jeffrey Moriarty

Jeffrey Moriarty

Director of Investments, CFA
Jacques Freeman

Jacques Freeman

Advisor, CFP®, EA
Yanying Lin

Yanying Lin

Advisor, CFP®
David Shaw

David Shaw

Advisor, CFP®
Ryan Wilkens

Ryan Wilkens

Advisor, CFP®
Olabode Aladenika

Olabode Aladenika

Senior Associate, CFP®
Marcus Wolf

Marcus Wolf

Associate
Sawyer Keyes

Sawyer Keyes

Associate
Marie Nido

Marie Nido

Associate
Kevin Soberanis

Kevin Soberanis

Senior Tax Manager, EA
Benjamin Bernard

Benjamin Bernard

Head Trader, Advisor, CFP®
Thomas Smyth

Thomas Smyth

Chief Operating Officer, Chief Compliance Officer, Partner
Natasha Ramkishun

Natasha Ramkishun

Senior Operations Associate, FPQP™
Timothy Feeney

Timothy Feeney

Senior Operations Associate, FPQP™
Joyce Williams-Samedy

Joyce Williams-Samedy

Office Manager
Michael Letizia

Michael Letizia

Operations Associate
Theobald (Teddy) Dengler XI

Theobald (Teddy) Dengler XI

Incoming Associate
Milton Stern

Milton Stern

In Memoriam
Planning
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