BGI ADVISORS - Key Persons
Job Titles:
- Financial Advisor
- Founder
- Managing Member
Becky holds a B.A. in American Studies from Yale University, where she graduated cum laude. She is a proud Tarheel, having completed her M.B.A. at the University of North Carolina at Chapel Hill. She has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts.
Becky is a financial advisor and engages clients on investments, including retirement planning and complex trust and estate services.
Becky brings over twelve years of experience in the private banking industry and over eight years of experience in commercial real estate. Becky was named in 2011 as one of the "Top 40 Under 40" business leaders in Florida by the South Florida Business Journal.
She has worked at bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs.
Kathy is the firm's Chief Compliance Officer and Office Manager. She is a Florida Atlantic University graduate, completing her BBA in Finance. Kathy interned with Banyan Global in 2019 and went on to work as an analyst with G4S Secure Solutions which was acquired by Allied Universal.
Kathy is a lifetime Florida resident and is bilingual in Spanish. In her spare time, she enjoys her two dogs Kya and Tiago and her horse Annie.
Kelly's responsibilities include client services, administration, and marketing. She is a student at Florida Atlantic University working toward a BA in Criminal Justice with a minor in Entrepreneurial Management.
Prema is a financial analyst. Her responsibilities include researching investment securities and compiling portfolio reviews and reports. She is a senior completing her BBA in Finance at Florida Atlantic University with a minor in Economics and a certificate in Cybersecurity, and will be joining (Lightman Capital/ Banyan Global) after graduating in May.