We are a boutique wealth management firm.
Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.
THE BBR PARTNERS DIFFERENCE
The BBR Partners difference has always been the people that make up our various communities. Thriving communities and teams, as we know, do not happen by chance. They are the deliberate result of thoughtful leadership, and adherence to a clear set of stated values and characteristics.
You are unique, your wealth should be managed that way.
OUR SERVICES
We are a culture of collaborators.
Steven R. Katz
Partner, Director of Portfolio & Wealth Advisory
Barry M. Klayman
Partner, Chief Operating Officer
Maya P. Han
Director of Portfolio & Wealth Administration
Jonathan P. Hoffman
Director of Brand Development
Jerry Hsieh
Director of Fund Accounting
Jordan R. Karen
Director of Portfolio & Wealth Advisory
Marc R. Koslowsky
Partner, Head of Investment Research
Darcy McFadyen
Partner, Head of Operations
Benjamin S. Metzger
Partner, Director of Portfolio & Wealth Advisory
Jonathan G. Miles
Partner, Deputy Chief Operating Officer and Head of Human Resources
Justin A. Molinaro
Partner, Director of Investment Research
Sarah E. Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago
