BMA Advisors, LLC “RIA”

Glenn Andrews is the principal portfolio manager of BMA Advisors (“BMA”). Mr. Andrews received his Bachelor’s of Science degree in Finance from California State University, Northridge, where he was on the Dean’s List at the College of Business and Economics and is a member of the Phi Theta Kappa Scholastic Honors Society. Prior to BMA Mr. Andrews has held the Series 7, 63, and 55 securities licenses with no disciplinary actions.

Glenn Andrews is the principal portfolio manager of BMA Advisors, LLC with over 30 years of experience in the securities industry where he provided institutional and individual clients with research & investment advice in the securities of domestic companies. Mr. Andrews began his career as a floor broker on the Pacific Stock Exchange in Los Angeles, California with Pershing & Co., a division of Donaldson, Lufkin & Jenrette, Inc and was a member of the Securities Traders Association of Los Angeles (STALA).

Prior to BMA, Mr. Andrews managed the institutional sales and trading of several NYSE and NASD (now FINRA) firms where he specialized in providing institutions with equity research in small to mid-cap public companies. Mr. Andrews actively visited with public companies in a research capacity for institutional clients performing complex in-depth securities analysis and has extensive experience in due diligence, investigative research methods, forecasting, valuations, risk analysis as well as investment banking where he has been intimately involved in numerous public offerings and private placements.

Mr. Stead, Co-Portfolio Manager and Managing Director of BMA Advisors, has over 25 years of experience serving institutional and individual clients. His clientele as a bond trader included some of the most well known companies in the mutual fund and hedge fund industry.

His financial history and educational background include analysis in macroeconomics, mathematics, individual company analysis and corporate bankruptcy restructuring. Before BMA, Byron was associated with Morgan Stanley in Beverly Hills, California and Merrill Lynch in London, England. Byron brings his analytical skill-set to analyze companies and navigate ever changing economic environments.

Mr. Stead has a B.A. from University of Michigan in Financial Economics and Mathematics. Mr. Stead has passed the following exams: Series 65 and Series 7. Mr. Stead is an avid art collector and an accomplished pianist. 

Ami Arnold has actively participated in the formation and FINRA approval process of establishing a market making broker-dealer. Ami has a vast background in high-paced broker-dealer operations including developing compliance and due diligence procedures to enhance transparency of client transactions. Ami Arnold has sound operational and regulatory knowledge of the financial industry.

Ami has worked in Operations, for market making broker dealers, for over 25 years.

Ami graduated from Pitzer College in 1990; holding a Bachelor’s in Psychology, with Psy Chi International Honors.

Ami is a former faculty member of Business & Fashion Merchandising at Marymount California University.

She and her husband, Burt, are honorary members of Rotary International and are Paul Harris Fellows.

Daniel R. Burns is a member of the BMA advisory committee and is a co-portfolio manager, specializing in insurance, estate, and legacy planning. Mr. Burns has over 38 years of experience in the securities industry and has been awarded the lifetime designation of Chartered Life Underwriter (CLU®).

Mr. Burns attended Diablo Valley College and has held the Series 6, 7, 22, 24, and 63 securities licenses.

For 10-years Mr. Burns was a prominent member of the Portland Oregon Estate Planning Council and prior to founding Burns Capital Investment Advisors, was the Principal of an Office of Supervisory Jurisdiction for Lincoln Financial Securities Corporation.

Mr. Burns brings extensive experience in financial planning for individuals, high- net-worth clients, company sponsored benefit 401(k), and executive benefit plans.