Briana Bailets

VP of Portfolio Accounting

Briana Bailets

VP of Portfolio Accounting

Briana is responsible for all portfolio operations including portfolio accounting, trade settlement, performance reporting and tax coordination. She has worked at the firm for 12 years and has over 15 years of experience in accounting and finance.

Briana has worked in various roles as a staff accountant, compliance officer and investment advisor in community banking. She holds a BS in Business Administration with an Accounting major from Bloomsburg University.