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.
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
