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Operations & Compliance

Team

Our multidisciplined team of specialists works together to offer comprehensive perspectives and solutions to all business and investment requests.

Becky Willis

Operations Specialist
Joined BCM: 2009
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Becky Willis has been with Brookstone Capital Management since November of 2009. She began working in the capacity of IAS and moved to the Operations Department in 2010. As part of the operations team Becky’s responsibilities consist of daily trading of Model Strategies which includes initial transactions and all aspects of rebalancing client accounts, management fee calculation and deduction, and helping to maintain strategic partner relationships. Prior to joining the Brookstone team, Becky was employed with a wholesale electrical parts manufacturer and supplier. She was an integral part of the sales group as the technical director in charge of evaluating client requirements . At that same time she was establishing a small business start-up with her husband. Becky earned her B.S. in Electrical Engineering, which has been an invaluable asset in her current role at Brookstone.

Marc Poulos

Operations Specialist
Joined BCM: 2015
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Marc Poulos joined Brookstone Capital Management in November, 2015. Prior to joining Brookstone, Marc spent 8 years at the Bank of Montreal. Most recently at BMO Global Asset Management, his responsibilities included both Relationship Management and New Business Development coverage through the affiliate bank channels of BMO Financial Group. Prior to joining BMO Global Asset Management, Marc was located in the Chicago office of BMO Capital Markets where he served as an International Banking Officer. There, he was responsible for capital markets product coverage to cross-border relationships, supporting middle-market to fortune 500 companies. He began his career with BMO Harris Bank where he worked as an Analyst in the Commercial Bank Lending Division. Marc earned a Bachelor of Arts in economics from The University of Kansas. 

Sharon Stone

Accounting & Human Resources
Joined BCM: 2007
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Oversees all accounting functions of Brookstone as they relate to all of our investment advisor representatives including annual renewals, registration payments and processing quarterly fees.

Ed Bandemer

Operations Associate
Joined BCM: 2018
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Michele Baise

Director of Operations
Joined BCM: 2007
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Michele Baise started at Brookstone Capital Management (BCM) in January 2007, just a few months after the launch of BCM. Dean Zayed recruited Michele from Waterstone Financial Group (WFG) and she jumped at the opportunity to be a part of a start up with Dean Zayed.  Before entering the financial services field, Michele worked as a software engineer writing test plans for Hewitt and Associates. She switched gears and entered the Financial Services Industry with WFG where she was a part of the Resource Center; transitioning and training new Registered Reps to the BD.  Michele has held numerous positions within BCM and is now the Director of Operations. Her current responsibilities include implementing back office operations, daily trading and rebalancing of all client accounts, and calculating and deducting quarterly fees.  Michele attended University of Wyoming and received her B.S. in Economics from University of Illinois at Chicago.

John Benesch

Finance & Billing Specialist
Joined BCM: 2018
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Sandy Robinson

Operations Specialist
Joined BCM: 2007
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Institutes and implements all back office operations, including daily trading, model rebalancing, client distributions, fee calculations and reporting. The operations department also maintains and establishes relationships with our strategic partners.