Broker Check

Our Team

The ECAB (Epstein Calvelli Costello Beronja) Investment Group has over 170 years of combined financial services experience and approximately 110 years has been at Baird. We believe in using the power of time and consistency in seeking to create wealth and the power of process and diversification in seeking to preserve it.

In 2023-2026, The ECAB Investment Group was named as Forbes/SHOOK Research Best In State Wealth Management Team. Published 1/7/26. Rankings based on data as of 3/31/25.

In 2025 and 2026, The ECAB Investment Group was named to Barron’s Top 250 Private Wealth Management Teams. Published 5/8/26 based on data as of 12/31/25.

In 2021, The ECAB Investment Group was named to Barron’s Top 100 Private Wealth Management Teams. Published 4/16/21 based on data as of 12/31/20.

David Epstein

David Epstein

Managing Director, Financial Advisor

Chris Calvelli

Chris Calvelli

Managing Director, Sr. Investment Consultant

Andrew Epstein

Andrew Epstein

Managing Director, Financial Advisor

Nick Costello

Nick Costello

Director, Financial Advisor

Kathy Beronja

Kathy Beronja, CFP®

Director, Financial Advisor

Kirsten Dickinson

Kirsten Dickinson, CFP®

Senior Vice President, Associate Financial Advisor

Brittany Boyle

Brittany Boyle

Assistant Vice President, Senior Client Specialist

Monica Mullen

Monica Mullen WMCP®

Senior Client Specialist

Jaime Johnson

Jaime Johnson

Client Assistant

Bailey Adkins

Bailey Adkins, CFP®

Senior Client Specialist

Anna Ferkel

Anna Ferkel, CFP®

Assistant Vice President, Client Specialist

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