The ECAB Investment Group
Team Accolades
ECAB named to Barron’s Top 100 PWM Teams in 2021*, Barron's Top 250 PWM Teams in 2025**, and
Forbes/SHOOK Research 2023-2026 Best in State Wealth Management Team***
Our Services
We are committed to providing the highest level of quality service to our clients.
Bull & Baird Blog
Michael Antonelli's market blog. Click below to see the most recent posts from Michael about the stock market.
*Publication as of April 2021. Rankings based on data in 2020.
**Publication as of May 9, 2025. Rankings based on data as of December 31, 2024.
***Publication as of January 7, 2026. Rankings based on data as of March 31, 2025.
Personalized Financial Services
As your Financial Advisor, our most important job is to truly understand your needs and what your goals and objectives are.
Our Practice
"Our mission is to operate a comprehensive financial advisory practice, with a highly qualified team, in order to provide the most professional, reliable, and consistent financial advice to our clients.“ - The ECAB Group
About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.
Meet Our Team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
David Epstein
Managing Director, Financial Advisor
Chris Calvelli
Managing Director, Sr. Investment Consultant
Andrew Epstein
Managing Director, Financial Advisor
Nick Costello
Director, Financial Advisor
Kathy Beronja, CFP®
Director, Financial Advisor
Kirsten Dickinson, CFP®
Senior Vice President, Associate Financial Advisor
Monica Mullen WMCP®
Senior Client Specialist
Brittany Boyle
Assistant Vice President, Senior Client Specialist
Jaime Johnson
Client Assistant
Bailey Adkins, CFP®
Senior Client Specialist
Anna Ferkel, CFP®
Assistant Vice President, Client Specialist