We are a boutique wealth management firm.

Highly customized investment strategies, meticulously bespoke advice, one client at a time.

OUR FOUNDING STORY

Our founding values of empathy, rigor and integrity are supported by the behaviors of curiosity, relentless objectivity, respect and constant improvement.

Founders Brett Barth & Evan Roth discuss growing through change in BBR To-Go’s Episode 1.

View BBR To-Go Episode 1

You are unique, your wealth should be managed that way.

OUR SERVICES

We are a culture of collaborators.


Douglas B. Cohen

 

Director of Operations & Project Management

Nicole C. Davis

 

Deputy Chief Operating Officer of Portfolio & Wealth Advisory

Stephanie M. Diamond

 

Director, Impact Driven Client Solutions

Scott M. Ehrlich

 

Partner, Chief Technology Officer


Regina J. Gatti

 

Director of Talent Acquisition

Michael S. Goldberg

 

Partner, Director of Portfolio & Wealth Advisory

Stephanie J. Gromek

 

Co-Managing Partner, Director of Portfolio & Wealth Advisory

Jennifer M. Joyce

 

Partner, Chief Operating Officer of Portfolio & Wealth Advisory

Michael W. Anson

Partner, Chief Administrative Officer & Chief Compliance Officer

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Brett H. Barth

 

Co-CEO

Bradley R. Bernard

 

Director of Portfolio & Wealth Advisory

MEET OUR TEAM