BRIDGEPORT FINANCIAL SOLUTIONS LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 325485). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 27 people.
| Name | Role | Location |
|---|---|---|
| Eric Schwartz | TRUSTEE | Fairfield, IA |
| Miller Aaron | MANAGER | Chicago, IL |
| Amy Lynn Webber | MANAGER | — |
| Colleen Mcguire Bell | MANAGER | — |
| Jeffrey Francis Vivacqua | MANAGER | — |
| Seth Aaron Miller | MANAGER | — |
| Andrea Lynn Shafer | CHIEF SUPERVISION OFFICER | — |
| Carla Jean Stone | CHIEF ACCOUNTING OFFICER | — |
| Tammy Ann Robbins | MANAGER | — |
| Stephen Michael Youhn | CHIEF COMPLIANCE OFFICER | — |
| Richard Henry Kuhlman | CHIEF LEGAL OFFICER | — |
| Eddie Thomas Rollins | MANAGING DIRECTOR | — |
| Kelly A Schwartz | TRUSTEE | — |
| YOUHN STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| ROLLINS EDDIE THOMAS | MANAGING DIRECTOR | — |
| SCHWARTZ ERIC | MANAGER; TRUSTEE | — |
| WEBBER AMY LYNN | MANAGER | — |
| BOYLES RICHARD CHARLES | MANAGER | — |
| STONE CARLA JEAN | CHIEF ACCOUNTING OFFICER | — |
| VIVACQUA JEFFREY FRANCIS | MANAGER | — |
| BELL COLLEEN MCGUIRE | MANAGER | — |
| Graham Nelson Murphy | CHIEF TECHNOLOGY OFFICER | — |
| Shafer Andrea Lynn | CHIEF SUPERVISION OFFICER | — |
| Robbins Tammy Ann | MANAGER | — |
| Kuhlman Richard Henry | CHIEF LEGAL OFFICER; SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | civil | — | — | — |