BBR Partners Hires Chief Operating Officer
NEW YORK (January 1, 2009)
BBR Partners, a New York-based wealth management firm, announced today the hiring of Cary Klivan as the firm’s new Chief Operating Officer.
Mr. Klivan, previously Managing Director of Amber Partners where he was responsible for US operations, will join BBR starting January of this year. His main responsibilities will include coordinating operational efforts to ensure efficient, secure and effective internal processes. “Cary will be an excellent addition to our firm. He has extensive experience in developing and executing operational process improvements and financial procedures, which will allow BBR to continue providing a high level of service to our clients,” said Brett Barth, a Managing Partner of BBR.
BBR Partners currently has 50 employees in the areas of Client Service, Investment Management, Portfolio Administration and Business Administration. The firm does not have set growth or hiring goals, but will continue to strategically hire to be able to provide best-in-class technological and operational solutions for clients.
About BBR Partners:
BBR Partners is a boutique wealth management firm providing investment advice and financial solutions to a select group of wealthy families. BBR’s core service is investment management, which is distinguished by a sophisticated approach to asset allocation and intensive manager due diligence. BBR Partners integrates cutting edge tax and trust and estate planning, which is key to ensuring the success of their clients’ investment strategies and the enhancement of wealth transfer goals. BBR services families with a minimum of $20 million in investable assets.
