Meet the Team
With over 125 years of combined experience, each member of our team brings a wealth of experience, honed through decades of navigating the dynamic landscapes of finance, regulations, and market trends.

Craig Cmiel
Director - BX Real Estate

Chris McHeffey
Director - BX Indexing

Tim Fortier
Director - BX CIO Services

About Our Team
Leveraging our extensive experience in managing complex portfolios and staying on top of market trends, we collaborate closely with RIAs to craft investment strategies that align with their clients’ objectives.
Our team’s collaborative approach fosters a deep partnership with RIAs, ensuring that they can tap into our expertise to optimize their investment decisions, manage risk, and navigate the ever-evolving financial markets effectively.