Our Story & Team

OUR STORY

A long time ago, I realized that to achieve my personal financial goals, I needed to have the full universe of investment solutions to select from, and that being confined by a corporate solution could limit my success. I founded Biechele Royce Advisors for investors like me, who want the freedom to be able to invest in opportunities in both the public and private equity markets.


From the bottom up, we do the research to find high quality individual stocks with attractive long-term valuations. We believe in building diversified, yet concentrated portfolios comprised of our highest conviction opportunities. This philosophy extends beyond our internally managed equity portfolios, to external managers who expand our investment universe and complement, as well as challenge, our research and investment thesis'.


We recommend that clients invest in the same investments we put our own money in. Like our clients, over the past 30 years, we continue to thrive.

Justin Beichele Whelan III

CFP, ChFC, CLU

Founding Partner, CEO

Thomas A.

Barrett

AAMS

Chief Investment Officer

Matthew C. Sanchez

CFP, CEPA, CVB

Private Wealth Advisor

Rachel

Rhiver

CFP 


Director of Operations

Brian L. Hettmansperger

CPA


Director of Insurance

George S.

Sparks, Jr.

CPA, PFS, MBA, CFF

Director Barnes Dennig

Andrew J. Bertke

CPA, PFS, MBA, CFF

Director Barnes Dennig

Carlos

Sanchez

CFP

Private Wealth Advisor

Steve

Allen

CPA, PFS, CKA

Private Wealth Advisor

Justin Biechele Whelan III

CFP®, ChFC®, CLU®

Founding Partner, CEO

Thomas A. Barrett

AAMS®

Partner, Chief Investment Officer

Matthew C. Sanchez

CFP®

Private Wealth Advisor

Rachel A. Leahy

CFP® 

Director of Operations, Private Wealth Advisor

Carlos A. Sanchez 

CFP®, CDFA®

Private Wealth Advisor

George S. Sparks, Jr.

CPA, PFS, MBA, CFF

Director Barnes Dennig

Andrew J. Bertke

CPA, PFS, MBA, CFF

Director Barnes Dennig

Brian L. Hettmansperger

CPA

Director of Insurance

Steve Allen

CPA, PFS, CKA

Private Wealth Advisor

Monika Gupta

Wealth Advisor Associate

Tony Milburn

Private Wealth Advisor

Monika Gupta

Wealth Advisor Associate

Andrew Schuler

Portfolio Administrator

Roberta Norwood

Operations Assistant

Nancy Matt

Operations Assistant

Andrew Schuler

Portfolio Administrator

Roberta Norwood

Operations Assistant

Nancy Matt

Operations Assistant

Kelsey Fox

Operations Assistant

Masey Saylor

Operations Assistant

Masey Saylor

Operations Assistant

Kelsey Fox

Operations Assistant

OTHER LINKS

Wealth Management Services

Business Owner Services

Our Team

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Disclosures


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