Bidart & Ross is a right-sized firm for clients who appreciate the benefits that come from one-on-one client service. With principals who have more than 20 years of experience and are personally vested and involved, you receive accurate information and reports that are vetted by a staff with deep investment expertise.
James Ross
MANAGING PARTNER
Annette Bidart
PARTNER - CONSULTANT
Michael Fleiner
PARTNER - CONSULTANT
Eric M. Verling, CFA
VICE PRESIDENT – HEAD OF RESEARCH
Amy Foster
VICE PRESIDENT – HEAD OF OPERATIONS
Dalius Kumpa
PORTFOLIO ANALYST – QUANTITATIVE RESEARCH
Sandy Garretson
OFFICE ADMINISTRATOR