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
Managing Director, Financial Advisor
Chris Calvelli
Managing Director, Sr. Investment Consultant
Andrew Epstein
Managing Director, Financial Advisor
Nick Costello
Director, Financial Advisor
Kathy Beronja, CFP®
Director, Financial Advisor
Kirsten Dickinson, CFP®
Senior Vice President, Associate Financial Advisor
Brittany Boyle
Assistant Vice President, Senior Client Specialist
Monica Mullen WMCP®
Senior Client Specialist
Jaime Johnson
Client Assistant
Bailey Adkins, CFP®
Senior Client Specialist
Anna Ferkel, CFP®
Assistant Vice President, Client Specialist