Team Bios Archives

Veteran Spotlight – Jeffery Barrett

Posted: March 27, 2019

In January of 2019, Bancroft accepted its first class of Veteran Training Program Candidates. Among them, Jeffery Barrett, joined the Bancroft team in hopes of pursuing a career in the financial industry. Read on to learn more about Jeffery . Military Bio: Rank: SFC Job: Drill Sergeant and Military Police Officer Branch: U.S Army Reserve […]

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Spotlight – Larry Morris

Posted: February 27, 2019

Larry Morris serves as a senior advisor and consultant to Bancroft Capital. Read on as Larry shares why he calls Bancroft Capital a breath of fresh air, his greatest achievements, and his love of mentoring in the financial industry.

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Spotlight – Susan E. Gress

Posted: December 20, 2018

Susan Gress is a Senior Vice President and Plankowner at Bancroft Capital. As a client relationship manger, she provides a range of high-level customer services to clients as well as administrative and operational support to consultants. Susan has been servicing institutional clients for over 32 years, and has a wide range of expertise in client service, marketing support, investment performance, and portfolio analysis.

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