Jordan joined BBR Partners in 2022 and is a Director of Portfolio & Wealth Advisory. His responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Prior to joining BBR, Jordan worked as an executive for a […]
Steven joined BBR Partners in 2003 and is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Steven has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated […]
Barry joined BBR Partners in 2013 and is a member of BBR’s Investment Committee. Prior to joining BBR, Barry was a founding member of Asset Management Finance, LLC (AMF), a Credit Suisse affiliate, where he was responsible for establishing and managing the firm’s finance, legal, technology, human resources and operational due diligence functions. Prior to […]
Marc joined BBR Partners in 2014 and is the Head of the Investment Research team, responsible for managing the BBR’s research team and overseeing the firm’s manager due diligence and monitoring process. Marc also serves as Co-Chair of the Investment Committee. He has extensive experience in manager due diligence, portfolio management, asset allocation, and client […]
Darcy joined BBR Partners in 2006 and is the Head of Data Governance, leveraging his extensive experience with financial data to oversee data management and strategy, promoting integrity and security, while optimizing data utilization across the organization. Darcy’s previous experience at BBR includes managing teams handling Portfolio Administration, Trading, and Data Solutions. Previously, Darcy spent […]
Benjamin joined BBR Partners in 2011 and is currently a Director of Portfolio and Wealth Advisory and Head of BBR Southeast. Benjamin works with clients to develop an overall financial strategy, managing their investments, and executing their wealth management plans. Benjamin has considerable experience working with cross-border families and managing large single stock and concentrated […]
Jonathan joined BBR Partners in 2007 and is the firm’s Chief Operating Officer. As COO, he is responsible for overseeing our firm’s Finance, Legal, and Human Resources teams and ensuring the effectiveness of our business strategies. His dedication to operational excellence plays a crucial role in our firm’s growth and success. Jonathan is a member […]
Gillian is a Director of Portfolio Administration & Reporting at BBR Partners, where she leads the Portfolio Administration team and oversees the firm’s monthly client reporting cycle. Since joining BBR in 2006, Gillian has held roles across multiple departments, drawing on her deep knowledge of the firm’s systems and processes to drive operational innovation. Prior […]
Justin joined BBR Partners in 2016 and is a Director of Investment Research. His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Prior to […]
Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Midwest. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Prior to joining BBR, Sarah was an Executive […]