People - Evan M. Roth

Evan is a Managing Partner of BBR Partners, co-running the firm, and a Director of Portfolio and Wealth Advisory. He is also a member of the Investment Committee. He co-founded the firm in 2000 and works with clients to develop an overall financial strategy, managing their investments and executing their wealth management plans. Evan’s focus is working with multigenerational families and individuals who have newly-created wealth to define and translate their values into a comprehensive, sophisticated investment program. Prior to founding BBR, Evan served as the Director of Private Accounts for Global Asset Management (GAM), where he developed and grew the firm’s U.S. high-net-worth business and developed sophisticated investment strategies for his clients. Prior to GAM, Evan was in Goldman Sachs’ Asset Management Division. Evan graduated with a concentration in Finance from the Wharton School and holds an additional degree in International Relations from the University of Pennsylvania. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Evan is a member of the Gotham chapter of the Young Presidents Organization and is on the Board of Directors of the Jewish Community Project (JCP) in downtown Manhattan. He is a Life Trustee of The Kentuckians of New York and is actively involved with the Mary Byron Foundation and Bancroft NeuroHealth. Evan is often quoted in publications such as The New York Times, Bloomberg, Worth Magazine and Newsweek.